The Retirement Huddle

Author: Mark Howard

Financial and retirement planning guidance with Mark Howard of the Howard Financial Group in Savannah. Mark has almost three decades of experience in the financial industry, has been published in the Wall Street Journal, Barron's, South Magazine and several other publications. He has also been featured on the Savannah Morning News. In addition to clients in Savannah, Mark also serves Hilton Head, Bluffton, Statesboro, and the rest of the Low Country. To get your own Financial Game Plan, contact Mark today at 888-511-PLAN (7526) or go to HowardFinancialGroup.com
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Language: en

Genres: Business, Careers, Investing

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The Retirement Restaurant: Menu for Financial Success
Thursday, 21 August, 2025

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