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Ideas from books, articles & podcasts.

“The Relationship Protector”

The relationship protector is often family-oriented. If they can support them emotionally and financially, it gives them their sense of achievement at having helped.

A relationship protector is far less likely to make spontaneous investments when others depend on them, and their conservative approach to saving prepares them for retirement.

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@aubbrrey

created an idea from a article:

THEFINANCIALDIET

4 Major Financial Personalities, & How To Use Yours As A Strength

thefinancialdiet.com

MORE IDEAS FROM THE SAME ARTICLE

“The Opportunity Seeker”

They’re always looking to expand their options, and every financial decision is carefully calculated to maximize growth.

“The Freedom Finder”

The freedom finders like to spend on new experiences in the pursuit of “living life to the fullest.”

“The Security Keeper”

If you track every dollar you spend, are a bit of a perfectionist, and always need to know what the plan is, this might just be your financial personality.