Brian Vosberg, adjunct professor of finance at Cal Poly Pomona and president of Vosberg Wealth Management, has released a new book aimed at helping individuals navigate the complexities of retirement.
Titled Foundations of Retirement: A Roadmap to Securing Your Financial Future, the book offers a practical guide to retirement planning, emphasizing tax-efficient strategies and goal-driven decision making.
With more than 20 years of experience as a CERTIFIED FINANCIAL PLANNER™, Vosberg draws from his dual master’s degrees in financial planning and taxation to simplify the often-overwhelming retirement process. He blends professional insights with real-life scenarios to help readers make intentional financial decisions.
"Retirement planning doesn't have to be overwhelming," said Vosberg. "My goal with Foundations of Retirement is to empower readers with the tools and strategies they need to confidently take control of their financial future—with a strong focus on tax efficiency and intentional planning that reflects their personal goals and values."
Key Strategies Covered in Foundations of Retirement
The book explores the emotional and practical aspects of retirement, integrating tax-efficient strategies into each stage of the journey. Topics include:
- Identifying the Retirement Income Gap™
- Understanding Social Security
- Exploring the five foundational elements of retirement
- Developing a money mindset by conquering financial basics
- Deciding when to stop working
- Managing underspending and overspending in retirement
- Advanced tax planning to maximize retirement income
- Addressing the often-overlooked story of women's retirement
- Piecing together the retirement puzzle
- Finding the right financial advisor
Vosberg said he hopes the book will provide readers with the clarity and confidence needed to create a sustainable financial plan.
"My approach to retirement planning goes beyond numbers—it's about creating a vision and making it sustainable through thoughtful, tax aware decisions that protect and grow wealth," Vosberg explains.
About the Author
Vosberg founded Vosberg Wealth Management in 2003 and has since specialized in working with clients over 50, helping them prepare for long-term financial security. His firm was recently named Favorite Financial Planning Company of 2024 by the San Gabriel Valley’s Readers’ Choice Awards.
In addition to running his firm, Vosberg shares his expertise with students at Cal Poly Pomona, where he teaches courses on retirement planning. Outside of work, he enjoys spending time with his family, coaching his son’s soccer team, and exploring Disney parks around the world.
