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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

  1. All Episodes
  2. Ep 140: Should An Advisor Tailor A Plan To Fit Your Personality?

Ep 140: Should An Advisor Tailor A Plan To Fit Your Personality?

May 4, 2023

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, and we’ve found that most of our clients fall into one of the categories we’ll discuss today. In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality.

We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions. Whether you've been burned by your financial past, have trouble making financial decisions, or have differing views from your partner in terms of finances, we'll unpack some common obstacles and share how we cater financial plans to work around your needs.

 

Here's what we'll talk about on today's show:

  • The victim has been burned and scarred by something in their financial past. (3:12)
  • The over-analyzer has trouble making decisions about anything because they have to analyze every possible choice from every possible angle. (6:56)
  • The Do-It-Yourselfer has managed his or her own money without help from an advisor for decades, and in many cases, he or she has done quite well. (11:48)

  

Web: https://www.truefinancialpartners.com/

Email: info@truefp.biz

Phone: 877-359-8783