Retirement Watch Lighthouse Logo

Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 107 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

The Bombshell Battle Plan: How To Defend Against the IRS’ Secret Weapon

November 18, 2020

Click the PDF below to read this Special Report. […]

Disinherit the IRS

November 18, 2020

Click the PDF below to read this Special Report. […]

Bob’s Journal for 6/4/20

June 4, 2020

Some Notable Events That Grabbed My Attention This Week I’ll make a live presentation at a MoneyShow’s Virtual Event next Wednesday, June 10, at 10:20 a.m. EDT, when I talk about “Important Recent Changes in IRAs and Other Retirement Planning Strategies You Must Know.” My Eagle Financial Colleague, Bryan Perry, and about 60 other investing […]

The Family Bank Life Insurance Strategy: Your Own Personal Retirement Bank

May 25, 2020

In last week’s edition of Retirement Watch Weekly, I introduced readers to the Family Bank Strategy. Today, we’ll answer some commonly asked questions about it, starting with… Who should consider the Family Bank Strategy? One good candidate is someone who is keeping money in conservative investments as a safety net or in case someone in […]


How to Create Your Own Personal Retirement Bank with Life Insurance

May 19, 2020

Have you heard of the “Secret 770 Account” and “The President’s Account?” Or maybe you’ve seen these: Banking on Yourself® or “Infinite Banking?” Or perhaps even these: “Becoming Your Own Banker,” “The Personal Bank,” or “The Retirement Miracle?” If you read financial publications, especially online, you almost certainly have come across some of these. You’ve […]

10 Reasons to Think Twice About Early Retirement

August 9, 2019

Early retirement is a goal of some people and a dream for many. There’s a lot of appeal in the idea of being financially independent and no longer tied to a job when people are still young enough to engage in a wide range of activities. Early retirement can mean living wherever you want and […]

The First Retirement Planning Question

January 24, 2019

It always is nice when the rest of the financial world begins to catch on to what I’ve been teaching my Retirement Watch readers. Many years ago, I began telling people that the first issue in retirement planning is deciding how you want to live in retirement. You can’t determine a realistic spending plan until […]


Your Retirement Blueprint: 7 Key Questions for Ages 50 and Older

December 17, 2018

Successful retirement has a blueprint. Whether you are already retired or retirement is years away, you can follow the blueprint to enhance your financial independence. For starters, you should always have a written retirement plan. (Surveys of retirees demonstrate that those who have written plans are more satisfied.) Developing a plan requires you to carefully […]

var googletag = googletag || {}; googletag.cmd = googletag.cmd || []; pixel

Log In

Forgot Password