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What The Wizard of Oz Teaches About Retirement

Retirement Investing Planning

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On This Episode


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

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


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