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The Great Retirement Debate with Ed Slott & Jeffrey Levine

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by The Great Retirement Debate with Ed Slott & Jeffrey Levine

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55 episodes
Updated Daily
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Podcast Overview

<div> <p>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.</p> <p><strong>Season 5 Out Now! Tune in for new episodes every other Thursday, starting on August 13, 2026! <br> </strong><br> Action Rock by LesFM | <a href="https://lesfm.net/motivational-background-music/"><a href="https://lesfm.net/motivational-background-music/">https://lesfm.net/motivational-background-music/</a></a><br> Music promoted by <a href="https://www.chosic.com/free-music/all/"><a href="https://www.chosic.com/free-music/all/">https://www.chosic.com/free-music/all/</a></a><br> Creative Commons CC BY 3.0<br> <a href="https://creativecommons.org/licenses/by/3.0/"><a href="https://creativecommons.org/licenses/by/3.0/">https://creativecommons.org/licenses/by/3.0/</a><br> </a><br> </p> </div>

Language

🇺🇲

Publishing Since

10/18/2022

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Recent Episodes

Episode thumbnail for S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision

September 10, 2026

S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision

Ed Slott, CPA, and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™, discuss how the SALT deduction cap influences Roth conversion decisions for retirees in high-tax states.

Episode thumbnail for S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?

August 27, 2026

S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?

Ed Slott, CPA, and Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™, debate the strategic advantages and potential pitfalls of full versus partial IRA Roth conversions in this insightful interview.

Episode thumbnail for S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?

August 13, 2026

S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?

Ed Slott and Jeffrey Levine interview each other to explore whether AI can truly replace human tax advisors for retirement planning.

55 total episodes available with 14 transcripts

Recent guests on The Great Retirement Debate with Ed Slott & Jeffrey Levine

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Ed Slott

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Jeffrey Levine

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What is The Great Retirement Debate with Ed Slott & Jeffrey Levine?
<div> <p>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.</p> <p><strong>Season 5 Out Now! Tune in for new episodes every other Thursday, starting on August 13, 2026! <br> </strong><br> Action Rock by LesFM | <a href="https://lesfm.net/motivational-background-music/"><a href="https://lesfm.net/motivational-background-music/">https://lesfm.net/motivational-background-music/</a></a><br> Music promoted by <a href="https://www.chosic.com/free-music/all/"><a href="https://www.chosic.com/free-music/all/">https://www.chosic.com/free-music/all/</a></a><br> Creative Commons CC BY 3.0<br> <a href="https://creativecommons.org/licenses/by/3.0/"><a href="https://creativecommons.org/licenses/by/3.0/">https://creativecommons.org/licenses/by/3.0/</a><br> </a><br> </p> </div>
How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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