Did you know our financial decisions may be affected by our personality? It turns out being more agreeable, more conscientious, or more extroverted, for example, may play a role in how likely we are to choose to save our money for the future or spend it today instead.

Research from Joe Gladstone, Ph.D., Assistant Professor at the University of Colorado Boulder Leeds School of Business, has found that not only can personality traits be linked to our decisions with money, but we also may be able to use our understanding of one’s personality to prompt them towards better decisions.

On this episode of The Behavioral Divide, host Hal Hershfield dives into this topic with Professor Gladstone and Brandon Ratzlaff, Ph.D., CFP®, Director at Cypress Point Wealth Management, examining both the research and financial advisor perspective.

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Important Disclosures

Hal Hershfield is not affiliated with American Century Investments.

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