Foundations of Retirement A Roadmap to Securing Your Financial Future
Foundations of Retirement bridges the emotional and practical sides of retirement planning, showing you how to work with your deeply ingrained financial beliefs to build a plan that reflects your values. With clear strategies, practical tools and inspiring stories, this book is there to help you create a retirement that balances long-term, security with the freedom to enjoy life’s moments.
Build your foundation for a fulfilling retirement today!
Inside this book, you’ll learn:
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Your Financial Mindset: Understand how your unique perspective on money influences your retirement planning and how to leverage it to your advantage.
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Real Strategies for Real People: Gain tools and actionable steps to build a retirement that supports your lifestyle and values.
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How To Balance Your Goals:Â Learn to integrate long-term security with the freedom to pursue joy and meaning in your retirement years.
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Get your Foundations of Retirement worksheets
Ready to plan for a confident retirement? Download the free worksheets to help you get started! Get your Retirement Budget Worksheet, Asset and Liability Worksheet, and a Define Your Retirement Worksheet—tools that will guide you in creating a clear financial plan.
Meet The Author
Brian Vosberg CFP®, MSTAX, MSFS, ChFC®, CLU®, RICP®, EA
Brian Vosberg is President of Vosberg Wealth Management, a retirement and tax planning firm. He is a CERTIFIED FINANCIAL PLANNER®, has Master’s Degrees in both Financial Planning and Taxation , and is also an Enrolled Agent with IRS. For over 20 years, Brian had been focused on guiding pre-retirees and retirees to reach their retirement goals. He has shared his knowledge with thousands of individuals about Social Security and Retirement Planning through educational seminars and workshops.
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