-- Meet Bill Losey -----------
Bill Losey, CFP®, CSA
Author of Retire in a Weekend!
Bill Losey, CFP®, CSA, America's Retirement Strategist®, is a highly sought-after advisor, retirement authority, thought-leader, author and TV personality 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 over 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, personal finance and investing, Bill is the resident retirement expert on CNBC's "On The Money", as well as a frequent contributer on KABC in Los Angeles and Federal News Radio in Washington, D.C. Bill has also been interviewed by or appeared on Oprah & Friends, Martha Stewart Living Radio, the CBS Evening News, FOX Business Network, CBS6-TV, CW11 Morning News, Retirement Living TV, Leading Experts TV, the CBS Radio Network, AARP Magazine, BankRate.com, CNNMoney.com, AOL.com, SmartMoney.com, Morningstar.com, the Wall Street Journal Online, U.S. News & World Report, BusinessWeek.com, Kiplinger's Personal Finance, AARP Bulletin, CNNfn, FOX's "Hannity & Colmes", Wall Street Journal Blogs, Yahoo! Finance, Bloomberg Business Radio, CNN.com, FOX News Radio, Wall Street Journal Sunday, Credit.com and hundreds of radio stations nationwide. He formerly wrote a monthly column called "Dollars & Sense" for Life@Home magazine, wrote a weekly column called "Making Work Optional" for The Saratogian, was the guest host of "Money Matters", a daily personal finance radio program simulcast throughout NY, NJ and CT, and was a financial commentator for RNN-TV.
In addition to his frequent TV and radio appearances, Bill blogs weekly for CNBC, is a freelance contributer to the AARP, and is the Retirement Success Expert for Boomj.com, a baby-boomer social networking website. He has also appeared in New York Daily News, Financial Planning, Personal Excellence, Investment News, The Chicago Tribune, Cents, Oprah.com, The Daily Herald, Inside Information, The Atlanta Journal Constitution, the Journal of Financial Planning, Hudson Valley Business Journal, Life After 50, Business Life, Plan Advisor, Triathlete, AmericanChronicle.com, Senior Market Advisor, Boomer Market Advisor, Reach!, Violet for Women, Boom News, Next!, The Albany Times-Union, The Richmond Times Dispatch, The Sun News, Afro American, Seacoast Newspapers, GrandParents.com, NationalPost.com, ThirdAge.com, American Chronicle, Press & Sun Democrat, The Pacific Business Journal, RetirementForMen.com, The Liberty Tribune, PlacesOfValue.com, Bucks County Courier Times, Vermont Maturity Magazine, The Orlando Sentinel, SeniorMarketAdvisor.com, The Tampa Tribune, The Troy Record, Alexandria Daily Town Talk, Richmond-Times Dispatch, Portsmouth Herald News, Today's Charlotte Woman, Dos Mundos, TotallyHer.com, The Saratoga Business Journal, Saratoga Today, PhillyBurbs.com, Oneida Dispatch, Spirit of Saratoga, Senior Beacon, The Bergen Record, The Northeast Pennsylvania Business Journal, Pennsylvania Business Central, Arkansas Aging, TownHall.com, National Underwriter Life & Health, TheStarPress.com, RedwoodAge.com, Asset Magazine, SeniorsForLiving.com, The Australian Financial Review, Asian Enterprise Magazine, Mail Tribune, Registered Representative, 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 20 years to his wife Tori. Together they have three sons, two dogs, and one fish.
