Bob Carlson has an investing service called Retirement Watch.
Like the name suggests it's for people that are planning their retirement.
Bob claims he can show you everything you need to know about planning for your retirement.
Is this true or all just one big scam?
You'll get answers to that question and more in this review.
Additionally, you'll see some background information about this product that you won't find anywhere else.
Let's get started!
Retirement Watch Summary
Creator: Bob Carlson
Price to join: $77 per year
Do I recommend? Sort of
Overall rating: 3.5/5
Bob Carlson is a legitimate expert with retirement planning and has an impressive resume.
Additionally, the price for this service is affordable and gets good customer reviews.
Once you sign up Bob will promote much more expensive products to you constantly and people seem to hate that.
But if you can get past that there's definitely value here.
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Everything You Need To Know About Bob
Before we get into what Retirement Watch is offering, let's take a look at the man in charge - Bob Carlson.
Here's everything you need to know about him:
Bob's Been In The Game For A Long Time
I've reviewed hundreds of investing services and I'm pretty familiar with all the top names in the industry.
A big problem in the investing world is a lot of these stock pickers are very young.
The other day I reviewed a program from a kid two years removed from college.
How can you trust someone like that?
The good news is this isn't the case - Bob Carlson has LOADS of experience with retirement planning and investing.
Believe it or not Retirement Watch is over 30 years old and was founded in 1991!
That's very impressive.
Most investing newsletters are around for a few years and collapse because they stink.
When you see a service going for over 30 years you know it's a winning newsletter.
Customers would leave if it weren't making money.
Seasoned Retirement Veteran
Bob's resume is long and there's a lot to like about it - he hasn't just been running Retirement Watch.
He actually is the Chairman Board of Trustees for Fairfax County, VA employees retirement system
This job "oversees the operations and policies of the agency, including asset allocation manager selection, actuarial assumptions and disability retirement applications."
Fairfax County isn't some small county that anyone could get a job in.
It has over 1 million people in it and is the county that borders Washington D.C.
To be in charge of asset allocation for retirees in a county like this is very impressive.
And it's not a job they'd give to someone who doesn't know what they were doing.
Apparently he oversees a $2.2 billion portfolio here.
So this is another good sign that Bob will give you good tips on retirement.
Gets Good Customer Reviews
Because Retirement Watch has been around for so long there's a lot of customer reviews out there - most are pretty positive.
The best place to find customer insights about investing products is Stock Gumshoe.
Over 100 customers have voted on the quality of this newsletter there and it has a 3.6/5 rating:
3.6/5 is pretty good for Stock Gumshoe and definitely better than average.
The only thing customers don't appreciate is the constant upselling after you buy the newsletter.
This is just how the investing newsletter world works, though.
These companies always offer an affordable newsletter then try to get you to spend more after.
Recommended: The Best Place To Get Stock Picks
What Is Retirement Watch Offering?
Like the name suggests Retirement Watch is all about retirement planning.
So basically everything being offered revolves around that.
Here's an overview of everything:
This is the main part of the offer and essentially what you're paying for.
Every month you'll get a new copy of Retirement Watch that includes commentary about the market and new investment ideas.
Another key aspect of Retirement Watch is the model portfolio.
This is a collection of assets that Bob believes are good for your retirement.
Additionally, you will get updates on the portfolio when needed.
If new assets need to be bought or sold you will be told when to do that.
Bunch Of Special Reports
Along with your subscription you get a bunch of special reports to help you plan retirement, save on taxes and invest.
There's three different subscriptions and the more you pay the more special reports you get.
If you get the $49 subscription you get:
- New Rules of Retirement
- 5 Easy Chair Portfolios To Find Your Retirement Dreams
- Your 20 Minute Estate Plan
If you get the $77 subscription you get those reports plus these:
- Truth About Annuities
- How to Insure Your Way to a Rock Solid Retirement
- Real Estate Tax Bombs to Avoid
- How to Inflation Proof Your Nest Eff with ETFs
If you pay $149 you get all of those reports plus a special report on real estate planning.
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Retirement Watch FAQ's
Still have some questions about this newsletter?
Here's answers to any remaining questions you might have:
1) How Much Does Retirement Watch Cost?
Retirement Watch has three different prices levels which we discussed in the last section.
The price is $49, $77 or $149 (all yearly costs).
The more you pay the more special reports you get.
Keep in mind that there is upsells, though.
This product just gets you into the sales funnel and there will be products that cost thousands being pitched to you after you buy.
2) Is There A Refund Policy?
There is no mention anywhere on the website about a refund policy.
So this is usually a sign that there isn't a refund policy.
I typically avoid investing services that don't offer a refund policy.
3) Is Bob Carlson Legit?
You'll have a hard time finding someone as legit as him selling stock picks.
Not only has he been running this service for over 30 years, he holds big positions managing retirement funds.
To be one of the guys in charge of retirement funds in Fairfax county, a big and wealthy county in Virginia, you need to be very competent.
4) Who Is This Service For?
Retirement Watch is for people planning their retirement.
So if you're young and looking to build your wealth through investing there's no need to sign up for this product.
But if you're planning retirement and want to ensure you're comfortable this service can work for you.
Recommended: The Best Place To Get Stock Picks
Retirement Watch Pros And Cons
Retirement Watch Conclusion
Most of the products I review on this website aren't worth your time.
A lot of low lives make money in the stock picking industry.
However, this isn't the case for Bob Carlson.
Bob Carlson is very respectable and an actual expert in retirement.
His resume is great and his accomplishments are too.
Overall Retirement Watch is very affordable and if you're planning on retirement you should definitely consider buying.
Just look out for the upsells and don't spend thousands on the other products unless you really want to.
Here's A Better Opportunity
Retirement Watch is a good investing service and it's worth considering.
However, it's not my favorite investing newsletter out there.
I've reviewed HUNDREDS of stock selecting services..
To see my favorite (which is very affordable), click below:
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