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

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4 • 671 Ratings

🗓️ 11 January 2024

⏱️ 94 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 PlanningLarry's Facebook group - Rot...

Transcript

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0:00.0	Let's pick the brain of another retirement planner, Larry Pershing from Optimum Retirement Planning,
0:05.0	in this the 81st episode of the Retirement Planning Education Podcast.
0:12.5	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,
0:18.6	employer retirement plans, taxes, social security, Medicare,
0:22.6	portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's your host,
0:28.9	Andy Panko. Hello, everybody. Thank you as always for listening and welcome. I'm excited about today.
0:34.4	We have a new, this is the first of a new format of me interviewing slash chatting with other fellow retirement planners. I'm going to ask them all the same series of questions. So you all, listeners can, and they're common questions that folks normally have. These questions were largely sourced from folks in the Facebook group, Retirement Planning Education, of questions
0:55.1	they would like to hear addressed by other living, breathing retirement planners.
0:58.6	So the goal is to have these questions answered by other retirement planners.
1:03.5	I'll bring on one a month and get their responses, their views, so you all can get different
1:07.9	perspectives, different opinions.
1:09.5	So it's not just me and my views and perspectives and opinions about all these things,
1:13.8	but you can hear from other folks as well.
1:15.3	So looking forward to this.
1:17.2	This first inaugural episode of this format is my friend Larry Pershing from optimum retirement planning outside Chicago, Illinois.
1:26.0	Larry and I have been friends for three years at this point,
1:29.7	give or take. Really sharp guy, think alike, similar type of businesses in what we do, how we do
1:35.6	it, who we do it for, et cetera. So really excited to have him on and hear his views on things.
1:43.2	I just sort of warn you ahead of time, not warm, but there are some times where I tried to play
1:48.4	these sound bites, you know, the cheesy sound clips up, you know, with like the laughs and
1:51.5	the drum roll and stuff like that.
1:52.9	Well, for whatever reason, I didn't pipe through when Larry and I recorded our chat on Zoom.
	...

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