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Retirement Planning Education, with Andy Panko - #081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning

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

Retirement Planning Education, with Andy Panko

01/11/24 • 94 min

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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!
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01/11/24 • 94 min

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