12 episodes

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!

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

    • Education
    • 4.9 • 55 Ratings

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/

    GRD011 - Should I Borrow From My 401K?

    GRD011 - Should I Borrow From My 401K?

    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. 

    • 15 min
    GRD010 - Tax Diversification

    GRD010 - Tax Diversification

    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. 

    • 20 min
    GRD009 - 72(t) Payments, Yes or No?

    GRD009 - 72(t) Payments, Yes or No?

    In this Great Retirement Debate, the topic of discussion is 72(t) payments, yes or no? 

    • 22 min
    GRD008 - Should I Own Cryptocurrency in My Retirement Account?

    GRD008 - Should I Own Cryptocurrency in My Retirement Account?

    In this episode of the Great Retirement Debate, Ed and Jeffrey debate the pros and cons of owning cryptocurrency in your retirement account.

    • 19 min
    GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?

    GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?

    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.

    • 25 min
    GRD006 - Should I Pay Off Debt Before I Retire?

    GRD006 - Should I Pay Off Debt Before I Retire?

    In this Great Retirement Debate, Ed and Jeffrey discuss whether or not you should pay off debt before retiring. 

    • 18 min

Customer Reviews

4.9 out of 5
55 Ratings

55 Ratings

Juan Peso ,

Great new format/concept…

This is an excellent new podcast to add to the queue. Legendary Ed “Coin” Slott and the upstart Jeff Levine have outstanding chemistry and knowledge. The length of these is ideal as well.

germ1020 ,

Makes boring stuff fun and informative

Jeff and Ed are master communicators. Really enjoy this set up, reminds of debate class.

Pants Crease ,

Inadequate LTCI debate

Neither person in the LTCI vs self-funding debate mentioned the long waiting period for LTCI payments. The majority of LTCI plans have waiting periods of at least 9 months. This time interval is measured from the date of need (as determined via written medical opinion). A longer waiting period (15 months, for example) would result in a lower LTCI premium.
The important issue is the survival rate from the “date of need” to the “date of payment.” This is often fairly low, meaning your chances of needing it decline because your risk of dying is higher - especially if you choose a 15- or 24-month waiting period.

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