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The Retirement Huddle

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.

  1. All Episodes
  2. The Retirement Barista: What Your Coffee Order Says About Your Investments

The Retirement Barista: What Your Coffee Order Says About Your Investments

Dec 18, 2025

Your coffee order might say something about your personality- but what does it say about your investment portfolio? In this episode of The Retirement Huddle, Mark uses a fun coffee-shop analogy to explain how different investor behaviors show up in real life- from playing it too safe to chasing the latest hype. But the conversation quickly goes deeper, uncovering why many investors are taking more risk than they realize, especially with today’s AI-driven market excitement.

Here’s some of what we discuss in this episode:

☕ Investor Personalities: what your coffee order could say about your investing habits

🥇 Gold Rush: who really profits during big booms

🧠 Complex Choices: overthinking portfolios and strategies

🤖 AI Trends: why many investors misunderstand the AI opportunity

 

Want to get in touch with Mark? 

https://retirementhuddle.com/
mark@howardfinancialgroup.com
888-511-7526