27-05-2025
New Book Release: Foundations of Retirement by Brian Vosberg Offers a Comprehensive Guide to Tax Efficient Retirement Planning
GLENDORA, Calif., May 27, 2025 /PRNewswire/ -- Brian Vosberg, esteemed financial planning expert and President of Vosberg Wealth Management, announces the release of his highly anticipated book, Foundations of Retirement: A Roadmap to Securing Your Financial Future. This essential guide focuses on helping individuals approaching retirement make smart, strategic decisions through a clear emphasis on tax efficient retirement planning.
With over two decades of experience as a CERTIFIED FINANCIAL PLANNER™ and holding master's degrees in both financial planning and taxation, Vosberg brings a unique depth of expertise to the critical intersection of tax planning and retirement planning. In Foundations of Retirement, Vosberg blends personal insights with professional strategies, offering an accessible, actionable roadmap to financial clarity in retirement.
"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
Vosberg's book bridges the emotional and practical aspects of retirement, with a strong emphasis on integrating tax efficient strategies into every phase of the retirement journey. Core 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
Foundations of Retirement offers real-world tools and expert guidance tailored for individuals seeking not just peace of mind, but strategic, tax-smart planning to optimize their retirement years.
"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
Brian Vosberg is a dedicated advocate for secure, tax-efficient retirements. As a fiduciary, he prioritizes his clients' best interests and has guided thousands of individuals through complex financial transitions. Since founding Vosberg Wealth Management in 2003, Vosberg has specialized in tax planning and retirement planning for clients over 50, providing tailored solutions that ensure long-term financial security.
Vosberg's leadership and expertise have earned widespread recognition. His firm was voted Favorite Financial Planning Company of 2024 by the San Gabriel Valley's Readers' Choice Awards. He also serves as an Adjunct Professor of Finance at California State Polytechnic University, Pomona, sharing his knowledge of tax efficient retirement strategies with future professionals.
When not advising clients or teaching, Vosberg enjoys family time, coaching his son's soccer team, and adventuring through Disneyland parks around the world.
About Vosberg Wealth Management
Vosberg Wealth Management is an independent firm specializing in tax efficient retirement planning for individuals aged 50 and over. The firm's personalized, values-based approach to tax and retirement planning has earned it a trusted reputation in the financial services industry. Clients count on Vosberg Wealth for thoughtful guidance that helps them retire with confidence—and keep more of what they've earned.
Contact InformationBrian VosbergEmail: 391489@ Phone: 626-358-5458Website:
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