Putting together a financial plan can be overwhelming. We’ll make it a little easier by helping you figure out the first steps. Finally, we’ll discuss some assumptions about retirement planning you shouldn’t make.
Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
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.