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Small Business Boomers

July 27th, 2008

Free teleseminar from Bill Losey

As part of National Retirement Planning Month, Bill Losey has put together several teleseminars.  The last one is next Wednesday.  Here are the details:
Wed., July 30th @12pm EST, 9am PST - The Joy of Not Working
 w/Best-Selling Author Ernie Zelinski
CALL-IN NUMBER & ACCESS CODES ARE THE SAME FOR ALL EVENTS. NO RESERVATIONS ARE REQUIRED.
Call-In Number: 1-605-475-4150
Access […]

By Jean -- 0 comments

July 14th, 2008

What if baby boomers want to use a financial planner?

One last question in my interview with Bill Losey for National Retirement Planning Month:
Q: We talked about baby boomers being their own financial planners. What if I decided I needed a retirement plann. What would I have to pay? What kinds of people typically use a financial advisor?
A: Baby boomers […]

By Jean -- 0 comments

July 8th, 2008

The Big Worry for Boomers: Will I Outlive My Retirement Savings

Last week, I posted some questions and answers from my interview with Bill Losey about National Retirement Planning Month.  This week, a couple more questions: 

Q:  You mentioned that the #1 biggest concern baby boomers have is that they will outlive their incomes.  I can certainly relate to that one!  What’s the best strategy to alleviate this concern?
A: […]

By Jean -- 4 comments

July 2nd, 2008

The Single Biggest Retirement Planning Mistake Boomers Make

Are you thinking about retirement in the next few years? In my interview with Bill Losey in recognition of National Retirement Planning Month, I asked him:
Q: What is the single biggest mistake people make in planning their retirements?
A: In Retire in a Weekend I said the biggest mistake is taking advice from unqualified […]

By Jean -- 2 comments

July 1st, 2008

July is National Retirement Planning Month! My interview with Bill Losey, author of Retire in a Weekend

In recognition of National Retirement Planning Month in July, I interviewed Bill Losey, America’s Retirement StrategistTM , author of the book Retire in a Weekend: The Baby Boomer’s Guide to Making Work Optional. Bill is a Certified Financial PlannerTM and a Certified Senior Advisor and he has lots to say to those of […]

By Jean -- 7 comments

June 30th, 2008

What’s coming in July on Small Business Boomers?

I have lots of stuff to talk about in July:

July is National Retirement Planning Month, and I’m going to be interviewing Bill Losey, CFP, CSA, author of Retire in a Week, who will provide some great information about retirement planning for Baby Boomers.
July is also the middle of the year and time to take stock […]

By Jean -- 0 comments