Retirement Resources President and Investment Advisor, Dave Boike, anticipating the arrival of Spring turns his attention to the four financial seasons of life and address them as they compare with the annual seasons.

Auburn Hills, MI — March 20, 2023— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy published a new article post on the company website entitled, “Four Seasons Of The Year And Four Financial Seasons Of Life.” Mr. Boike shows how the seasons of life align with the four seasons of the year.

“As we sense that winter is almost over,” Boike writes, adding, “and set our sights on spring with its warmer temperatures and exciting new proliferation of green leaves and colorful flowers, I find myself thinking about the four distinct financial seasons of life. Yes,” he confirms, “there are four financial season that are somewhat on a par with Spring, Summer, Autumn, and Winter.” According to Boike, “When we understand the importance of each season and how to make the most of each throughout our lives, we can look forward to each season of life with excitement, enthusiasm, and confidence, knowing that we have done our best to assure a comfortable retirement and created a legacy for our loved ones once we’ve departed.”

The first season Boike explains is spring. He writes, “The springtime of life is that time that I refer to as the Accumulation Season. We are young and just entering life as an adult. This is an exciting time, much as Spring fills our hearts with excitement and joy and the prospects that lie ahead.”

“Typically, “ says Boike, “the accumulation season is the longest financial season and what you do here financially establishes the foundation for the rest of your life. This time should be spent accumulating wealth. Setting money aside and watching it grow.” As Boike notes, “This is the time to set your financial objectives and begin to save and invest. Remember to leverage your employer-sponsored retirement plan. It’s never too soon to establish a relationship with a financial advisor, create a plan together and do all you can to save, grow, and keep your hard-earned savings for the seasons that follow.”

Read the entire article 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 CPAs, 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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