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.