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

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Show Host

Dale Tondryk - The Coach

Dale Tondryk is president at Tondryk Wealth Management, LLC. He has more than 30 years of experience in the insurance and annuity industry and holds a Bachelor’s of Science from Southwest Minnesota State University.

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