#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
Jan 11, 2024•1 hr 34 min
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Episode description
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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