EPISODE · Jan 11, 2024 · 1H 34M
#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
from Retirement Planning Education, with Andy Panko · host Andy Panko
Andy chats with fellow retirement planner Larry Pershing, CFP®, RMA® from Optimum Retirement Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement planning and much more!Links in this episode:Larry's company's website - Optimum Retirement PlanningLarry's Facebook group - Roth Conversions and RetirementLarry's YouTube channel - 2 Minute Retirement PlanningThe Early Retirement Now website/blog - hereThe Michael Kitces website/blog - hereTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com
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Andy chats with fellow retirement planner Larry Pershing, CFP®, RMA® from Optimum Retirement Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement planning and much more! Links in this episode: Larry's company's website - Optimum Retirement PlanningLarry's Facebook group - Rot...
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#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
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