From Fairytales to Finances: Lessons from the Seven Dwarfs

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On This Episode

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

Thanks for joining us! We’ll be back for another show every other Thursday.

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