President, Bill Losey Retirement Solutions, LLC since 2005
- Author, Retire in a Weekend!® The Baby Boomer’s Guide to Making Work Optional
- Publisher, Retirement Intelligence® newsletter from 2005-2018
- Over 25 years’ experience in the financial services industry
- Certified Financial Planner™ practitioner and RSP-Certified Retirement Coach
- Was the “resident retirement expert” on CNBC’s “On The Money” television program
- Hosted, Retire in a Weekend! radio show on News Radio 810AM & 103.1FM WGY
- Was a freelance contributor to The Wall Street Journal’s MarketWatch.com website and the AARP
- Was guest host of “Money Matters”, a daily personal finance radio program simulcast on 10 radio stations throughout NY, NJ, and CT
- Was a financial commentator for Regional News Network (RNN) television
Wrote a weekly newspaper column called “Making Work Optional” for The Saratogian
- Wrote a monthly column called “Dollars & Sense” for Life@Home magazine
- Was the Retirement Success Expert for Boomj.com, a baby-boomer social networking website
- Was the Guide to Retirement and Retirement Planning at SelfGrowth.com
- Prior to starting BLRS was President of College Financial Aid Advisors and also held Vice President, Director of Financial Planning positions with four financial planning and investment management firms.
We are currently accepting new clients. We welcome your call.
