The Great Retirement Debate with Ed Slott & Jeffrey Levine

By The Great Retirement Debate with Ed Slott & Jeffrey Levine

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Subscribers: 42
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Episodes: 40

Description

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. Season 4 coming Thursday, July 31, 2025! Tune in for new episodes every other Thursday! Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

Episode Date
S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?
Jul 31, 2025
S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse?
Jan 09, 2025
S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals?
Dec 26, 2024
S3 Ep8: GRD036: Should I Use My HSA in Retirement?
Dec 12, 2024
S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?
Nov 27, 2024
S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?
Nov 14, 2024
S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?
Oct 31, 2024
S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA
Oct 17, 2024
S3 Ep3: GRD031: Should You Fix Missed RMDs?
Oct 03, 2024
S3 Ep2: GRD030: How Long Should You Plan To Live?
Sep 19, 2024
S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make?
Sep 05, 2024
S2 Ep9: GRD028: Should I Invest My IRA Money in My Business?
Aug 08, 2024
S2 Ep8: GRD027: Should I Give My IRA to Charity at Death?
Jul 25, 2024
S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education?
Jul 11, 2024
S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?
Jun 27, 2024
S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA?
Jun 13, 2024
S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets?
May 30, 2024
S2 Ep3: GRD022: Can I Trust the Government Roth?
May 16, 2024
S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?
May 02, 2024
S2 Ep1: GRD020: Should I Use the Still Working Exception?
Apr 18, 2024
S1 Ep19: GRD019 - Season 1 Finale and Recap
Mar 30, 2023
S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2
Mar 23, 2023
S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1
Mar 16, 2023
S1 Ep16: GRD016: Gifting Vs. Inheriting
Mar 09, 2023
S1 Ep15: GRD015: Should I Downsize in Retirement?
Mar 02, 2023
S1 Ep14: GRD014: Roth IRA vs. Roth 401k
Feb 23, 2023
S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2
Feb 16, 2023
S1 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1
Feb 09, 2023
S1 Ep11: GRD011: Should I Borrow From My 401K?
Feb 02, 2023
S1 Ep10: GRD010 - Tax Diversification
Jan 26, 2023
S1 Ep9: GRD009 - 72(t) Payments, Yes or No?
Jan 19, 2023
S1 Ep8: GRD008 - Should I Own Cryptocurrency in My Retirement Account?
Jan 12, 2023
S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?
Jan 05, 2023
S1 Ep6: GRD006 - Should I Pay Off Debt Before I Retire?
Dec 22, 2022
S1 Ep5: GRD005 - Should I Use a Roth IRA or Life Insurance to Provide a Legacy?
Dec 15, 2022
S1 Ep4: GRD004 - Should I Buy Long Term Care Insurance or Self Fund?
Dec 08, 2022
S1 Ep3: GRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream?
Dec 01, 2022
S1 Ep2: GRD002 - Trusts as a Beneficiary
Nov 17, 2022
S1 Ep1: GRD001 - Should I Take Social Security at Age 62?
Nov 10, 2022
Preview: The Great Retirement Debate with Ed Slott & Jeffrey Levine
Oct 18, 2022