Retirement planner chat, with Larry Pershing from Optimum Retirement Planning

Video from the recording of episode 81 of the Retirement Planning Education podcast.

Special guest Larry Pershing, CFP®, RMA® from Optimum Retirement Planning joins Andy to discuss a variety of retirement planning topics including 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!

To learn more about Larry and his company, Optimum Retirement Planning - https://www.optimumretirementplanning.com/

To join Larry's Facebook group - https://www.facebook.com/groups/rothconversions

To check out Larry's YouTube videos - https://www.youtube.com/@2MinuteRetirementPlanning

To listen to the Retirement Planning Education podcast, join the Retirement Planning Education Facebook group or download lots of free Retirement Planning Education material - https://www.RetirementPlanningEducation.com

To subscribe to the Retirement Planning Insights newsletter - https://tenonfinancial.com/newsletter

#RetirementPlanning #TaxPlanning #Retirement

DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any representations to its accuracy.

Видео Retirement planner chat, with Larry Pershing from Optimum Retirement Planning канала Retirement Planning Education