21 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. 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!

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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 • 92 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. 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/

    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
    GRD016: Gifting Vs. Inheriting

    GRD016: Gifting Vs. Inheriting

    In this episode of the Great Retirement Debate, Ed and Jeffrey weigh the pros and cons of gifting versus inheriting. 

    • 22 min
    GRD015: Should I Downsize in Retirement?

    GRD015: Should I Downsize in Retirement?

    In this episode of the Great Retirement Debate, Ed and Jeffrey debate whether or not it’s a good strategy to downsize your home in retirement. 

    • 18 min

Customer Reviews

4.9 out of 5
92 Ratings

92 Ratings

Taylor Demars, CFP®, MBA ,

Enjoyable

Fun podcast where it’s helpful to hear two sides of commonly debated subjects

Ballydehob~ ,

Season Two

Let’s go

Ol’ Kentucky fan ,

Excellent podcast

Thoroughly informative and enjoyable! To echo Sarita’s question, when will Season 2 start?

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