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.

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)

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