Equipping Points:
When it comes to financial planning, understanding your investor personality type can significantly impact your retirement plan. From one of the most common investor types to the mismatched couple, Eric shares the different investors he has encountered and how to plan accordingly.
Hear how to ensure a successful retirement, no matter what your personality type. Which of these investor personalities sounds most like you? Find out in this episode.
Here’s some of what we discuss in this episode:
- The victim personality.
- The over-analyzer.
- The DIY-er.
- The odd couple.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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