In Retirement Planning, What’s Your Retirement Personality?

There are many ways to think about retirement planning, and your personality can influence yours. If your personality and plan match, you have a greater chance of retirement success.

A retiree and a financial adviser sit at a table going over paperwork with a financial adviser.
(Image credit: Getty Images)

When presenting a plan to a new retirement planning client, sometimes it resonates, and sometimes I get a blank look in response. I can tell right away if a retirement plan isn’t clicking with a client. But why do strategies that resonate with some clients fall flat with others?

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Samuel V. Gaeta, CFP®
Principal, Director of Financial Planning, Defined Financial Planning

As Principal and Director of Financial Planning, Sam Gaeta helps clients identify financial goals and make plan recommendations using the five domains of financial planning — Cash Flow, Investments, Insurance, Taxes and Estate Planning. He is responsible for prioritizing clients' financial objectives and effectively implementing their investment plans and actively monitors the ever-changing nature of clients' financial and investment plans.