Want to get in touch with Mark? 👉 https://silverman-associates.com/homeStep 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/homeEmail:[email protected]Phone:520.512.8832