Retirement Resources President, Dave Boike Approaches Retirement Planning As If He Were Planning The Ultimate And Endless Summer Vacation.
Retirement Resources President and Investment Advisor, Dave Boike, brings and unusual sense of excitement to the subject of retirement planning likening it to planning the endless summer vacation.
Auburn Hills, MI — June 14, 2018— 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, “Think Of Retirement Planning Like Planning The Endless Summer Vacation.” Mr. Boike makes planning for retirement sound like good fun.
Boike writes, “Year after year, you plan your family’s summer vacation.” He muses, “Maybe you have a cabin on a lake or you take a trip to the Pacific or Atlantic coast. Maybe you do something different each year.” Boike continues adding, “No matter what you do from one year to the next, it’s always a maximum vacation of two weeks, more or less. You dream of the time when you can spend a month or more in one of your favorite destinations. But, that takes some conscientious planning.”
“That’s how I think of retirement planning,” says Boike. He adds, “I approach it as if I am helping clients plan their retirement years for maximum enjoyment. I think of it as if I am helping them plan the ultimate and endless summer vacation! “
“Think of the enjoyment you could have if you were to think the same way,” Boike writes. “When you do,” he adds, “you’ll consider the types of activities you’ll want to plan for in your retirement years, and that will affect what goes into your portfolio.”
Read the entire blog post at https://www.theretirementresource.org/single-post/2018/06/14/Think-Of-Retirement-Planning-Like-Planning-The-Endless-Summer-Vacation
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. 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.
###