Introducing…

Retirement Watch Spotlight:

The New Monthly Series Guaranteed to Help Maximize Your Retirement Nest Egg

Hi, Bob Carlson here. Welcome to Retirement Watch Spotlight.

Each month in my new webinar series, I’ll discuss the most important retirement topic of the day, and give you all the actionable takeaways you need to take advantage.

Whether it’s making sure you’re out in front of big directional swings in the market… or positioning your wealth to stay ahead of our new tax laws (see below)… or even locking down your estate to make sure your heirs get everything they deserve…

Each month you’ll come away knowing exactly what to do to make the most of your retirement.

Here’s a look at my first Spotlight webinar, in which I reveal in detail how to protect yourself if the market experiences a sudden correction…

Click on the arrow below to listen (make sure your speakers are turned up):


Here’s What You’ll Take Away from
My First Spotlight Seminar:

Remember, extended market booms tend to end in bangs, not whimpers.

It’s absolutely critical that you set your strategy for the coming bear market now… before it’s too late.

What You Can Expect from Installment #2 of My Spotlight Series:

Long-term Care Expenses: It’s the biggest retirement fear of most Americans, and it makes or breaks most retirement plans.

In fact, not only is the most common mistake NOT providing for long-term care in their retirement plans…

But of those who DO, many pay a whopping 100% more than they should for long-term care insurance!

In Spotlight Seminar #2, I’ll Show You:

Spotlight Seminar #3: Navigating the Great Transition: My Investment & Economic Year-end 2017 Review

In Navigating the Great Transition, we review what the markets and economy did in 2017… raise and answer the key questions that investors should be asking, and project where the economy and markets are heading for the rest of 2018.

You’ll learn the following:

Seminar #4: How the New Tax Law
Shakes Up Your Retirement Finances

When President Trump’s new tax laws took effect earlier this year, they changed the rules of the game when it comes to your income and retirement. Strategies that formerly afforded you tax savings were changed and new laws were introduced. How you take advantage of these changes will have an enormous impact on your golden years.

In Spotlight Seminar 4, I’ll take you through the recent tax law changes and how to best use them to your advantage, including…

Seminar #5: Maximizing Your Home Pension

For many Americans, the single largest asset they own is their home. Unfortunately, home equity is also the single most underused asset for retirement planning. When you know how to take advantage of the opportunities your home equity provides, you can create a significant source of lifetime retirement, you can use it to pay off debt, or you can….

In Spotlight Seminar #5, I’ll show you…

Seminar #6: 11 Essential Estate Planning Documents & Strategies

In this spotlight, I pore through the most commonly used documents and strategies involved in estate planning. He shares what you need to think about when filling out these documents, what you should avoid, and the specific benefits associated with each. I also offer tips on organizing your information to ensure you estate planning is done right.

In Spotlight #6, I discuss the 11 essential estate planning documents & strategies:

My two most recent seminars are: 15 Ways to Increase After-tax Income in Retirement, and 12 Social Security Myths & Mistakes.

As you can see, there’s a lot to cover. That’s why I developed my Spotlight Series in the first place.

And, frankly, you can’t put a price on good retirement advice. But my subscribers tell me otherwise:

“As a Wharton graduate, money manager, Chief Financial Officer, and Certified Financial Analyst, I didn’t think I needed help in making investment choices and planning for my retirement. I was wrong. I trust Bob Carlson completely and follow his investment, tax, and planning advice personally.” —Sandy K.
“[Your] suggestion struck a chord… and that represents a potential $100,000 in avoided estate taxes at the 40% rate. Thanks for the clear and concise estate and retirement information. Again, my heirs and I have greatly benefited from your vast well of knowledge.” — Warren W., San Jose, CA
“I lost a lot of money by not paying attention to Bob [Carlson]. My financial advisor had me deep in the NASDAQ, so I finally fired him. I’m now paying much more attention.” —John G., Annapolis, MD

Bottom line: The faster you join Retirement Watch Spotlight, the faster you can reap the money-saving (and money-making) benefits.

To get started — with immediate access to my Spotlight webinars — simply click the red button below.

I look forward to helping you maximize your retirement.

Sincerely,
Bob Carlson
Bob Carlson