We all have various personality traits. Some of us are introverts while others are extroverts, for example. But did you know you also have a wealth personality and that it can have a big impact as you pursue your financial goals?

On the latest episode of Optimizing Your Financial World, we’re examining the topic of high net worth personalities — how to identify yours, and how you can put it to work as you seek to make smart decisions about your wealth. 

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:58 - The how and why behind people's attitudes about money

3:10 - Your wealth personality should match your wealth manager's

5:00 - The most popular wealth personalities out there

6:51 - The more nuanced types of wealth personalities

9:50 - The benefits of working with a wealth manager that shares your wealth personality

12:23 - How you can figure out your wealth personality

16:36 - How involved do you want to be in your wealth planning matters?

18:28 - Can you have a mixture of these wealth personalities?

20:14 - How to get in touch with Mark and his team

21:31 - Closing remarks

Connect with Mark Wade:

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