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The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine
Retirement Planning
IRA
Roth IRA
Retirement
Tax Strategies
Roth Iras
Required Minimum Distributions
Financial Advisors
Municipal Bonds
Financial Planning
Standard Deductions
Investment Strategies
Roth Conversions
Estate Planning
Tax Planning
Capital Gains
Tax Cuts and Jobs Act
Taxes
Income Spreading
529 Plan

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

PublishesTwice monthlyEpisodes51Founded3 years ago
Number of ListenersCategories
Self-ImprovementEducationInvestingBusiness

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Artwork for The Great Retirement Debate

Latest Episodes

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.

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.

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Hosts

Ed Slott
Co-host known for his expertise in retirement strategies and tax planning.
Jeffrey Levine
Co-host recognized for his insights on financial planning and wealth management.

Reviews

4.7 out of 5 stars from 169 ratings
  • They make complicated stuff fun

    Likeable experts promoting pros and cons evaluations of challenging decisions that need to be made in retirement

    Apple Podcasts
    5
    Mick J
    United States2 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 Podcasts
    1
    74848;8
    United States2 months ago
  • Amazing knowledge about Roth contributions

    I was not aware of merits of Roth before hearing Slott and his Roth views

    Apple Podcasts
    5
    JasSohi
    United States3 months ago
  • Nice work on the economy

    You are probably right about tax rates.

    Apple Podcasts
    5
    Interested bystander
    United States4 months ago
  • Great podcast

    Very knowledgeable and experienced hosts

    Apple Podcasts
    4
    Bree-lander
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The hosts are recognized for their expertise and clarity, providing valuable insights that demystify complex financial topics.
Listeners appreciate the engaging debate format and the informative nature of discussions, finding the episodes both enjoyable and educational.
Some criticisms have surfaced regarding the perceived accuracy and thoroughness of certain information, highlighting the need for precision in financial discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education?
Q: Should you use a Roth IRA as a college savings vehicle?
Yes, it's a great vehicle, but if you have too much in a 529 plan, that may be the way to go.

Audience Metrics

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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?

A dynamic discussion of critical retirement topics is at the heart of this audio series, featuring two experienced financial figures engaging in a spirited examination of retirement-related decisions. Episodes tackle various subjects such as retirement accounts, tax strategies, financial planning, and home ownership implications, providing listeners with nuanced perspectives and actionable insights. The unique debate format encourages thoughtful consideration of multiple viewpoints, empowering listeners to navigate personal financial decisions more effectively.

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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. Big Picture Retirement®
4. Stay Wealthy Retirement Podcast
5. Retirement Starts Today

How many episodes of The Great Retirement Debate are there?

The Great Retirement Debate launched 3 years ago and published 51 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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