Ep 45: The Different Types of Financial Personalities

We work with all types of people and personalities, and the way you view money affects the way need to plan. Let’s look through the different types of financial personalities and describe the characteristics you’ll find with each.

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The Game Plan

You may not realize it but the way you view money is actually a type of personality. Everyone is unique in that regard, and it’s important to understand your personality in order to build a financial plan.

This episode of the Retirement Playbook podcast will examine seven different types of people that we work with on a daily basis. Each of these people have a distinct relationship with their finances and that affects the approach they take to planning. Once you have a better understanding of your personality, you’ll be in a better position to achieve your goals.

Listen to the full episode or click on the timestamps below to skip around to specific topics.

 

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[1:44] – The victim

[2:15] – The over-analyzer

[7:35] – The do-it-yourselfer

[9:15] – The ostrich

[10:43] – The odd couple

[12:15] – The gambler

[13:23] – The model citizen

 

 

“If they can get the concept, the big picture, the 30,000-foot view, they will be successful as well in retirement.”

– Dale Tondryk

More To Explore

The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com