Retirement Resources President and Investment Advisor, Dave Boike turns his attention to life’s financial seasons as we move once again into the beautiful autumnal season.

Auburn Hills, MI — September 27, 2021— 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, “Life’s Four Financial Seasons.” Even though Mr. Boike acknowledges that the financial seasons are not parallel with Mother Nature’s four seasons, they are similar enough to get his ideas across.

Boike states, “Each of the four seasons of the year has its own distinctive colors, scents, and activities. And” he proudly adds, “here in Michigan we get to enjoy all four of them.” He continues elaborating, “The thrill of summer’s warmth is getting folded up like our shorts and bathing suits and giving way to the chill that brings out our favorite sweaters and the scent of apples and pumpkins and spiced mulled ciders. Before long, the icy whiteness of winter will have us bundling up in front of a crackling fireplace dreaming about the brilliant colors and activities of the coming spring season.

“When you stop to think about it,” Boike writes, “life has four very distinct financial seasons too.” He adds, “There are specific activities associated with each season as well. When you do think of life in this way, and follow the activities of each season, it helps each unfold as effortlessly as Mother Nature’s seasons. As I see it, the financial seasons do not actually line up with the repetitive summer, fall, winter and spring. After all, our life here, while we get to experience the annual seasons multiple times, our financial seasons are limited.”

Read the entire article at LINK HERE

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.

###
Posted Under: Uncategorized