For Your Retirement

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.

2022 Tax Planning 03/09/2022

2022 Tax Planning In this episode we discuss things you can apply to your 2021 tax return and things to look out for the 2022 tax year. /episode/index/show/provisionfinancialplanning/id/22300835

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. /episode/index/show/provisionfinancialplanning/id/22182710

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. /episode/index/show/provisionfinancialplanning/id/22013051

Retroactive Tax Planning for 2021 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. /episode/index/show/provisionfinancialplanning/id/21923558

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 . /episode/index/show/provisionfinancialplanning/id/21742412

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. /episode/index/show/provisionfinancialplanning/id/21619715

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. /episode/index/show/provisionfinancialplanning/id/21479960

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. /episode/index/show/provisionfinancialplanning/id/21311150

Estate Tax 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Estate Tax ****Please note any changes to the estate exemption are no longer applicable for 2021 planning purposes, as of 11/17/21.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. /episode/index/show/provisionfinancialplanning/id/21170564

Open Enrollment 11/03/2021

Open Enrollment This episode covers those decisions you have to make around open enrollment. Listen in as we discuss group life insurance, group disability, FSAs and more. Interested in learning more? Visit http://provisionfinancialplanning.com/ /episode/index/show/provisionfinancialplanning/id/21021302

What To Know When Retiring Early 10/20/2021

What To Know When Retiring Early In addition to all the "normal" retirement planning considerations, there are several areas that require special attention when retiring early (mainly before 65, but really any time before 70). /episode/index/show/provisionfinancialplanning/id/20830835

IRAs vs. 401ks 10/06/2021

IRAs vs. 401ks There are many similarities between these two accounts, which makes the differences that much more important. Learn some of these differences which can help you make the best decision for you. /episode/index/show/provisionfinancialplanning/id/20725193

Proposed Tax Changes 09/22/2021

Proposed Tax Changes I go through some of the highlights of the latest tax proposals in Congress. /episode/index/show/provisionfinancialplanning/id/20550830

Self-Employed Retirement Plans 09/08/2021

Self-Employed Retirement Plans This "flowchart" style episode will help you determine which retirement plan is right for you, and why a Solo-401k provides a lot of benefits to high-income self-employed individuals without employees. /episode/index/show/provisionfinancialplanning/id/20407661

Life, Disability and Long Term Care Insurances 08/25/2021

Life, Disability and Long Term Care Insurances Today, Max Raimer joins the conversation about what types of insurances you should be looking at. /episode/index/show/provisionfinancialplanning/id/20249282

Life, Disability and Long Term Care Insurances 08/25/2021

Permanent Life Insurance 08/11/2021

Permanent Life Insurance Today we dive into permanent life insurance and what consumers should be aware of before purchasing. /episode/index/show/provisionfinancialplanning/id/20105987

Inflation 07/28/2021

Inflation Inflation has had its share of headlines recently, but listen in to hear why inflation should always be top of mind for long-term investors. /episode/index/show/provisionfinancialplanning/id/19930295

2021 Tax Planning 07/14/2021

2021 Tax Planning Join me as we dive into tax planning suggestions for 2021. /episode/index/show/provisionfinancialplanning/id/19766711

Investment Fees 06/30/2021

Investment Fees Today we discuss investment fees. Some may surprise you! /episode/index/show/provisionfinancialplanning/id/19415699

Roth Conversions 06/16/2021

Roth Conversions Taxes will be the largest expense in retirement for many of you. Today we dive into the reason why Roth Conversions are a powerful tool to lower your lifetime taxes. /episode/index/show/provisionfinancialplanning/id/19415516

Mortgage Q&A 06/02/2021

Mortgage Q&A Danny Reedy joins us today to discuss mortgages. We talk about the current mortgage market but also some unique challenges retirees and self-employed people may face. /episode/index/show/provisionfinancialplanning/id/19326824

Commercial Insurance 05/19/2021

Commercial Insurance Special guest Kevin Permison joins us to talk about commercial insurance and how it is different from personal insurance. /episode/index/show/provisionfinancialplanning/id/19136594

Home and Auto Insurance with Dan Francis 05/05/2021

Home and Auto Insurance with Dan Francis Listen to this episode as Dan Francis joins us to talk about home, auto and liability insurance. Reach Dan at 410-513-8356 or . /episode/index/show/provisionfinancialplanning/id/18977405

Home and Auto Insurance 05/05/2021

Home and Auto Insurance Listen in to my conversation with Dan Francis about home, auto and liability insurance, including common mistakes and what specifically retirees should be thinking about. Reach Dan at or 410-513-8356. /episode/index/show/provisionfinancialplanning/id/18977498

Social Security 04/21/2021

Social Security This week we discuss the past, present and future of social security. /episode/index/show/provisionfinancialplanning/id/18729431

Estate Attorney Q&A 04/07/2021

Estate Attorney Q&A Estate Attorney Matt Penater joins us for a conversation around estate planning. /episode/index/show/provisionfinancialplanning/id/18570416

IRA Mistakes To Avoid 03/24/2021

IRA Mistakes To Avoid IRA's are becoming more and more common and unfortunately some of the mistakes are irreversible. It's important to know the common mistakes and how to avoid them. /episode/index/show/provisionfinancialplanning/id/18306254

Investment Philosophy 03/10/2021

Investment Philosophy Financial writer Allan Roth likes to say that "investing is simple, but not easy", and I couldn’t agree more. In this episode, we dive into why investments are extremely important, but not as important as people think. /episode/index/show/provisionfinancialplanning/id/18137399

Solo 401k 02/24/2021

Solo 401k Solopreneurs, this one is for you! More and more people are becoming solopreneurs now, so listen in to learn the potential benefits of a Solo 401k! /episode/index/show/provisionfinancialplanning/id/17998592

For Your Retirement

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