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

Oct 3, 2024 · 18 min
S3 Ep3: GRD031: Should You Fix Missed RMDs?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not it’s worthwhile to fix missed required minimum distributions and what the next best options are.
Sep 19, 2024 · 18 min
S3 Ep2: GRD030: How Long Should You Plan To Live?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine talk about how long you should plan to live, and how you should handle your retirement accordingly.
Sep 5, 2024 · 12 min
S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make?
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss what they believe to be the single biggest mistake retirees make.
Aug 8, 2024 · 14 min
S2 Ep9: GRD028: Should I Invest My IRA Money in My Business?
In this episode of the Great Retirement Debate, Ed and Jeff discuss whether or not you should invest your IRA fund into your own business. 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 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/
Jul 25, 2024 · 18 min
S2 Ep8: GRD027: Should I Give My IRA to Charity at Death?
In this episode of the Great Retirement Debate, Ed and Jeff discuss whether or not you should leave your IRA to charity at your death. 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 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/
Jul 11, 2024 · 17 min
S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education?
In this episode of the Great Retirement Debate, Ed and Jeff discuss if it is a good idea to utilize Roth IRA accounts to save for college education. 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 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/
Jun 27, 2024 · 14 min
S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?
In this episode of the Great Retirement Debate, Ed and Jeff discuss the next steps with company plans in the case of a layoff. 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! Ed Slott, CPA Ed Slott and Company irahelp.com ---------------------------------------- Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ Buckingham Strategic Wealth buckinghamstrategicwealth.com 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/
Jun 13, 2024 · 16 min
S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA?
In this episode of the Great Retirement Debate, Ed and Jeff discuss investments to avoid in your retirement accounts. 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 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/
May 30, 2024 · 23 min
S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets?
In this episode of the Great Retirement Debate, Ed and Jeff discuss what you should be doing before the Tax Cuts and Jobs Act comes to an end. 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 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/
May 16, 2024 · 14 min
S2 Ep3: GRD022: Can I Trust the Government Roth?
In this episode of the Great Retirement Debate, Ed and Jeff discuss whether or not you should trust the government Roth. 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 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/
May 2, 2024 · 20 min
S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?
In this episode of the Great Retirement Debate, Ed and Jeff discuss if you should treat your children equally when it comes to what you will be passing down. 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 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/
Apr 18, 2024 · 16 min
S2 Ep1: 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
Mar 30, 2023 · 21 min
S1 Ep19: 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.
Mar 23, 2023 · 16 min
S1 Ep18: 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.
Mar 16, 2023 · 14 min
S1 Ep17: 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.
Mar 9, 2023 · 22 min
S1 Ep16: GRD016: Gifting Vs. Inheriting
In this episode of the Great Retirement Debate, Ed and Jeffrey weigh the pros and cons of gifting versus inheriting.
Mar 2, 2023 · 18 min
S1 Ep15: 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.
Feb 23, 2023 · 15 min
S1 Ep14: GRD014: Roth IRA vs. Roth 401k
In this episode of the Great Retirement Debate, Ed and Jeffrey debate which is the better option, the Roth IRA, or the Roth 401k.
Feb 16, 2023 · 21 min
S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2
In this episode of the Great Retirement Debate, Ed and Jeffrey debate SECURE Act 2.0 once again for part 2 of whether it’s big deal, or not a big deal for you, the consumer. This time around, the focus is on the Roth related provisions. Jeff's Blog Article Mentioned: https://www.kitces.com/blog/using-a-family-dynasty-529-plan-for-multigenerational-college-planning/ New York Times Article Mentioned: https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html
Feb 9, 2023 · 24 min
S1 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1
In this episode of the Great Retirement Debate, Ed and Jeffrey debate SECURE Act 2.0 and whether it’s big deal, or not a big deal for you, the consumer, in regards to the provisions affecting required minimum distributions (RMDs), qualified charitable distributions (QCDs) and the new 10% RMD penalty.

The Great Retirement Debate with Ed Slott & Jeffrey Levine

S3 Ep3: GRD031: Should You Fix Missed RMDs?

S3 Ep2: GRD030: How Long Should You Plan To Live?

S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make?

S2 Ep9: GRD028: Should I Invest My IRA Money in My Business?

S2 Ep8: GRD027: Should I Give My IRA to Charity at Death?

S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education?

S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?

S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA?

S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets?

S2 Ep3: GRD022: Can I Trust the Government Roth?

S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?

S2 Ep1: GRD020: Should I Use the Still Working Exception?

S1 Ep19: GRD019 - Season 1 Finale and Recap

S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2

S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1

S1 Ep16: GRD016: Gifting Vs. Inheriting

S1 Ep15: GRD015: Should I Downsize in Retirement?

S1 Ep14: GRD014: Roth IRA vs. Roth 401k

S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2

S1 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1