The Great Retirement Debate with Ed Slott & Jeffrey Levine
By The Great Retirement Debate with Ed Slott & Jeffrey Levine
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Episodes: 55
Description
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 Out Now! Tune in for new episodes every other Thursday, starting on August 13, 2026!
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| Episode | Date |
|---|---|
|
S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision
|
Sep 10, 2026 |
|
S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?
|
Aug 27, 2026 |
|
S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?
|
Aug 13, 2026 |
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GRD051: Are Trump Accounts the Biggest Deal Ever?
|
Jun 25, 2026 |
|
S4 Ep12: GRD050: Tapping Your Retirement Account for a Home
|
Jan 01, 2026 |
|
S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?
|
Dec 18, 2025 |
|
S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?
|
Dec 04, 2025 |
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S4 Ep9: GRD047: Should You Invest Your IRA Differently than Your Taxable Account?
|
Nov 20, 2025 |
|
S4 Ep8: GRD046: Early Roth Withdrawals - The Good, the Bad, and the Ugly
|
Nov 06, 2025 |
|
S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees
|
Oct 23, 2025 |
|
S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?
|
Oct 09, 2025 |
|
S4 Ep5: GRD043: Would You Pay 37% in Taxes Now to Save More Later?
|
Sep 25, 2025 |
|
S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change
|
Sep 11, 2025 |
|
S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing?
|
Aug 28, 2025 |
|
S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners
|
Aug 14, 2025 |
|
S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?
|
Jul 31, 2025 |
|
S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse?
|
Jan 09, 2025 |
|
S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals?
|
Dec 26, 2024 |
|
S3 Ep8: GRD036: Should I Use My HSA in Retirement?
|
Dec 12, 2024 |
|
S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?
|
Nov 27, 2024 |
|
S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?
|
Nov 14, 2024 |
|
S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?
|
Oct 31, 2024 |
|
S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA
|
Oct 17, 2024 |
|
S3 Ep3: GRD031: Should You Fix Missed RMDs?
|
Oct 03, 2024 |
|
S3 Ep2: GRD030: How Long Should You Plan To Live?
|
Sep 19, 2024 |
|
S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make?
|
Sep 05, 2024 |
|
S2 Ep9: GRD028: Should I Invest My IRA Money in My Business?
|
Aug 08, 2024 |
|
S2 Ep8: GRD027: Should I Give My IRA to Charity at Death?
|
Jul 25, 2024 |
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S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education?
|
Jul 11, 2024 |
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S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?
|
Jun 27, 2024 |
|
S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA?
|
Jun 13, 2024 |
|
S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets?
|
May 30, 2024 |
|
S2 Ep3: GRD022: Can I Trust the Government Roth?
|
May 16, 2024 |
|
S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?
|
May 02, 2024 |
|
S2 Ep1: GRD020: Should I Use the Still Working Exception?
|
Apr 18, 2024 |
|
S1 Ep19: GRD019 - Season 1 Finale and Recap
|
Mar 30, 2023 |
|
S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2
|
Mar 23, 2023 |
|
S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1
|
Mar 16, 2023 |
|
S1 Ep16: GRD016: Gifting Vs. Inheriting
|
Mar 09, 2023 |
|
S1 Ep15: GRD015: Should I Downsize in Retirement?
|
Mar 02, 2023 |
|
S1 Ep14: GRD014: Roth IRA vs. Roth 401k
|
Feb 23, 2023 |
|
S1 Ep13: GRD013: SECURE Act 2.0 - Deal or No Deal? Pt. 2
|
Feb 16, 2023 |
|
S1 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1
|
Feb 09, 2023 |
|
S1 Ep11: GRD011: Should I Borrow From My 401K?
|
Feb 02, 2023 |
|
S1 Ep10: GRD010 - Tax Diversification
|
Jan 26, 2023 |
|
S1 Ep9: GRD009 - 72(t) Payments, Yes or No?
|
Jan 19, 2023 |
|
S1 Ep8: GRD008 - Should I Own Cryptocurrency in My Retirement Account?
|
Jan 12, 2023 |
|
S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?
|
Jan 05, 2023 |
|
S1 Ep6: GRD006 - Should I Pay Off Debt Before I Retire?
|
Dec 22, 2022 |
|
S1 Ep5: GRD005 - Should I Use a Roth IRA or Life Insurance to Provide a Legacy?
|
Dec 15, 2022 |
|
S1 Ep4: GRD004 - Should I Buy Long Term Care Insurance or Self Fund?
|
Dec 08, 2022 |
|
S1 Ep3: GRD003 - Should I Take the Pension Lump Sum or Annuity Income Stream?
|
Dec 01, 2022 |
|
S1 Ep2: GRD002 - Trusts as a Beneficiary
|
Nov 17, 2022 |
|
S1 Ep1: GRD001 - Should I Take Social Security at Age 62?
|
Nov 10, 2022 |
|
Preview: The Great Retirement Debate with Ed Slott & Jeffrey Levine
|
Oct 18, 2022 |