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
