In “The New Rules of Retirement,” author Robert Carlson offers a fresh and practical guide to planning for and enjoying a fulfilling retirement. Through a combination of expert advice, real-world examples, and personal anecdotes, Carlson provides readers with the tools and guidance they need to navigate the complex world of retirement planning and make the most of their golden years.
In this review, we’ll take a closer look at some of the key ideas and takeaways from the book, as well as its overall effectiveness as a guide to retirement planning.
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In The New Rules of Retirement, author Robert Carlson provides an easy-to-follow guide for those approaching retirement. Carlson provides an overview of the new financial landscape of retirement and how to navigate it.
There are a few key reasons why I believe that The New Rules of Retirement by Robert Carlson is an important book for anyone nearing retirement age or already retired. First, the book provides a clear and concise overview of the major changes that have occurred in the different aspects of retirement over the past few decades. These changes include everything from increased life expectancy and the rise of the gig economy to the decline of traditional pensions and the rise of 401(k)s. As someone who is nearing retirement age, it is important for me to be aware of these changes so that I can make the best decisions for my own retirement assets.
Second, The New Rules of Retirement offers a wealth of practical advice for those of us who are approaching retirement age. Carlson covers everything from how to plan for a comfortable retirement to how to make the most of our golden years. His advice is based on extensive research and personal experience, and it is presented in a clear and easy-to-understand way. Finally, I believe that The New Rules of Retirement is an important book because it challenges many of the assumptions that we have about retirement. For example, Carlson challenges the notion that retirement necessarily means giving up work completely. He argues that, for many of us, retirement can be a time to pursue new interests and continue to contribute to society in meaningful ways
He explains the retirement planning process, how to make the most of your retirement spending, and how to protect your retirement savings. He covers topics such as Social Security, Medicare, and investment & financial strategies, as well as how to plan for later life transitions. Carlson’s book is an essential read for anyone approaching retirement.
Summary of The New Rules of Retirement Book
In his book, The New Rules of Retirement, Robert Carlson provides readers with a quick and easy guide to retirement planning. He covers a wide range of topics, including how to save for retirement, how to plan for retirement income, and how to make the most of your retirement years.
The book provides readers with advice on how to save money, how to invest, and how to plan for retirement. The book also discusses the importance of maintaining a healthy lifestyle and staying active in retirement.
The following are key takeaways from The New Rules of Retirement:
- It is never too late to start saving for retirement.
- Investing in the markets with a mix of stocks and bonds is the best way to grow your retirement nest egg.
- It is important to have a retirement plan that includes both income and health care expenses.
- You can still have a successful retirement even if you do not have a traditional pension.
- Staying active and healthy is important in retirement.
While the book is aimed at those who are nearing retirement age, it is also a helpful resource for younger readers who are just starting to think about their retirement plans. Carlson’s clear and concise writing style makes The New Rules of Retirement an easy and enjoyable read.

Who is The Book For?
- The New Rules of Retirement is a book that should be read by anyone who is planning for retirement.
- The book covers a wide range of topics that are relevant to retirement planning, including how to save money, how to invest money, and how to make the most of your retirement years.
- The book is written in a clear and concise manner, making it easy to understand and follow.
- The author, Robert Carlson, is a well-known financial planner and retirement expert, so you can be sure that the information in the book is reliable and accurate.
- If you are serious about planning for your retirement, then The New Rules of Retirement should be at the top of your reading list.
- The book is a must-read for anyone who wants to retire successfully.
One of the topics covered in the book is how to deal with loan credit. This is an important issue for those seeking financial security after terminating employment. The book gives some great advice and reasonable steps on how to handle this situation and the risk.
The book goes beyond the basic rules of thumbs and financial aspects of dealing with retirement asset contributions, distributions, managing retirement benefits, investment returns, taxes, and planning for long-term care expenses in this new phase of life. Carlson goes into a sustainable spending strategy, smart planning for your portfolio in retirement, how to cover medical expenses, and investment advice on income investments for retirees.
Another topic covered in the book is how to manage your finances after you have retired. This includes information on how to make retirement withdrawals from your account, as well as how to complete your estate planning documents . This is a critical step in a comprehensive retirement plan.
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Who is The Book Not For?
- Not everyone will get something out of reading “The New Rules of Retirement Summary by Robert Carlson.”
- The book is likely not going to be helpful for people who are already retired, those who are not close to retirement age, or those who have not saved enough for retirement.
- The book is designed as a guide for people who are 10-15 years away from retirement and need to start making some decisions about how to make the most of their retirement savings.
- If you are not retired or close to retirement, this book is not for you.
- In addition, if you are not interested in personal finance or retirement planning, this book is also not for you.
Book in Bullet Points
Takeaways from The New Rules of Retirement
- This book is about how to retire successfully. Robert Carlson lays out 10 new rules that retirees need to follow in order to have a happy and successful retirement.
- The first rule is to have a retirement plan. This plan should include how much money you will need to have saved, how you will generate income in retirement, and what your expenses will be.
- The second rule is to make sure that your portfolio is properly diversified. This means having a mix of stocks, bonds, and other investments.
- The third conventional wisdom is to begin withdrawing money from your retirement accounts with gradual distributions over a period of time. By doing this, you will avoid having to pay income taxes on all of the money at once.
- The fourth rule is to make sure that you have enough life insurance. This will help to ensure that your loved ones are taken care of financially if you die.
- The fifth rule of thumb is to create a budget and stick to it. This will help you to make sure that you do not overspend in retirement.
- The sixth rule is to stay healthy. This means eating right, exercising, and getting regular medical checkups.
- The seventh rule is to stay active and involved. This can be done by volunteering, joining social clubs, or taking up new hobbies.
- The eighth rule is to make sure that you have long-term care insurance to cover the potential long-term health care expenses.. This will help to pay for care if you need it in retirement. The ninth rule is to have a backup plan. This means having a plan for if you run out of money in retirement.
- You will have to read his book to find out what his last two rules are…

Book The New Rules of Retirement Review
The New Rules of Retirement by Robert Carlson is a book that aims to help readers understand the new landscape of retirement. The book starts off by providing an overview of the changes that have taken place in retirement over the past few years.
It then goes on to provide a detailed look at the new options that are available to retirees. The book covers topics such as how to plan for a comfortable retirement, how to make the most of retirement income, and how to deal with healthcare in retirement.
According to Robert Carlson, the key to a comfortable and secure retirement is having a plan. And not just any plan, but a well-thought-out, personalized plan that takes into account your unique circumstances.
Carlson’s book is divided into four sections:
1. Retirement basics: an overview of the different types of retirement plans and how they work
2. Retirement planning: how to assess your retirement readiness and develop a plan that meets your needs
3. Retirement income: how to generate income in retirement and make your money last
4. Retirement living: how to make the most of retirement and enjoy your golden years
In the first section, Carlson covers the basics of retirement planning, including an overview of the different types of retirement plans (e.g., 401(k), IRA, pension) and how they work. He also discusses the importance of saving early and regular contributions to your retirement plan or defined contribution plan.
In the second section, Carlson provides guidance on how to assess your retirement readiness and develop a personalized retirement plan. He covers topics such as how much money you’ll need in retirement, when to start collecting Social Security, and how to manage your investment portfolio.
In the third section, Carlson addresses the challenge of generating income in retirement. He discusses different sources of retirement income (e.g., Social Security, pensions, part-time work) and provides tips to maximize your income.
The fourth section? You will have to read the book…
Ways to Buy The New Rules of Retirement & Ways to Read The New Rules of Retirement
- Click here to buy on Amazon The New Rules of Retirement hardcover or paperback version. audiobook, or on Kindle.
- You can buy the book at a local Barnes and Nobles, if you still have one around
- If you are tight on cash, or don’t want to own a copy of the book there are a few options for you:
- Buy the book and resell it on Amazon or Ebay to get a good portion of your money back after you have read it. This is a great option, because if you like the book – you can keep it.
- Get The New Rules of Retirement at the library. Depending on your library, you may be able to
- get the actual book
- download the audiobook for free
- or you can download a pdf of The New Rules of Retirement free
- I understand many people are looking for a free way to download the audiobook or pdf of The New Rules of Retirement for free. And if you are determined, you can probably do so. But please support the authors and either buy the book, or go through the local library if you need a free download pdf of The New Rules of Retirement
In conclusion, “The New Rules of Retirement” by Robert Carlson is a valuable resource for anyone looking to plan for and enjoy a fulfilling retirement. Through a mix of expert advice, real-world examples, and personal anecdotes, Carlson provides a comprehensive and accessible guide to the complex world of retirement planning.
Whether you’re just starting to think about retirement, or are already in your golden years, this book is worth checking out.
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Note: The content provided in this article is for informational purposes only and should not be considered as financial or legal advice. Consult with a professional advisor or accountant for personalized guidance.