Foundations of Retirement

Brian Vosberg is President of Vosberg Wealth Management, a retirement and tax planning firm. He is a CERTIFIED FINANCIAL PLANNER™ and has Master's degrees in both Financial Planning and Taxation. For over twenty years, Brian has been focused on guiding pre-retirees and retirees to reach their retirement goals.

In Foundations of Retirement, Brian draws upon his story of resilience while sharing his professional experience as a dedicated advocate for successful retirement planning. The book bridges the gap between emotional and practical approaches to financial planning. Brian outlines strategies for:

Identifying the Retirement Income Gap™

An understanding of Social Security

Five foundational elements of retirement

Developing a money mindset by Conquering Financial Basics

Deciding when to stop working

Underspending and overspending in retirement

Advanced tax planning

The untold story of women’s retirement

Piecing together the retirement puzzle

Finding the right advisor

If retirement feels daunting or uncertain, Foundations of Retirement offers practical tools, keen strategies, and inspiring insights to guide you. This isn’t just about securing your financial future — it’s about creating a retirement that supports your beliefs, values your present, and empowers your future.