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. Se... more
| Publishes | Twice monthly | Episodes | 52 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Self-ImprovementEducationInvestingBusiness | |||
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Latest Episodes
In this special episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the new Trump Accounts and what they could mean for families.
They break down the basics, explain the much-talked-about $1,000 government contribution, and deba... more
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine explore the risks and rewards of using retirement savings to buy a house — and when it might make sense to do so.
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.
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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 States8 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 States8 months ago - Amazing knowledge about Roth contributions
I was not aware of merits of Roth before hearing Slott and his Roth views
Apple Podcasts5JasSohiUnited States9 months ago - Nice work on the economy
You are probably right about tax rates.
Apple Podcasts5Interested bystanderUnited States9 months ago - Great podcast
Very knowledgeable and experienced hosts
Apple Podcasts4Bree-landerUnited States2 years ago
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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?
Two financial experts square off on retirement and tax strategy, delivering practical guidance on questions like Roth conversions, asset location, and Medicare planning. Across episodes they debate real-world scenarios—from early home purchases and net unrealized appreciation to the pitfalls of not using professional advisors—while weighing current tax policy, regulatory changes, and investment risk. The conversations mix strategic planning with accessible explanations, making complex decisions around retirement savings, estate considerations, and long-term wealth management more approachable for high-earning earners, business owners, and serious savers.
A standout aspect is the show's debate format and the hosts' deep credibility, which h... 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. Your Money, Your Wealth
5. Retirement Answer Man
How many episodes of The Great Retirement Debate are there?
The Great Retirement Debate launched 4 years ago and published 52 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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