What do smoking sections, kids' menus, and combo meals have to do with retirement planning? More than you might think! In this episode, Eric serves up financial wisdom using a creative "retirement restaurant" metaphor. He explains how appearances can be deceiving when it comes to diversification, why some strategies that helped you build wealth may not be the same ones that preserve it, and how oversimplified financial plans can leave retirees underprepared for life’s curveballs.
Here’s some of what we discuss in this episode:
🍽️ What an old restaurant teaches us about investing
🚬 Smoking vs. Non-Smoking = Diversification myths
📦 Why mutual funds often overlap more than you think
🥗 Liquidity, safety, and growth- pick two
📊 Adapting your financial strategy as you get closer to retirement
Get in touch with the Peterson Financial team: https://petersonfg.com/
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