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Retirement Planning

Bob Carlson shares miscellaneous advice on retirement and related topics

Found 125 Articles.
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4 Financial Risks Unique to Retirement and How to Protect Yourself From Them

February 14, 2025

There are risks to every phase of our financial lives. But there are some financial risks that are unique to retirement, and these risks often are greater than the pre-retirement risks. The risks that are present in earlier periods of life continue in retirement. We still need to know them and prepare for them. People […]

“What the Election Means for Social Security, Medicare, Taxes, and More” Conference Call

November 14, 2024

Welcome to my subscriber-only conference call: What the Election Means for Social Security, Medicare, Taxes, and More… Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program

“What the Election Means for Social Security, Medicare, Taxes, and More” Conference Call

November 14, 2024

Welcome to my subscriber-only conference call: What the Election Means for Social Security, Medicare, Taxes, and More… Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program

Bob’s Journal 8/29

August 29, 2024

A Potential Opportunity in Gold Mining Stocks Investors who follow the headlines know that gold has paced the markets in 2024, recently reaching record highs. But few investors realize that, unlike most periods in the past, stocks of gold mining companies haven’t kept pace with the price of the metal. Historically, stocks of gold miners […]

What Younger Generations Need to Know About Social Security and Medicare

August 1, 2024

Young adults in the United States have been skeptical about Social Security at least since the days when I was one of them. Today’s younger generations are no different, and that’s affecting their retirement planning. About 47% of non-retirees believe Social Security won’t pay them any retirement benefits, according to a 2023 Gallup survey reported […]

“The Coming Retirement Squeeze” Conference Call

March 19, 2024

Welcome to my subscriber-only conference call: The Coming Retirement Squeeze Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program

“The Coming Retirement Squeeze” Conference Call

March 19, 2024

Welcome to my subscriber-only conference call: The Coming Retirement Squeeze Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program

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