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

01/11/24 • 94 min

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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

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

Previous Episode

#080 – How to lower your taxes in 2024

Summary of the December 29, 2023 The Wall Street Journal article, To Lower Your Taxes in 2024, Make These Moves Now. The article gives a handful of tips on how to reduce your taxes (not actually just in 2024; the tips in the article can apply to ANY year)
Links in this episode:

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
Retirement Planning Education podcast Episode 27 about MAGI & AGI
Retirement Planning Education podcast Episode 71 about the capital gain exclusion on selling your primary residence
Retirement Planning Education podcast Episode 75 about Qualified Charitable Distributions ("QCDs")
Retirement Planning Education YouTube video about Estimated Taxes, Tax Withholdings and Underpayment Penalties

Next Episode

#082 – Retirement planning chat with a "real" person, David Folts

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with David Folts, a married retiree in Ohio. They talk about a wide array of retirement planning topics such as when David started getting serious about retirement planning, what he wishes he would have known earlier, how he planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, long-term care and more!
Links in this episode: