23 episodios

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.

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/

The Great Retirement Debate with Ed Slott & Jeffrey Levine The Great Retirement Debate with Ed Slott & Jeffrey Levine

    • Educación

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.

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/

    GRD022: Can I Trust the Government Roth?

    GRD022: Can I Trust the Government Roth?

    In this episode of the Great Retirement Debate, Ed and Jeff discuss whether or not you should trust the government Roth. 

    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 may not always see eye to eye, 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 other Thursday!

    Ed Slott, CPA
    Ed Slott and Company
    irahelp.com
    ----------------------------------------
    Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
    Buckingham Strategic Wealth
    buckinghamstrategicwealth.com


    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/

    • 14 min
    GRD021: Should I Treat My Children Equally With My Inheritance?

    GRD021: Should I Treat My Children Equally With My Inheritance?

    In this episode of the Great Retirement Debate, Ed and Jeff discuss if you should treat your children equally when it comes to what you will be passing down. 

    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 may not always see eye to eye, 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 other Thursday!

    Ed Slott, CPA
    Ed Slott and Company
    irahelp.com
    ----------------------------------------
    Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
    Buckingham Strategic Wealth
    buckinghamstrategicwealth.com


    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/

    • 20 min
    GRD020: Should I Use the Still Working Exception?

    GRD020: Should I Use the Still Working Exception?

    In this episode of the Great Retirement Debate, Ed and Jeff discuss if you should use the “Still Working” exception. 

    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 may not always see eye to eye, 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 other Thursday!

    Ed Slott, CPA
    Ed Slott and Company
    irahelp.com
    ----------------------------------------
    Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
    Buckingham Strategic Wealth
    buckinghamstrategicwealth.com

    • 16 min
    GRD019 - Season 1 Finale and Recap

    GRD019 - Season 1 Finale and Recap

    In the final episode of season 1 on The Great Retirement Debate, Ed and Jeff discuss the topics covered over the last 18 episodes and what to expect from The Great Retirement Debate going forward.

    • 21 min
    GRD018: To Convert or Not To Convert Pt. 2

    GRD018: To Convert or Not To Convert Pt. 2

    In this episode of the Great Retirement Debate, Ed and Jeffrey continue the discussion on whether you should convert or not convert your IRA to a Roth IRA. 

    • 16 min
    GRD017: To Convert Or Not To Convert Pt. 1

    GRD017: To Convert Or Not To Convert Pt. 1

    In this episode of the Great Retirement Debate, Ed and Jeffrey discuss whether you should convert or not convert your IRA to a Roth IRA. 

    • 14 min

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