Retirement Planning Education, with Andy Panko

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


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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 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
...more
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Retirement Planning Education, with Andy PankoBy Andy Panko

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