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10 Questions You Must Answer Before and During Retirement

Robert Carlson is founder & editor of Retirement Watch, now in its 30th year of publication. He has written several books, including Where’s My Money: How to Get the Most out of Your Social Security and The New Rules of Retirement-Second Edition. Whether you are retired or planning for retirement, there are 10 questions you must answer and keep reviewing throughout retirement. These questions often are the most-overlooked issues in retirement, yet they determine whether you’ll have a successful retirement.

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Robert Carlson
Retirement Watch, Editor
Robert Carlson is editor of the monthly newsletter and website, Retirement Watch. He is chairman of the board of trustees of the Fairfax County Employees' Retirement System, which has over $3 billion in assets, and was a member of the board of trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. He co-authored Personal Finance After 50 for Dummies (with Eric Tyson). Previous books include Invest Like a Fox...Not Like a Hedgehog and The New Rules of Retirement.

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Course Content

10 Chapters • 1:49:13 Duration
  • The most important yet overlooked question in retirement planning
  • Why most people answer this wrong
  • The special importance for married couples
  • Why this often is not a one-time decision
  • The right way to analyze Social Security
  • Key issues for married couples and surviving spouses
  • The biggest gap in most retirement plans
  • What’s wrong with the conventional advice
  • How to develop your spending plan
  • The biggest risks to your retirement security
  • How to reduce those risks
  • How to develop a spending plan to make your nest egg last
  • Most retirees overpay out-of-pocket medical expenses
  • Medicare Advantage vs. Original Medicare
  • Reducing coverage gaps
  • What most people misunderstand about long-term care (LTC)
  • The tools available to pay for LTC
  • How to find the best LTC plan for you
  • Why so many people become vulnerable
  • Simple ways to improve your security
  • The two legal tools you need
  • Failure puts estate and heirs at risk
  • More widespread problem than people realize
  • Three steps you have to take
  • When most retirement plans fall apart
  • Not about life insurance
  • What you need to do
  • Questions you need to ask
  • Setting up the structure
  • 5 more questions to ask

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