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

Retirement Planning Education, with 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 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