
On 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. Se... more
| Publishes | Twice monthly | Episodes | 50 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Self-ImprovementInvestingBusinessEducation | |||

In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine take a closer look at Net Unrealized Appreciation (NUA) — explaining how it works, when it can be a smart move, and when to steer clear.
Why do millions bypass financial advisors? In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the pros and cons of going solo versus getting professional help.
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine sit down to discuss IRAs, taxable brokerage accounts, and whether or not you should invest in them differently.
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine weigh the pros and cons of tapping your Roth IRA early.
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Likeable experts promoting pros and cons evaluations of challenging decisions that need to be made in retirement
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
I was not aware of merits of Roth before hearing Slott and his Roth views
You are probably right about tax rates.
Very knowledgeable and experienced hosts
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #249 |
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This series features two financial experts engaging in lively debates on pressing retirement-related issues. Key discussions frequently revolve around tax strategies, retirement planning, investment options, and the implications of recent legislation on individual financial decisions. The hosts aim to demystify complex topics while providing actionable insights for listeners at various stages of retirement planning. With a format that balances expert perspectives and consumer education, the series stands out for its commitment to equipping audiences with the knowledge necessary to navigate their financial futures confidently. Episode highlights include in-depth analyses of tax impacts on retirement savings, diverse investment strategies, an... more
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The Great Retirement Debate launched 3 years ago and published 50 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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