I have more than 40 financial accounts across four people to manage.

More accounts means more questions. Can we spend more? Are we missing a tax opportunity? Does an investment still make sense given everything else we own? For years, answering them meant a spreadsheet, a free Saturday, and a lot of analysis that leads to posts.

Then I started using Mezzi , an AI financial advisor. What hooked me is that it's an intelligent conversation. I can ask about my actual portfolio at 11 p.m., push back, and keep going until the answer makes sense. No awkward email. No dumb questions.

Better yet, Mezzi doesn't wait for me to ask. It flags losses worth harvesting, cheaper funds, positions that have grown too big, and lots that just turned long-term. I can also give it standing assignments, like reviewing my taxable accounts every week.

Within weeks, it showed my Google exposure was about $1.3 million, not the $900,000 to $1 million I'd guessed.…