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

Episode 214 of the The Financial Answer with Nathan O’Bryant podcast, hosted by Nathan O’ Bryant, titled "Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)" was published on March 23, 2023 and runs 15 minutes.

March 23, 2023 ·15m · The Financial Answer with Nathan O’Bryant

Summary

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

Episode Description