The Great Retirement Debate with Ed Slott & Jeffrey Levine

By The Great Retirement Debate with Ed Slott & Jeffrey Levine

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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. Though they take opposing sides by a flip of a coin, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every 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
11: GRD011 - Should I Borrow From My 401K?
948
In this episode of the Great Retirement Debate, Ed and Jeffrey explain whether or not you should borrow from your 401k if you need liquidity. 
Feb 02, 2023
10: GRD010 - Tax Diversification
1222
In this episode of the Great Retirement Debate, Ed and Jeffrey go into detail on Tax Diversification and whether or not that should be something you strive for in retirement. 
Jan 26, 2023
9: GRD009 - 72(t) Payments, Yes or No?
1377
In this Great Retirement Debate, the topic of discussion is 72(t) payments, yes or no? 
Jan 19, 2023
8: GRD008 - Should I Own Cryptocurrency in My Retirement Account?
1197
In this episode of the Great Retirement Debate, Ed and Jeffrey debate the pros and cons of owning cryptocurrency in your retirement account.
Jan 12, 2023
7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?
1526
In this episode of the Great Retirement Debate, Ed and Jeffrey discuss saving for higher education, and whether a Roth IRA or a 529 plan is the best option for that. 

*Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning.
Jan 05, 2023
6: GRD006 - Should I Pay Off Debt Before I Retire?
1119
In this Great Retirement Debate, Ed and Jeffrey discuss whether or not you should pay off debt before retiring. 
Dec 22, 2022
5: GRD005 - Should I Use a Roth IRA or Life Insurance to Provide a Legacy?
1350
In this episode of the Great Retirement Debate, Ed and Jeffrey discuss whether a Roth IRA or Life Insurance is the best option in order to provide a legacy.
Dec 15, 2022
4: GRD004 - Should I Buy Long Term Care Insurance or Self Fund?
1364
In this episode of The Great Retirement Debate, Ed and Jeffrey discuss whether you should buy long-term care insurance or self fund. 
Dec 08, 2022
3: GRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream?
1221
In this episode of the Great Retirement Debate, Ed and Jeffrey debate whether or not you should take the pension lump sum or an annuity income stream.
Dec 01, 2022
2: GRD002 - Trusts as a Beneficiary
1041
In this episode of the Great Retirement Debate, Ed and Jeffrey debate naming a trust as a beneficiary. 
Nov 17, 2022
1: GRD001 - Should I Take Social Security at Age 62?
1221
Episode 1: In this episode Ed and Jeffrey debate whether or not taking Social Security at age 62 is a good idea. 
Nov 10, 2022
Preview: The Great Retirement Debate with Ed Slott & Jeffrey Levine
62
Coming Soon!
Oct 18, 2022