For Your Retirement

Robert Lindstrom
  • 5.0 (3)
  • INVESTING

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.

  1. Accessing Retirement Before Age 59.5

    02/23/2022

    Accessing Retirement Before Age 59.5

    Today we dive into how you can acess your retirement before age 59.5.

    7 min
  2. Charitable Strategies

    02/09/2022

    Charitable Strategies

    In this episode I discuss some strategies for donating to charity and how it can benefit you when filing your taxes.

    8 min

  3. 01/27/2022

    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.

    7 min
  4. Irreversible Decisions

    01/12/2022

    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. Visit Provision Financial Planning.

    8 min
  5. Book Review: The Psychology of Money

    12/29/2021

    Book Review: The Psychology of Money

    In this episode we dive into my review of The Psychology of Money by Morgan Housel.

    5 min
  6. After Tax Funds

    12/15/2021

    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.

    5 min
  7. Social Security Update

    12/01/2021

    Social Security Update

    In this episode we discuss the new 2021 social security update and what it means for your future.

    7 min

  8. 11/17/2021

    Estate Tax

    ****Please note any changes to the estate exemption are no longer applicable for 2021 planning purposes, as of 11/17/21.  This episode was recorded when there were anticipated changes.  This could still be educational and you should monitor proposed legislation because changes could still happen in the future, but action items with deadlines no longer apply as of 11/17/21. ****   Listen in to hear how the estate exemption works and what sort of options may be available to you if you ever need to worry about estate tax in the future.

    10 min
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5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Robert Lindstrom
  • Years Active
    2020 - 2022
  • Episodes
    46
  • Rating
    Clean
  • Show Website
    For Your Retirement