Ep 16: Understanding Your Financial Personality

Retire With Freedom: Featuring Tad Hill & Toni Hill of Freedom Financial Group

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we’ll introduce you to the three personality types that we work with most often in financial advisement: the over-analyzer, the odd couple, and the do-it-yourselfer. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions.

Today we are going to take a deeper look at the obstacles and challenges these three personality types face when working toward their financial goals. Whether you struggle to make decisions while financial planning, have differing financial philosophies from your partner, or consider yourself a “do-it-yourselfer” with questions and doubts as you get closer to retirement, getting help from financial professionals can make a huge difference in your financial planning journey.
Here's some of what we discuss in this episode:

• How over-analyzers can miss out on opportunities by struggling to act on their decisions during retirement planning. (0:29)
• Bridging the gap for couples with differing financial philosophies. (3:51)
• The Do-It-Yourselfer with questions and doubts as retirement approaches. (8:14)

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
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https://www.askfreedomfinancial.com/in-the-media/#radio