Solving the Important Questions in Your Financial Life

Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
byNathan O’ Bryant

As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help you be more successful and aware of your strengths and weaknesses when it comes to financial planning. The first four personalities we talked about in the previous podcast were the victim, the over-analyzer, the DIY-er, and the ostrich. On today’s show, we discuss the next four common financial personalities.

Here are the personality types we discuss in part 2:

  • The silo stocker might be prepping for the worst-case scenario. (2:35)
  • The odd couple may face conflicting goals. (5:06)
  • The gambler likes taking risks. (8:57)
  • The model citizen does everything right but still has concerns. (12:22)

For more, visit us online: http://thefinancialanswer.com 

 

Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
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YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

obryant_associates-7364

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

INVESTOR AWARENESS GUIDE

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INVESTOR AWARENESS GUIDE

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1030 Greystone Square | Jackson, TN 38305

731-986-3445

nathan@investorcoach.net

GET IN TOUCH

1030 Greystone Square | Jackson, TN 38305

731-986-3445

nathan@investorcoach.net