Thoughtful Money with Adam Taggart · Thursday, September 10, 2026
Michael Lebowitz shares how he is using AI, specifically a tool named Claude, to assist in creating presentations. He describes the AI as acting like an assistant, helping to visually format and organize content, significantly speeding up the process compared to traditional methods.
“Yeah, and you know, sorry, this is a bit of an aside, but Lance has been talking about how you guys have really been leading into AI, um, there at RIA. Um, there's so many acronyms. It's hard to keep them all straight. But, um, uh, you're finding it to be very useful even just in putting together presentations, right? Not just necessarily sourcing data, but actually how you're presenting it, correct?”
“It's, you know, it's literally like an assistant. So yesterday, you texted me yesterday and said, hey, can you come on? I'm like, yeah, absolutely. I was thinking, okay, what am I going to talk about? And I came up with, like, this, this PowerPoint that you see right now. And I said, okay, AI, here's what I want. I want a PowerPoint, I want you to put out these things and these things, maybe put it in a nice order so it's easy to follow.”
“It, first of all, it just looks a whole lot better than anything I can do. Just visually. Then you just go through and say, okay, that's wrong, don't put that in there, put this in there, reorder it this way, that way. It's really like having an assistant.”