Episode 131: Understanding Investor Personalities - Part 1

Our 2 Cents

Our 2 Cents
Episode 131: Understanding Investor Personalities - Part 1
Mar 10, 2023
Our2centspodcast

Have you ever noticed certain personality traits in yourself when it comes to your financial matters? In Part 1 of a 2-part series, Steve and Gabriel explore the world of investor personality types and how, as advisors, they've learned to work with and help all kinds of investors.

  1. Understanding Investor Personalities:
    • The Burned One: When trusting just doesn't come very easily to you anymore.
    • The Do-It-Yourselfer: When you've got it all handled by yourself and don't need any outside help.
    • The Price Shopper: When finding the best deal at the lowest possible price out there is your top priority.
    • The Over-Analyzer: When "analysis paralysis" tends to take over control of your decision making.
    • The Ostrich: When you catch a case of "hope-itis" and cross your fingers that it will all just work out.