The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Great Retirement Debate with Ed Slott & Jeffrey LevineOn the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner.
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| Publishes | Twice monthly | Episodes | 56 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Self-ImprovementBusinessEducationInvesting | |||
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Latest Episodes
"I'll just live on less." "Social Security will cover it." "I'll retire when I'm ready." Ed and Jeff bust the retirement myths that trip up even the most careful savers — and the assumptions that can lead to unexpected challenges.
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The SALT deduction cap doesn't just affect your tax return —it could have a bigger impact on your Roth conversion than you realize. Ed and Jeff break down the overlooked math connecting state taxes and conversion timing, and what high-tax-state retir... more
Go all-in on a Roth conversion, or ease into it? Ed and Jeff square off on the math, the tax brackets, and the timing that separates a smart conversion from an expensive mistake — plus who should think twice before converting.
Tune in for new episod... more
ChatGPT can draft a will, explain a 1031 exchange, and answer your RMD question in seconds — but should you trust it with your retirement? Ed and Jeff put AI tax advice to the test and explain exactly where it shines, where it fails, and the one thin... more
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- They make complicated stuff fun
Likeable experts promoting pros and cons evaluations of challenging decisions that need to be made in retirement
Apple Podcasts5Mick J
United States10 months ago - Misspoke re HSA and ignored mútale funds w inside dividends
Dear team
First very disappointed w the rambling nature of your recent podcast
Second you indicated that an HSA left to children could be tax advantages for the children medical experts. HSA left to non spouse is immediately taxable
Third did not adress the tax inefficiency of mutual find with inside cap gains and dividend when owned in a brokerage account
Please send out corrections. To your followers
Apple Podcasts174848;8United States10 months ago - Amazing knowledge about Roth contributions
I was not aware of merits of Roth before hearing Slott and his Roth views
Apple Podcasts5JasSohiUnited Statesa year ago - Nice work on the economy
You are probably right about tax rates.
Apple Podcasts5Interested bystanderUnited Statesa year ago - Great podcast
Very knowledgeable and experienced hosts
Apple Podcasts4Bree-landerUnited States2 years ago
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Apple Podcasts | #148 | United States/Education/Self-Improvement |
Apple Podcasts | #248 | United States/Education |
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Frequently Asked Questions About The Great Retirement Debate
What is The Great Retirement Debate about and what kind of topics does it cover?
This show features two veteran retirement and tax experts who debate pressing questions in wealth planning, focusing on practical strategies for optimizing taxes, retirement income, and long-term wealth transfer. Episodes frequently center on Roth conversions, tax-efficient investing, IRA/401(k) strategies, state and federal tax changes, social security planning, and estate considerations, often illustrated with real-world scenarios and cautionary notes about overreliance on technology or rules changes. A standout characteristic is the back-and-forth, data-driven dialogue between two seasoned hosts with different perspectives, aimed at helping listeners make informed decisions in a complex tax-advantaged retirement landscape.
Noteworthy an... more
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Which podcasts are similar to The Great Retirement Debate?
These podcasts share a similar audience with The Great Retirement Debate:
1. The Retirement and IRA Show
2. Retirement Planning Education, with Andy Panko
3. Retirement Starts Today
4. Stay Wealthy Retirement Podcast
5. Big Picture Retirement®
How many episodes of The Great Retirement Debate are there?
The Great Retirement Debate launched 4 years ago and published 56 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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