For Your Retirement Robert Lindstrom
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- Business
For Your Retirement is a show for those of you who want information that can guide you to and through retirement. FYR is hosted by Robert Lindstrom, CFP, founder of Provision Financial Planning, a Fee-Only financial planning and investment firm in Towson, Maryland.
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Accessing Retirement Before Age 59.5
Today we dive into how you can acess your retirement before age 59.5.
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Charitable Strategies
In this episode I discuss some strategies for donating to charity and how it can benefit you when filing your taxes.
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Retroactive Tax Planning for 2021
Learn about some strategies still available to affect your 2021 tax return even though it is 2022, like IRA, HSA and self-employed retirement plan contributions.
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Irreversible Decisions
A lot of decisions about financial planning can be changed later, and given the nature of an uncertain future almost certainly will be adjusted. But there are some decisions that can't be undone, like missing Medicare enrollment, annuities and Roth conversions.
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Book Review: The Psychology of Money
In this episode we dive into my review of The Psychology of Money by Morgan Housel.
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After Tax Funds
In this episode we discuss after tax funds in IRAs and how they are different from Roth IRA's, and why you should care.