Ep 53: Why One-Size-Fits-All Financial Advice Doesn’t Work: Understanding Your Financial Personality

All Things Retirement · Mar 30, 2023 · 24m

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters. In today’s episode, we will talk about 7 financial personalities that we work with most often and how we help each client overcome their personal challenges and obstacles.

Here’s some of what we’ll discuss in this episode:

A brief message about the Silicon Valley Bank collapse. (1:40)

Helping clients who have been scarred by something in their financial past. (4:47)

How narrowing down plans and strategies…