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

Ep 67: Are You A Risk Taker? How To See If Your Tolerance for Risk Matches Your Plan

Do you like to take risks? Or would you rather play it safe and steady? When it comes to the market risk can come with great reward, but it can also be damaging if our risk tolerance is out of balance with our plan. Most people don’t realize how much risk they are taking on and have a much lower tolerance than their portfolio reflects. 

Ep 66: Picking Sides in Important Financial Debates

Financial debates have existed for a long time and when we’re planning we may encounter quite a few. While there are various opinions out there, not everyone’s solution will fit your needs. Each situation is going to depend on your plan and goals.

Ep 65: Are These Retirement Statistics Encouraging or Disturbing?

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com