The Retirement Restaurant: Menu for Financial Success
Description
What do restaurants and retirement planning have in common? More than you might think. In this episode, Mark uses memorable restaurant stories—from the days of smoking vs. non-smoking sections to “pick two” menu rules—to explain some of the most important lessons in investing. You’ll never look at a menu, or your portfolio, the same way again.
Here’s some of what we discuss in this episode:
🚭 How “secondhand smoke” from one sector can damage your portfolio
📊 The trade-off between growth, safety, and liquidity—and why you can only pick two
🍱 What restaurant menus can teach about diversification
🧭 Why your investing style should change as you approach retirement
🥗 How a balanced “menu” of investments can give you clarity and confidence
Want to get in touch with Mark?
https://retirementhuddle.com/
mark@howardfinancialgroup.com
888-511-7526
United States
