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.
- 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.