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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
Financial Planning
Standard Deductions
Municipal Bonds
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 monthlyEpisodes43Founded3 years ago
Number of ListenersCategories
BusinessInvestingEducationSelf-Improvement

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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 contemplate the first major changes they would make if they hypothetically ran the IRS.

In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the August 7, 2025 executive order, Democratizing Access to Alternative Assets for 401(K) Investors, and whether or not it’s a good thing for consumers.

In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the best retirement planning strategies for high earners.

In the first episode of Season 4 of The Great Retirement Debate, Ed Slott and Jeff Levine dive into the One Big Beautiful Bill Act (OBBBA) and debate whether this massive legislation simplifies retirement planning — or makes it even more complex.

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Hosts

Ed Slott
Co-host and financial expert specializing in retirement planning, known for his informative discussions on various retirement-related topics and laws.
Jeffrey Levine
Co-host and financial strategist with expertise in retirement planning and tax strategies, recognized for facilitating engaging discussions and providing strategic financial insights.

Reviews

4.7 out of 5 stars from 158 ratings
  • Great podcast

    Very knowledgeable and experienced hosts

    Apple Podcasts
    4
    Bree-lander
    United States10 months ago
  • Debate format

    I love the format. It is so different than any of my other podcasts. Great job!

    Apple Podcasts
    5
    Jmomhall
    United Statesa year ago
  • Over time, Ed Slots arguments become so out of touch with reality (arguing for strategies that benefit multi millionaires, as if they were listening to his podcast, and continuously unable to understand why someone considering taking out a loan might be in need of money), that I found myself becoming angered by his arguments. Individuals listening to podcasts for retirement advice are searching for knowledge from those who can understand their situation and perspective and give applicable advice... more

    Audible
    3
    Amazon Customer
    United Statesa year ago
  • Out of touch with reality

    Over time, Ed Slots arguments become so out of touch with reality (arguing for strategies that benefit multi millionaires, as if they were listening to his podcast, and continuously unable to understand why someone considering taking out a loan might be in need of money), that I found myself becoming angered by his arguments. Individuals listening to podcasts for retirement advice are searching for knowledge from those who can understand their situation and perspective and give applicable advice... more

    Audible
    3
    Amazon Customer
    United Statesa year ago
  • These guys are great

    Season 2 is light and informative. Thanks.

    Apple Podcasts
    5
    Sarita7981
    United Statesa year ago

Listeners Say

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

Season 2 is light and informative. Thanks.
Great new format/concept. Outstanding chemistry and knowledge.
Fun podcast where it's helpful to hear two sides of commonly debated subjects
I love the format. It is so different than any of my other podcasts. Great job!
Very knowledgeable and experienced hosts
This is a must listen to podcast.
Thoroughly informative and enjoyable!
Jeff and Ed are master communicators. Really enjoy this set up.

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 exploration into the intricacies of retirement planning, featuring financial experts engaging in thoughtful debates on pressing topics impacting retiree financial health. Episodes tackle a range of subjects from tax strategies and retirement spending to investment vehicles and health savings accounts, providing listeners with critical insights essential for informed decision-making. The conversation is often enriched by unique anecdotes and practical advice, making complex financial topics accessible and engaging. The engaging format celebrates the exchange of differing viewpoints, encouraging listeners to rethink their retirement strategies and stay current in an evolving financial landscape.

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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. Big Picture Retirement®
3. Retirement Planning Education, with Andy Panko
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 43 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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