The Great Retirement Debate with Ed Slott & Jeffrey Levine

By The Great Retirement Debate with Ed Slott & Jeffrey LevineBusiness Education Self-Improvement Investing Management

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The Great Retirement Debate with Ed Slott & Jeffrey Levine episodes

October 08 S5 Ep5: GRD056: How Can I Improve My Chances of Aging in Place?
Staying in your own home longer takes more than good intentions — it takes planning. Ed and Jeff cover the financial, legal, and practical moves that make aging in place possible, and the mistakes that force people out sooner than they expected.
Tune in for new episodes every other Thursday!
Ed Slott, CPA
Ed Slott and Company
irahelp.com
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Focus Partners Wealth
focuspartners.com
Action Rock by LesFM | https://lesfm.net/motivational-background-...
Music promoted by https://www.chosic.com/free-music/all/
Creative Commons CC BY 3.0
https://creativecommons.org/licenses/by/3.0/
15 min
September 24 S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions?
"I'll just live on less." "Social Security will cover it." "I'll retire when I'm ready." Ed and Jeff bust the retirement myths that trip up even the most careful savers — and the assumptions that can lead to unexpected challenges.
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™
Focus Partners Wealth
focuspartners.com
Action Rock by LesFM | https://lesfm.net/motivational-background-...
Music promoted by https://www.chosic.com/free-music/all/
Creative Commons CC BY 3.0
https://creativecommons.org/licenses/by/3.0/
22 min
September 10 S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision
The SALT deduction cap doesn't just affect your tax return —it could have a bigger impact on your Roth conversion than you realize. Ed and Jeff break down the overlooked math connecting state taxes and conversion timing, and what high-tax-state retirees need to know before they convert.
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™
Focus Partners Wealth
focuspartners.com
Action Rock by LesFM | https://lesfm.net/motivational-background-...
Music promoted by https://www.chosic.com/free-music/all/
Creative Commons CC BY 3.0
https://creativecommons.org/licenses/by/3.0/
18 min
August 27 S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?
Go all-in on a Roth conversion, or ease into it? Ed and Jeff square off on the math, the tax brackets, and the timing that separates a smart conversion from an expensive mistake — plus who should think twice before converting.
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™
Focus Partners Wealth
focuspartners.com
Action Rock by LesFM | https://lesfm.net/motivational-background-...
Music promoted by https://www.chosic.com/free-music/all/
Creative Commons CC BY 3.0
https://creativecommons.org/licenses/by/3.0/
21 min
August 13 S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?
ChatGPT can draft a will, explain a 1031 exchange, and answer your RMD question in seconds — but should you trust it with your retirement? Ed and Jeff put AI tax advice to the test and explain exactly where it shines, where it fails, and the one thing no algorithm can replace.
12 min
June 25 GRD051: Are Trump Accounts the Biggest Deal Ever?
In this special episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the new Trump Accounts and what they could mean for families.
They break down the basics, explain the much-talked-about $1,000 government contribution, and debate whether these new accounts are truly a game changer or simply another savings option.
26 min
January 01 S4 Ep12: GRD050: Tapping Your Retirement Account for a Home
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.
23 min
December 18, 2025 S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?
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.
26 min
December 04, 2025 S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?
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.
24 min
November 20, 2025 S4 Ep9: GRD047: Should You Invest Your IRA Differently than Your Taxable Account?
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.
23 min

About The Great Retirement Debate with Ed Slott & Jeffrey Levine

From the publisher's feed

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.