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

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内容由Nathan O' Bryant提供。所有播客内容(包括剧集、图形和播客描述)均由 Nathan O' Bryant 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

265集单集

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Manage episode 365515342 series 3481242
内容由Nathan O' Bryant提供。所有播客内容(包括剧集、图形和播客描述)均由 Nathan O' Bryant 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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

  continue reading

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