Robert Lindstrom, CFP®

Family of 5 + a goldendoodle. Golfer. Reader. Coffee-drinker. Fee-Only Retirement advisor to those retiring solo. tweets≠advice, endorsements

[Robert Lindstrom, CFP® @RLindstrom7211]

@cullenroche @MFintwit Volatility is definitely not the risk to focus on. Even if you could build a perfect MVO portfolio, it would be like winning the battle and (maybe) losing the war.

[Robert Lindstrom, CFP® @RLindstrom7211]

Becoming a Client https://t.co/uv5NPCGc6J

[Robert Lindstrom, CFP® @RLindstrom7211]

Becoming a client process https://t.co/uv5NPCGc6J

[Robert Lindstrom, CFP® @RLindstrom7211]

Financial advice is more than just investments: I recently helped calculate maximum annual solo-401k contributions

[Robert Lindstrom, CFP® @RLindstrom7211]

Join me on 1/11 for a webinar on What To Know When Retiring Solo https://t.co/SKiQE6yX8I

[Robert Lindstrom, CFP® @RLindstrom7211]

Financial Advice is more than just investments: I recently discussed options related to equity comensation

[Robert Lindstrom, CFP® @RLindstrom7211]

Financial Advice is more than just investments: I recently discussed how to finance a new house purchase

[Robert Lindstrom, CFP® @RLindstrom7211]

Webinar: "What To Know When Retiring Solo" https://t.co/SKiQE6yX8I

[Robert Lindstrom, CFP® @RLindstrom7211]

Financial advice is more than just investments: I recently helped a client decide when to withdraw from an inherited IRA from a tax perspective

[Robert Lindstrom, CFP® @RLindstrom7211]

Excited to have updated my "Becoming a Client" page! https://t.co/uv5NPCGc6J

[Robert Lindstrom, CFP® @RLindstrom7211]

Financial Planning after losing a spouse: https://t.co/z1dvDHKnOZ

[Robert Lindstrom, CFP® @RLindstrom7211]

How is financial advice more than just investments? I recently spoke with a client about using a 1031 exchange to delay capital gains tax on the sale of a property.

[Robert Lindstrom, CFP® @RLindstrom7211]

How is financial advice more than just investments? Reviewing your Wills to see if anybody named needs to be changed. This has recently been the case with two clients.

[Robert Lindstrom, CFP® @RLindstrom7211]

How is financial advice more than just investments? Reviewing open enrollment options

[Robert Lindstrom, CFP® @RLindstrom7211]

How is financial advice is more than just investments? I recently helped a client decide between financing a new car or paying cash.

[Robert Lindstrom, CFP® @RLindstrom7211]

Today at 6p! What To Know When Retiring Solo Register for the webinar here: https://t.co/TY1Rff0S4l

[Robert Lindstrom, CFP® @RLindstrom7211]

What To Know When Retiring Solo. 6p on 10/19. Register for the webinar here: https://t.co/TY1Rff0S4l

[Robert Lindstrom, CFP® @RLindstrom7211]

What To Know When Retiring Solo. 10/19 at 6p. Register for the webinar here: https://t.co/TY1Rff0keN

[Robert Lindstrom, CFP® @RLindstrom7211]

Webinar: What To Know When Retiring Solo. 10/19 at 6p. https://t.co/TY1Rff0keN

[Robert Lindstrom, CFP® @RLindstrom7211]

t's not too late to register for my webinar tomorrow on taxes and retirement. I'll send a recording if you register and can't attend but will be answering questions live if you're able to join! https://t.co/M3CzPpB95N