{"id":1392,"date":"2011-09-14T13:50:54","date_gmt":"2011-09-14T18:50:54","guid":{"rendered":"http:\/\/www.billlosey.com\/?p=1392"},"modified":"2011-09-14T13:50:54","modified_gmt":"2011-09-14T18:50:54","slug":"retirement-advisor-bill-losey-launches-second-opinion-program-to-help-worried-investors","status":"publish","type":"post","link":"https:\/\/billlosey.com\/knowledge-center\/retirement-advisor-bill-losey-launches-second-opinion-program-to-help-worried-investors\/","title":{"rendered":"Retirement Advisor Bill Losey Launches \u201cSecond Opinion\u201d Program To Help Worried Investors"},"content":{"rendered":"

Bill Losey, America\u2019s Retirement Strategist\u00ae, is launching a new program called \u201cSecond Opinion\u201d to help investors take a close look at their retirement savings and gain a fresh perspective in a shaky economy.<\/em><\/strong><\/p>\n

Saratoga Springs, NY. \u2013 September 14, 2011 <\/strong>\u2013 Bill Losey, author and retirement expert and advisor, is launching a new program at his website to help those looking to move in a new direction with their retirement strategy.\u00a0 A recent study shows that 8 out of 10 affluent investors are dissatisfied enough that they would change their financial advisors. \u00a090 percent of investors would welcome a \u201csecond opinion\u201d of their family\u2019s financial outlook.<\/p>\n

Bill understands that investors are trying to make sense of an unprecedented economic earthquake that has left them feeling blindsided and unsure about their financial future like never before.\u00a0 It\u2019s easy to see why investors have grown skittish. They\u2019ve endured not one, but two of the worst stock market downturns in history \u2013 both within a short 10-year span.<\/p>\n

There\u2019s no doubt about it: Investing can be complex. Many investors don\u2019t have a plan and others aren\u2019t sure if they have the right plan, but there\u2019s one thing that\u2019s certain. In today\u2019s turbulent times, Bill Losey believes it\u2019s prudent\u2014even essential\u2014for today\u2019s affluent investor, especially the leading edge baby boomers on the brink of retirement, to obtain a completely unbiased second opinion.<\/p>\n

Bill Losey\u2019s program will provide that unbiased second opinion on your family\u2019s finances, whether it includes a 401(k), 403(b), IRA or other investments.\u00a0 Bill is featuring a short video overview about this new program at https:\/\/www.BillLosey.com\/SecondOpinion<\/a>.\u00a0 There is no cost and no obligation to receive your financial second opinion.<\/p>\n

Bill is a nationally known and respected retirement expert, specializing in 401k rollover advice, self directed IRA rollovers, 401k direct rollovers, and many other investment and retirement strategies.\u00a0 Bill\u2019s company, Bill Losey Retirement Solutions, LLC, is an independent registered investment advisory firm that caters primarily to\u00a0couples as well as divorced and widowed women nationwide<\/em> (age 50-70) who demand objective financial and retirement advice; customized, fee-only\u00a0investment management; attention to detail; and impeccable service.<\/p>\n

To learn more about Bill Losey Retirement Solutions, please visit https:\/\/www.BillLosey.com<\/a> and http:\/\/www.MyRetirementSuccess.com<\/a>.<\/p>\n

Learn more about getting a Second Opinion at https:\/\/www.BillLosey.com\/SecondOpinion<\/a><\/p>\n

About Bill Losey:<\/p>\n

Bill Losey, CFP\u00ae, CSA, America’s Retirement Strategist\u00ae, is a highly sought-after advisor, retirement authority,\u00a0thought-leader,\u00a0author and TV personality<\/a> because he makes the complicated and mundane topics of investing and retirement fun!<\/p>\n

Bill has over 20 years experience in the financial services industry and is a Certified Financial Planner\u2122 practitioner,\u00a0a Certified Senior Advisor and Certified\u00a0Retirement Coach.\u00a0 He is the author of\u00a0Retire in a Weekend! <\/span>The Baby Boomer’s Guide to Making Work Optional<\/a> (a 2008 Finalist at The Indie\u00a0Excellence Book Awards),\u00a0Founder of National Retirement Planning Month<\/a>, and he publishes\u00a0Retirement Intelligence<\/em><\/a>\u00ae, an\u00a0award-winning weekly newsletter\u00a0that reaches\u00a0thousands\u00a0of subscribers worldwide.<\/p>\n

As a qualified professional in the areas of retirement strategies, personal finance and\u00a0investing, Bill has\u00a0been seen and heard on\u00a0the FOX Business Network, CNBC, ABC News Now, CNN Radio, the CBS Evening News, Oprah & Friends<\/a>, Martha Stewart Living Radio, Montel William’s “Montel Across America”,\u00a0CBS6-TV<\/a>, CW11 Morning News, Retirement Living TV<\/a>, Leading Experts TV, the CBS Radio Network, TIME, AARP Magazine, BankRate.com<\/a>, CNNMoney.com, Forbes, Aol.com, SmartMoney.com<\/a>, Morningstar.com, the Wall Street Journal<\/a> Online, U.S. News & World Report<\/a>, BusinessWeek.com, Kiplinger’s Personal Finance, AARP Bulletin<\/a>, CNNfn, FOX\u2019s \u201cHannity & Colmes\u201d, Wall Street Journal Blogs<\/a>, Yahoo! Finance, MainStreet.com<\/a>, Bloomberg Business Radio,\u00a0CNN.com<\/a>, FOX News Radio,\u00a0The Motley Fool, KABC Radio, Federal News Radio, the Armed Forces Radio Network, Wall Street Journal Sunday, Credit.com<\/a> and hundreds of radio stations nationwide.\u00a0\u00a0Bill\u00a0formerly was the resident retirement expert on\u00a0CNBC’s “On The Money”; wrote a monthly\u00a0column\u00a0called “Dollars & Sense” for Life @ Home magazine; wrote a weekly column called “Making Work Optional”<\/a> for The Saratogian; was a financial commentator for RNN-TV; and was the\u00a0guest host of \u201cMoney Matters\u201d, a daily personal finance radio program simulcast throughout NY, NJ and CT.\u00a0 \u2028\u2028In addition to his frequent TV and radio appearances, Bill\u00a0is a freelance contributer to the AARP,\u00a0and is the Retirement Success Expert<\/a> for Boomj.com, a baby-boomer social networking website, and the Guide to Retirement & Retirement Planning at SelfGrowth.com<\/a>.\u00a0 He\u00a0has also appeared in\u00a0New York Daily News<\/em><\/a>, Financial Planning<\/em><\/a>, Investor’s Business Daily<\/em><\/a>, Boston Herald, Personal Excellence<\/em>, Investment News<\/em><\/a>, <\/em>The Chicago Tribune<\/em><\/a>, Cents<\/em>, Oprah.com<\/a>, The Daily Herald, Inside Information, <\/em>The Atlanta Journal Constitution<\/em><\/a>, the Journal of Financial Planning, Bottomline Wealth, Hudson Valley Business Journal, <\/em>Life After 50<\/em><\/a>, Business Life, Plan Advisor, Triathlete, Peoria Journal Star, Kokomo Tribune, The Telegraph Newspaper, <\/em>AmericanChronicle.com<\/em><\/a>, Senior Market Advisor<\/em>,\u00a0Boomer Market Advisor<\/span><\/em><\/a>, Reach!,<\/em> Violet for Women, Boom News,\u00a0Next!, <\/em>The Albany Times-Union<\/em><\/a>,\u00a0The Richmond Times Dispatch, The Sun News, <\/em>Afro American<\/em><\/a>, Seacoast Newspapers, GrandParents.com, <\/em>NationalPost.com<\/em><\/a>, ThirdAge.com, American Chronicle, Press & Sun Democrat, LiveStrong.com, The Pacific Business Journal, RetirementForMen.com, The Liberty Tribune, <\/em>PlacesOfValue.com<\/em><\/a>, Bucks County Courier Times, Central Valley Business Journal, Vermont Maturity Magazine, The Orlando Sentinel, <\/em>Salt Lake Tribune<\/em><\/a>, SeniorMarketAdvisor.com, <\/em>The Tampa Tribune<\/em><\/a>, The Troy Record, <\/em> Alexandria Daily Town Talk, <\/em>Richmond-Times Dispatch<\/em><\/a>, Portsmouth Herald News, Today’s Charlotte Woman, Dos Mundos, <\/em>TotallyHer.com<\/em><\/a>, The Saratoga Business Journal, Saratoga Today, <\/em>PhillyBurbs.com<\/em><\/a>, Oneida Dispatch, Spirit of Saratoga,\u00a0Senior Beacon, The Bergen Record, <\/em>The Northeast Pennsylvania Business Journal<\/em><\/a>, Pennsylvania Business Central, Arkansas Aging,\u00a0TownHall.com, National Underwriter Life & Health, TheStarPress.com, <\/em>RedwoodAge.com<\/em><\/a>, Asset Magazine, SeniorsForLiving.com, The Australian Financial Review, Asian Enterprise Magazine, <\/em>Mail Tribune<\/em><\/a>, Registered Representative, The Capital District Business Review <\/em>and The Chronicle of Higher Education<\/em>.\u00a0 Bill’s\u00a0first book, 101 Stock Market Guarantees<\/em><\/a>, <\/em>was published in 2004.<\/p>\n

In his leisure time, Billy, as his friends call him,\u00a0loves to sing.\u00a0 He\u00a0is an accomplished vocalist and has performed the National Anthem at Madison Square Garden, the Pepsi Arena and other sporting venues.\u00a0 His love of singing and knowledge of money, combined with his witty sense of humor and desire to fight financial illiteracy,\u00a0come full circle with his development of hilarious financial-related song parodies found at www.PerfectHarMoney.com<\/em><\/a>.<\/p>\n

Bill is a\u00a0graduate of Marist College and obtained his certification in financial planning from The College for Financial Planning in Denver.\u00a0 He is a member of the\u00a0Society of Certified Senior Advisors and the National Ethics Bureau.\u00a0 Active in his community, Bill has coached youth soccer and basketball, and has volunteered\u00a0to help raise money for Special Olympics, March of Dimes, Make-A-Wish Foundation and the American Heart Association.\u00a0 Additionally, he has volunteered his time\u00a0to advise individuals at the\u00a0Financial Planning Clinic sponsored annually by the Certified Financial Planner Board of Standards Inc.<\/p>\n

Bill has been married for\u00a022 years to his\u00a0wife Tori.\u00a0 Together they have three sons, two\u00a0dogs,\u00a0and\u00a0two fish.<\/p>\n

For more information, please visit https:\/\/www.BillLosey.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Bill Losey, America\u2019s Retirement Strategist\u00ae, is launching a new program called \u201cSecond Opinion\u201d to help investors take a close look at their retirement savings and gain a fresh perspective in a shaky economy. Saratoga Springs, NY. \u2013 September 14, 2011 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[20,21,22,23,24,25,26,27,28,15,29,30,31],"class_list":["post-1392","post","type-post","status-publish","format-standard","hentry","category-latest-news","tag-401k-direct-rollover","tag-401k-plan-rollover","tag-401k-retirement-rollover","tag-401k-rollover","tag-401k-rollover-advice","tag-401k-rollover-ira","tag-401k-rollover-retirement","tag-certified-financial-planner","tag-ira-direct-rollover","tag-retirement-advisor","tag-retirement-expert","tag-rollover-a-401k","tag-self-directed-ira-rollover"],"_links":{"self":[{"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/1392","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/comments?post=1392"}],"version-history":[{"count":0,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/1392\/revisions"}],"wp:attachment":[{"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/media?parent=1392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/categories?post=1392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/billlosey.com\/knowledge-center\/wp-json\/wp\/v2\/tags?post=1392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}