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 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

QUESTIONS FOR DALE?

MORE WAYS TO GET IN TOUCH

952-401-1671

dale@tondrykfinancial.com