The Great Retirement Debate with Ed Slott & Jeffrey Levine

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.

Season 5 coming soon! Tune in for new episodes every other Thursday, starting on August 13, 2026!

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52 episodes
Updated June 25

Episodes52

Newest first

June 25 · 25 min
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.
January 1 · 22 min
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.
Dec 18, 2025 · 25 min
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.
Dec 4, 2025 · 23 min
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.
Nov 20, 2025 · 22 min
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.
Nov 6, 2025 · 19 min
S4 Ep8: GRD046: Early Roth Withdrawals - The Good, the Bad, and the Ugly
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine weigh the pros and cons of tapping your Roth IRA early.
Oct 23, 2025 · 20 min
S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine warn retirees of unexpected Medicare fees that can arise, known as Income-Related Monthly Adjustment Amount (IRMAA) charges.
Oct 9, 2025 · 19 min
S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine tackle the big question that everyone wants the answer to. Will tax rates ever really increase?
Sep 25, 2025 · 19 min
S4 Ep5: GRD043: Would You Pay 37% in Taxes Now to Save More Later?
In this episode of The Great Retirement Debate, Ed Slot and Jeff Levine discuss whether or not you should convert if your tax rate is 37%.
Sep 11, 2025 · 23 min
S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine contemplate the first major changes they would make if they hypothetically ran the IRS.
Aug 28, 2025 · 18 min
S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the August 7, 2025 executive order, Democratizing Access to Alternative Assets for 401(K) Investors, and whether or not it’s a good thing for consumers.
Aug 14, 2025 · 24 min
S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the best retirement planning strategies for high earners.
Jul 31, 2025 · 32 min
S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?
In the first episode of Season 4 of The Great Retirement Debate, Ed Slott and Jeff Levine dive into the One Big Beautiful Bill Act (OBBBA) and debate whether this massive legislation simplifies retirement planning — or makes it even more complex.
Jan 9, 2025 · 17 min
S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether its better to be a girlfriend, boyfriend or spouse when it comes to inheriting retirement assets.
Dec 26, 2024 · 16 min
S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine address spending in retirement, and whether or not you should be adjusting that spending to keep on track with your retirement goals.
Dec 12, 2024 · 20 min
S3 Ep8: GRD036: Should I Use My HSA in Retirement?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should use a Health Savings Account (HSA) in retirement.
Nov 27, 2024 · 15 min
S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should aim for a zero percent tax rate in retirement.
Nov 14, 2024 · 20 min
S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile.
Oct 31, 2024 · 19 min
S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not it is a wise choice to change financial advisors upon retirement.
Oct 17, 2024 · 18 min
S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should invest differently between your traditional IRA and Roth accounts.

The Great Retirement Debate with Ed Slott & Jeffrey Levine

GRD051: Are Trump Accounts the Biggest Deal Ever?

S4 Ep12: GRD050: Tapping Your Retirement Account for a Home

S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?

S4 Ep9: GRD047: Should You Invest Your IRA Differently than Your Taxable Account?

S4 Ep8: GRD046: Early Roth Withdrawals - The Good, the Bad, and the Ugly

S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees

S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?

S4 Ep5: GRD043: Would You Pay 37% in Taxes Now to Save More Later?

S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change

S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing?

S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners

S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?

S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse?

S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals?

S3 Ep8: GRD036: Should I Use My HSA in Retirement?

S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?

S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?

S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA