Today, we’re talking about Type A personalities. If you’re driven, competitive, and goal-oriented, then you’re part of the club that often struggles during difficult markets. When things get tough, your instinct is to work harder, push more, and fix the problem. But in investing, that instinct can sometimes backfire.

In this episode, Scott breaks down the challenges Type A investors face when market volatility strikes and why a high-performance mindset doesn’t always translate into better investment results. From tinkering with portfolios unnecessarily to letting control instincts override discipline, we explore how the same traits that drive success in the cockpit or boardroom can hurt your long-term returns. Scott offers a new kind of checklist: one that encourages thoughtful risk management, process-driven decisions, and strategic patience.

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Here’s some of what we discuss in this episode:

💼 Why Type A traits often clash with market discipline

📉 The danger of overreacting in volatile conditions

🔄 Rebalancing vs. tinkering: knowing the difference

🧠 Staying calm and following a proven process

📋 The power of an investing “checklist” during chaos

0:00 – Intro

0:54 – Overview of Type A personalities

2:15 – Are you taking the right types of risk?

5:05 – Taking advantage of a bear market

10:06 – Are you talking to the right people?

Resources for this episode:

Schedule A Call with Scott

Scott’s Book, A Pilot’s Guide To Maximizing Wealth & Cashflow In Retirement

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