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Retirement Resources President, Dave Boike Writes About The Excitement Of Planning For The Journey Of A Lifetime.

June 14, 2019

Retirement Resources President and Investment Advisor, Dave Boike, agrees that vacations are important but emphasizes that planning one’s financial future is even more important.

 

Auburn Hills, MI — June 14, 2019— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy published a new blog post on the company website entitled, “Planning The Journey Of A Lifetime” in which Mr. Boike reveals that most people put more time and energy into planning vacations that their lives.


 

 

Boike states, “Summer vacations are the big topic right about now.” He continues, “Many of this summer’s dream vacations have already been planned. Some have already been taken and are just a memory.”

 

According to Boike, “A tremendous amount of time and energy goes into planning vacations. In fact, in my experience I’ve observed that more people spend a greater amount of time and energy planning their vacations than they do planning the journey of their lives.”

 

“Don’t get me wrong,” says Boike, adding, “I love vacations and we all need them. However, from my perspective the financial journey of life is the most exciting adventure to plan.”

 

Boke points out, “A well thought out and executed financial plan is your map to anywhere you will ever want to go. When you make your financial plan a priority, you may not have the most exotic vacations initially, but down the road you’ll have greater and more luxurious options, if that’s your style.”

 

Read the entire blog post at https://www.theretirementresource.org/single-post/2019/06/17/Father%E2%80%99s-Day-Summer-Vacations-Long-Lazy-Summer-Days

 

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.

 

 

 

This content is provided for informational and educational purposes only. The information, analysis and opinions expressed herein reflect our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources is believed to be reliable but not guaranteed. Past performance is not indicative of future results.

 

 

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