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Human Expertise Meets Machine Intelligence: The Winning Formula for Modern Financial Planning

This article discusses how AI is augmenting, not replacing, human advisors.

robots working with humans

Quotation Mark

What Clients Value Most Clarity · Strategic Insight · Trusted Expertise

[Susan’s] book is easy to read and understand. Unlike most books on derivatives, it does not require a mathematics degree to understand its concepts. It actually makes the concepts understandable. Each chapter contains a succinct summary of the main points covered, many examples, and checklists, thus making it easy to use.

Maryann Motza, PhD

State Social Security Administrator (Retired), State of Colorado

Great article that motivates the reader to have some self-awareness about choices they make pre- and post-retirement. Beautifully written!

Linda Ursin

Pension Attorney

A great job and herculean effort in a very short period of time.

Sean T. Carnathan

Partner & Founder, O’Connor Carnathan & Mack

You are a great speaker and fun. Difficult to accomplish in the kinds of things we present.

Randall Schostag

President (Retired), Minnesota Corporate Finance

As a teacher, [Susan’s] use of real-world examples and the Socratic method of breaking down complex concepts into understandable information-bites makes it easy to get through a day or two of risk mapping, COSO, Value-at-Risk, and hedge effectiveness. Her command of the topics is impressive but so is her engaging communication style that gets one…

Bryan Gibb

Former Director of Education and Training Products, The Association for Financial Professionals

As a subject matter expert contributing to Retirement Daily, Susan brings deep content that is thoroughly researched and well written. Complex topics are made understandable through her own knowledge as well as the insights provided by the numerous experts she works with in developing her articles.

Kim McSheridan

Editor (Retired)

I worked with Susan as a mentor in an MFA writing program. She was already an excellent writer but learned to put more of her personality and perspective into articles. Her stories are fresh, vivid, and engaging, giving the reader an experience along with the information she provides. Susan is intelligent and easy to work…

Paul Steinmetz

Director of Sponsored Research, Western Connecticut State University

It’s rare you come across an excellent communicator like Susan who feels equally at ease writing a technical report or creating actionable marketing content. In the more than ten years since our firm first engaged Susan as a financial expert, I’ve had the pleasure of collaborating with her on the creation of an ERISA litigation…

Brad Orelowitz, CPA

Managing Director, The Michel-Shaked Group

I want to take this opportunity to express my appreciation to you for your recent presentation to my staff on the topic of hedge funds and the potential due diligence and valuation issues that fiduciaries face with respect to risk management of those investments. Your mastery of the topic was obvious, and my entire staff…

Regional Director

U.S. Department of Labor

Your article is the single most articulate support of [our proposed] DBA that I have read. I sent the link to our leadership team and the Board of Trustees.

President, Major U.S. University

What an excellent, thorough, and inspiring article!

Margie Zable Fisher

Freelance Writer and Journalist

You wrote such an insightful and highly relevant article on an ever-evolving topic. AI will shape our lives in so many ways.

Lili Vasileff

CFP, MAFF, CDFA Wealth Protect Management

Your writing is simply elegant. You are accomplished in writing and finance.

Ellen Leon Rosoff

Business Coach (Retired)

I had the opportunity to work with Susan Mangiero as one of her two MFA advisors for her excellent thesis about brand storytelling. Susan’s writing is crisp, clear, fun, informative and engaging. While writing her thesis she demonstrated excellent research and interviewing skills and is a writer capable of tackling long and short form writing projects….

Erik Ofgang

Senior Writer, Future

The role of the fiduciary is more complicated than ever. Simply recognizing the numerous types of financial investment and legal risks and how they uniquely relate to pension plans, endowments, and foundations is a challenge. Susan Mangiero simplifies this maze in an easy-to-understand fashion in a book that should be a core reading for any…

Richard Apostolik

President and CEO, Global Association of Risk Professionals, Inc.

As a legal advisor to nonprofit directors and trustees, I found Susan’s book to be a succinct and clear articulation of the basic principles that every fiduciary needs to understand. It is a resource that I will call upon frequently and refer to others.

John M. Horak, Esquire

Chairman, Nonprofit Practice Group, Reid and Riege, P.C

Susan is a dynamic and brilliant mind in the world of finance and pension governance. I worked with Susan on one of her publications, and I found her to be an expert in her field. She has a deep knowledge of her industry, and she brings an enthusiasm and appreciation to her work.

Lori Widmer

Veteran Business Writer & Editor

Business writers are a dime a dozen, but few of them have the breadth and depth of knowledge and experience that Susan possesses. As impressive as her background is, even more impressive is her ability to write in a way that engages, informs, and inspires.

Craig Scheer

Partner, Silver, Freedman, Taff & Tiernan, LLP

I had the pleasure of working with Susan in 2021 when she interned for the Highlights Foundation as an MFA in Creative & Professional Writing degree candidate. Susan’s experience with learning technology and techniques helped us tremendously as we expanded our online course offerings to children’s book authors and illustrators. I was particularly impressed by…

George Brown

Executive Director, Highlights Foundation

The article is terrific and original. May I post it on my blog and social media?

Stephen D. Rosenberg

Partner, The Wagner Law Group

The draft really looks great. Thank you for the obviously hard work you’re putting in.

Richard J. Pearl

Partner, Faegre Drinker Biddle & Reath LLP

I have known Susan Mangiero for over ten years as an investment industry colleague and thought leader. In addition to sharing business development referrals, when appropriate, I’ve enjoyed my discussions with Susan about financial and regulatory issues that impact the jumbo global retirement industry and, by extension, the executives who manage trillions of 401k and…

Martin Rosenburgh, CFA, JD

Alternative Investment Manager and Counsel

This is a fantastic article. My target audience will love it so I must share. Great reporting and writing!

Christa Melnyk Hines

Author, Family Communication Expert, and Freelance Journalist

As the editor of Retirement Daily on TheStreet, I have had the distinct pleasure of working closely with Susan and witnessing firsthand her exceptional reporting and writing abilities. Susan’s deep expertise in personal financial matters and her meticulous approach to investigative reporting have significantly enriched our content. Her articles are consistently well-researched, insightful, and highly…

Robert Powell CFP, RMA

Co-Founder, finStream.tv

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