Want to get in touch with Mark? 👉 https://silverman-associates.com/home

What does The Wizard of Oz have to teach us about smart financial planning? More than you might think! In this episode, Mark uses the timeless lessons of Dorothy and the Yellow Brick Road to explain why a clear financial plan matters- and why “winging it” rarely works. Just like the journey to the Emerald City, retirement planning requires direction, flexibility, and the ability to adjust when obstacles pop up along the way.

Here’s what we discuss in today’s show:

🟡 Why every retirement plan needs a clear “Yellow Brick Road”

🧩 Financial planning is more than investing

🏡 The emotional vs. financial side of paying off your mortgage

🧠 Improving financial literacy and avoiding bad advice

🧙‍♂️ The importance of getting advice from qualified sources

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832

Want to get in touch with Mark? 👉 https://silverman-associates.com/home

The doctor is in! Most people worry about small financial details while ignoring the big issues that can quietly derail retirement. In this episode, Mark introduces a series of “financial diseases” that show up when planning gaps go unchecked. You’ll hear how easy it is to miss these problems until they become expensive. The good news: once you can diagnose them, you can actually treat them.

Here’s what we discuss in today’s show:

🧭 Risk Awareness: understanding time horizon and volatility

⚠️ Risk Apathy: ignoring portfolio risk until stress hits

⏳ Longevity Risk: inflation and living longer than expected

🏥 Care Costs: long-term care expenses catching families off guard

💸 Tax Exposure: Uncle Sam taking more than expected

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832

Want to get in touch with Mark? 👉 https://silverman-associates.com/home

Step into a fairytale-inspired take on financial planning as Mark matches real-life money habits to the colorful personalities of the seven dwarfs. Gain fresh perspective and actionable wisdom for your own financial story, all while having a little fun along the way. Ready to discover which financial dwarf you might be? You might be surprised which one you relate to most.

Here’s what we discuss in today’s show:

🧙 Seven Dwarfs & Money Habits: how timeless personalities show up in financial planning

😐 Managing “Grumpy” Clients: expectations, mindset, and choosing the right fit

🥱 Sleepy Investors: how disengagement affects long-term outcomes

🤒 Health Concerns & Planning: why “Sneezy” needs a different retirement timeline

🧠 Working With “Doc”: why intelligence doesn’t always equal good money decisions

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832