The Great Retirement Debate with Ed Slott & Jeffrey Levine
Business & Economics Podcasts
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!
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Location:
United States
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/
Language:
English
Website:
http://greatretirementdebate.com
Episodes
S4 Ep12: GRD050: Tapping Your Retirement Account for a Home
1/1/2026
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.
Duration:00:22:07
S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?
12/18/2025
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.
Duration:00:25:28
S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?
12/4/2025
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.
Duration:00:23:10
S4 Ep9: GRD047: Should You Invest Your IRA Differently than Your Taxable Account?
11/20/2025
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.
Duration:00:22:30
S4 Ep8: GRD046: Early Roth Withdrawals - The Good, the Bad, and the Ugly
11/6/2025
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine weigh the pros and cons of tapping your Roth IRA early.
Duration:00:19:00
S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees
10/23/2025
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine warn retirees of unexpected Medicare fees that can arise, known as Income-Related Monthly Adjustment Amount (IRMAA) charges.
Duration:00:20:48
S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?
10/9/2025
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine tackle the big question that everyone wants the answer to. Will tax rates ever really increase?
Duration:00:19:18
S4 Ep5: GRD043: Would You Pay 37% in Taxes Now to Save More Later?
9/25/2025
In this episode of The Great Retirement Debate, Ed Slot and Jeff Levine discuss whether or not you should convert if your tax rate is 37%.
Duration:00:19:28
S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change
9/11/2025
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.
Duration:00:23:09
S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing?
8/28/2025
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.
Duration:00:18:56
S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners
8/14/2025
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the best retirement planning strategies for high earners.
Duration:00:24:54
S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?
7/31/2025
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.
Duration:00:32:44
S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse?
1/9/2025
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether its better to be a girlfriend, boyfriend or spouse when it comes to inheriting retirement assets.
Duration:00:17:16
S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals?
12/26/2024
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine address spending in retirement, and whether or not you should be adjusting that spending to keep on track with your retirement goals.
Duration:00:16:55
S3 Ep8: GRD036: Should I Use My HSA in Retirement?
12/12/2024
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should use a Health Savings Account (HSA) in retirement.
Duration:00:20:20
S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?
11/27/2024
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should aim for a zero percent tax rate in retirement.
Duration:00:15:18
S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?
11/14/2024
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile.
Duration:00:20:14
S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?
10/31/2024
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not it is a wise choice to change financial advisors upon retirement.
Duration:00:19:08
S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA
10/17/2024
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should invest differently between your traditional IRA and Roth accounts.
Duration:00:18:02
S3 Ep3: GRD031: Should You Fix Missed RMDs?
10/3/2024
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not it’s worthwhile to fix missed required minimum distributions and what the next best options are.
Duration:00:18:26