Ep #28: Investor Personas
What The Wealth
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What The Wealth
Ep #28: Investor Personas
Feb 18, 2021
Jonathan Bednar II, CFPšŸ„¬

Today is a follow-up of the podcast from last week, where we talked about the mistakes investors make. In this episode, I want to speak about investor personas and share a couple of different categories people fall into as investors. You may think this is very conservative or very aggressive, but these categories are a little more detailed than it may seem. Listen in as I cover the good and bad sides of these investor personas, as well as how to incorporate different pieces of each to create the best strategy for you.

You can find show notes and more information by clicking here: https://bit.ly/3b6Jitv

šŸ—“ļø Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
ā†”ļø Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
šŸŒ Paradigm Wealth Partners (website) ā€“ Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
šŸŒ What the Wealth (website) ā€“ Adding clarity to difficult financial topics: https://whatthewealth.com/
ā–¶ļø YouTube: What the Wealth / Paradigm Wealth Partners

If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.

Thanks for Listening!

Jonathan