Retirement Resources President and Investment Advisor, Dave Boike, addresses the courage it takes to finally admit that handling one’s own financial/wealth management may not be the best and that doing something different could yield very different results.
Auburn Hills, MI – January 6, 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 “Doing Something Different Will Yield Different Results,” in which Mr. Boike reminds readers that doing what you’ve always done will always get you what you’ve always gotten.
Boike writes, “The New Year is a great time make positive changes. For some people – and maybe this includes you – this means taking a good look at the results you’ve gotten attempting to be your own financial advisor especially if you are not trained in the financial world.” He continues, “I have been in the financial business my entire adult life and I have been a financial advisor helping people live the retirement of their dreams for nearly 40 years.” “Year after year,” Boike states, “I have people come to me saying they thought they could handle their retirement investments on their own. They also admit that they realize they have not had the best of results. I applaud these people for their courage who, in this do-it-yourself society, finally realize they do not have the appropriate skills and knowledge to effectively invest for their long-term future.”
Read the entire blog post 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 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.