Bill Losey, CFP®, CSA
Author, Retire in a Weekend!
Bill Losey, CFP®, CSA, America's Retirement Strategist®, has been named one of America's Top Financial Planners by the Consumers' Research Council of America. He is a highly sought-after advisor, retirement authority, thought-leader and author because he makes the complicated and mundane topics of investing and retirement fun! (Wanna good laugh right now? Check out his hilarious baby boomer retirement movie. Please allow 30 seconds for it to load).
Bill has nearly 20 years experience in the financial services industry and is a Certified Financial Planner™ practitioner, a Certified Senior Advisor and Certified Retirement Coach. He is the author of Retire in a Weekend! The Baby Boomer's Guide to Making Work Optional (a 2008 Finalist at The Indie Excellence Book Awards), Founder of National Retirement Planning Month, and he publishes Retirement Intelligence®, an award-winning weekly newsletter that reaches thousands of subscribers worldwide.
As a qualified professional in the areas of retirement strategies and investment alternatives, Bill has been interviewed by or appeared on the FOX Business Network, CW11 Morning News, Retirement Living TV, Leading Experts TV, the CBS Radio Network, BankRate.com, CNNMoney.com, Aol.com, SmartMoney.com, Morningstar.com, the Wall Street Journal Online, GrandParents.com, NationalPost.com, SeniorMarketAdvisor.com, ThirdAge.com, Kiplinger's Personal Finance, RedwoodAge.com, CNNfn, FOX’s “Hannity & Colmes”, Bloomberg Business Radio, and hundreds of radio stations nationwide. He is a former guest host of “Money Matters”, a daily personal finance radio program simulcast throughout NY, NJ and CT, and formerly a financial commentator for RNN-TV.
Bill currently writes a weekly column in The Saratogian called "Making Work Optional", a monthly magazine column called "Dollars & Sense", and he is the Retirement Success Expert for Boomj.com, a baby-boomer social networking website. He has also appeared in Financial Planning, Personal Excellence, Investment News, Inside Information, the Journal of Financial Planning, Triathlete, Senior Market Advisor, Reach!, Violet for Women, Boom News, Next!, The Albany Times-Union, The Richmond Times Dispatch, The Sun News, Seacoast Newspapers, Press & Sun Democrat, Alexandria Daily Town Talk, Portsmouth Herald News, The Saratoga Business Journal, Saratoga Today, Senior Beacon, The Bergen Record, Northeast Pennsylvania Business Journal, Arkansas Aging, The Pacific Business Journal, National Underwriter Life & Health, TheStarPress.com, The Capital District Business Review and The Chronicle of Higher Education. Bill's first book, 101 Stock Market Guarantees, was published in 2004.
In his leisure time, Billy, as his friends call him, loves to sing. He is an accomplished vocalist and has performed the National Anthem at Madison Square Garden, the Pepsi Arena and other sporting venues. His love of singing and knowledge of money, combined with his witty sense of humor and desire to fight financial illiteracy, come full circle with his development of hilarious financial-related song parodies found at www.PerfectHarMoney.com.
Bill is a graduate of Marist College and obtained his certification in financial planning from The College for Financial Planning in Denver. He is a member of the Financial Planning Association, the Society of Certified Senior Advisors and the National Ethics Bureau. Active in his community, Bill has coached youth soccer and basketball, and has volunteered to help raise money for Special Olympics, March of Dimes, Make-A-Wish Foundation and the American Heart Association. Additionally, he has volunteered his time to advise individuals at the Financial Planning Clinic sponsored annually by the Certified Financial Planner Board of Standards Inc.
Bill has been married for nearly 20 years to his wife Tori. Together they have 3 sons, 2 dogs, and 5 fish.
