Retirement Resources President and Investment Advisor, Dave Boike, takes a moment to remind readers that wealth and retirement comfort come about through having a good plan and following through on a plan.

Auburn Hills, MI – March 9th, 2023 – 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 “Luck Is Not A Financial Plan,” in which Mr. Boike encourages anyone who wants financial well-being not to depend on luck.

“Can you plan on being lucky? “ Boike poses this question then adds, “That question is a bit of an oxymoron.” He explains, “Luck is something that “just happens.” A plan is something that you create and follow to an expected destination.” Boike continues adding, “With St. Patrick’s Day celebrated this month, some people start talking about “The luck of the Irish.” You may not know it, but the phrase does not come from the folklore of leprechauns but rather from the late 19th century, during the California gold rush. Many well-known and wealthy miners at the time were Irish and it is thought this is where the reference to Irish luck first appeared.”

As Boike emphasizes, “Counting on being lucky does not constitute a plan for eventual financial stability or the achievement of wealth. However,” he writes, “having a solid financial plan and following it will make some people think you are lucky.”

Read the entire blog post 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 has taught retirement planning classes at Michigan State Education Center, Wayne State University, and 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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