Retirement Planning Education, with Andy Panko

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

January 11, 2024 Andy Panko
Retirement Planning Education, with Andy Panko
#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning
Show Notes

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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