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

It’s easy to think retirement mistakes come from bad investments, but more often, they come from behavior. Overconfidence, comparison, emotional reactions, and chasing returns can quietly derail even a solid financial plan. The challenge isn’t just knowing what to do; it’s avoiding the habits that pull you off track. Today, Mark walks through the “Seven Deadly Sins” of financial planning and how each one shows up in real life.

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

🦚 Pride Trap: Overconfidence keeps people from asking for help

👀 Comparison Game: Why chasing others leads to bad decisions

😡 Emotional Moves: How anger can derail your plan

💰 Greed Factor: Taking too much risk at the wrong time

🐢 Sloth Risk: Procrastination and neglect can cost you

🎯 Realistic Goals: Balancing today’s lifestyle with tomorrow’s needs

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

Choosing a financial advisor isn’t just about credentials or performance, it’s about trust, communication, and fit. In this episode, Mark sheds light on what really matters when deciding who to work with and why early impressions can be just as important as technical knowledge. Not every advisor is right for every person, and that’s okay. The goal is clarity, confidence, and a relationship built to last.

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

🤝 Trust & Gut Instincts: Why first impressions still matter

🧰 Advisor Skill Sets: Matching expertise to your situation

👂 Listening & Customization: Why good advice starts with understanding

🚨 Problem Identification: Catching issues before they become costly

🧭 Mark’s Approach: Advice rooted in experience, not products

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

Bold financial opinions are everywhere, and they’re often delivered with total confidence. Mark takes a more discerning look at popular money advice, and why it can sound smart while missing important context. The problem isn’t that these takes are always wrong, it’s that they’re often applied without considering real people, real timelines, and real tradeoffs. Big financial decisions deserve more than headlines and absolutes.

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

🎙️ Financial Advice Culture: Why strong opinions travel fast

🔍 So-Called Experts: Separating insight from influence

💬 High-Profile Opinions: When popular advice oversimplifies reality

🏠 Lifestyle vs. Strategy: Why personal context changes everything

🧭 A Practical Approach: Advice built around the individual, not the trend

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

mark@silverman-associates.com

Phone:

520.512.8832