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I gave Claude Code my family's finances. It got $243,000 wrong | Ep 332
I pointed Claude Code at my tax returns, statements and budget sheets for seven days, about 3,400 messages, read-only. It got a $243,000 line wrong, and it also surfaced a capital loss I'd forgotten, a 0.4% fee on an account of short-term bonds, and a crypto loss of about $600K on my worksheet (my preparer reviews it before anything is filed). The episode walks through the Family CFO Triangle: See, Route and Shield, with the check at each corner I'd never hand off. I'm not a financial advisor, and nothing here is advice.
Claude Code: https://claude.com/product/claude-code
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