Podknife - #081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning by Retirement Planning Education, with Andy Panko

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#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning

Podcast |: Retirement Planning Education, with Andy Panko
Publisher |: Andy Panko
Media Type |: audio
Podknife tags |: Investing,; Personal Finance,; Retirement
Categories Via RSS |: Education
Publication Date |: Jan 11, 2024
Episode Duration |: 01:34:02

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 Planning
Larry's Facebook group - Roth Conversions and Retirement
Larry's YouTube channel - 2 Minute Retirement Planning
The Early Retirement Now website/blog - here
The Michael Kitces website/blog - here

Tenon Financial monthly e-newsletter - Retirement Planning Insights
Facebook 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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