Investing with Bob Carlson

Bob Carlson’s Retirement Watch Spotlight Series

BOB CARLSON is editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.

Mr. Carlson is also the Chairman of the Board of Trustees of the Fairfax County Employees’ Retirement System, which has over $2.8 billion in assets, and has served on the board since 1992. He was also a member of the Board of Trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005.

He is a frequent speaker at investment conferences around the country, and you can also hear Bob as a featured guest on nationally-syndicated radio shows, such as The Retirement Hour, Dateline Washington, Family News in Focus, The Michael Reagan Show, Money Matters and The Stock Doctor.

Retirement Watch Spotlight Series

In addition to Retirement Watch, Bob offers an invaluable companion service called Retirement Watch Spotlight Series. Each month, Spotlight Series provides a deep-dive video discussion into a specific topic affecting retirees today. Each provides actionable advice for you to make the most out of your golden years. To make sure your retirement planning is rock solid, click here now.

Bob Carlson

Bob Carlson is editor of the monthly newsletter Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In Retirement Watch, he provides independent, objective research covering all the financial issues of retirement and retirement planning. Bob has now also launched an exclusive new service - Lifetime Retirement Protection Program - which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com.

Bob Carlson is the editor of the monthly newsletter, Retirement Watch, the monthly video series, Retirement Watch Spotlight, and a weekly free e-letter, Retirement Watch Weekly. In these, he provides independent, objective research covering all the financial issues of retirement and retirement planning.

Bob has now also launched an exclusive new service - Lifetime Retirement Protection Program - which gives members the tools and knowledge to maximize their retirement finances for the rest of their lives.

The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com.

Bob Carlson has served on the Board of Trustees of the Fairfax County Employees' Retirement System since 1992 and been chairman since 1995. The system has more than $4 billion in assets. Mr. Carlson was a member of the Board of Trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. He was appointed to the Virginia Retirement System Deferred Compensation Plans Advisory Committee in 2011. His latest book is the revised edition of The New Rules of Retirement (Wiley, 2016; first edition 2004). He also co-authored Personal Finance after 50 for Dummies (with Eric Tyson; Wiley, 2015) and wrote Invest Like a Fox…Not Like a Hedgehog (Wiley, 2007). He has written numerous other books and reports, including The New Rules of Estate Planning, Securing Your Lifetime Stream of Income, Tax Wise Money Strategies, Retirement Tax Guide, How to Slash Your Mutual Fund Taxes, Bob Carlson’s Estate Planning Files, and 199 Loopholes That Survived Tax Reform. He also has been interviewed by or quoted in numerous publications, including The Wall Street Journal, Reader's Digest, Barron's, AARP Bulletin, Money, Worth, Kiplinger’s Personal Finance, the Washington Post, and many others. He has appeared on national television and on a number of radio programs. He is past editor of Tax Wise Money. Mr. Carlson also was a Commissioner on the Fairfax County Redevelopment and Housing Authority. Carlson is an attorney and passed the CPA Exam. He received his J.D. and an M.S. (Accounting) from the University of Virginia and received his B.S. (Financial Management) from Clemson University. He also is an instrument rated private pilot. He is listed in many editions of Who's Who in America and Who's Who in the World.