Retirement Resources President and Investment Advisor, Dave Boike suggests that financial discussions and planning can become a deeply romantic endeavor when done with a sense of adventure and fun and encourages couples to engage in these types of discussions on a regular basis.
Auburn Hills, MI — February 26, 2019— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy, published a new article on the company website entitled, “Dedicate Valentine’s Day To Love And Money.” Mr. Boike finds financial discussions very romantic and hopes he can inspire more couples to discover the romance too.
Boike writes, “Most people like to celebrate Valentine’s Day on February 14th. Restaurant reservations are hard to come by if you don’t plan well in advance.” He adds, “Long-stem rose sales skyrocket along with sales of chocolate, diamonds and other gifts that dazzle and delight the hearts of lovers everywhere.”
Boike points out, “I can’t bring anything else to the table to enhance those typical romantic gifts that lovers exchange. But,” he continues, “I do have a suggestion that will really show how very much you care for your partner and the life you share together. A romantic dinner at home -- with all electronic devices turned off and out of the room – discussing your financial affairs.”
“You may think it odd to speak about money on Valentine’s Day or thereabouts,” Boike contends. “But, in my mind, there’s nothing more caring and romantic,” he says. He goes on to elaborate, “When you discuss the things you want to do in your life together, money typically is going to be a primary and necessary ingredient. Imagine talking about the romantic destinations you’d like to see together. Talking about money matters will help you pave the path to get you there.” He emphasizes, “And, when you consider that so many couples break up over money issues, being able to have fun and easy conversations around money can make your relationship stronger and help keep romance alive.”
Read the entire article at: https://www.theretirementresource.org/single-post/2019/02/13/Dedicate-Valentine%E2%80%99s-Day-To-Love-And-Money
About Dave Boike
Dave is a well-known financial educator, co-author of The Ultimate Success Guide with Brian Tracy, author of High Tide and contributing author of 21st Century Wealth. For over 30 years, Dave has been teaching investors age 55+ how to preserve their assets, increase their income, and reduce income taxes. He has taught Retirement Planning Classes at Michigan State University, Wayne State University and Oakland Community College.
For over 4 years, Dave was featured on NBC25 every weeknight at 6PM, discussing the daily market wrap-up. Many area retirees have used Dave’s advice to enjoy a financially independent retirement.
Dave is a Chartered Financial Consultant, a designation awarded only to the most experienced advisors who have completed a 10-course program of study, through the American College in Pennsylvania, focusing on Tax, Investment, Risk Management, Retirement and Estate Planning. He is an approved Member of the International Association of Registered Financial Planners, the Society of Financial Service Professionals. As a strong advocate of education, Dave recently spoke at The Michigan Association of CPA’s and is teaching a class at Oakland Community College.
Dave’s latest book, High Tide, A Practical Guide for Affluent Retirees to Protect, Profit and Prosper from the Coming Storm, talks specifically on the important challenges retirees are facing today and some new cutting-edge solutions to address those challenges. He teaches you in this easy to read book how to take the steps necessary to achieve your successful retirement.
Dave is Managing Member and Chief Compliance Officer of Retirement Resources, LLC, a Registered Investment Advisory Firm. Every year, since 2011, Retirement Resources has been awarded the 5 Star Wealth Manager of Michigan, which is only given to the top 7% of advisory firms.