The Great Retirement Debate with Ed Slott & Jeffrey Levine – Details, episodes & analysis

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The Great Retirement Debate with Ed Slott & Jeffrey Levine

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Frequency: 1 episode/22d. Total Eps: 36

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! 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/

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https://www.chosic.com/free-music/all/
3518 shares
https://lesfm.net/motivational-background-music/
85 shares
http://irahelp.com
9 shares

https://www.nytimes.com/2022/12/13/your-money/student-loans/student-debt-529-savings.html
2 shares

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RSS feed quality

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Score global : 73%

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

Season 3 · Episode 2

jeudi 19 septembre 2024 • Duration 18:51

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.

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

Season 3 · Episode 1

jeudi 5 septembre 2024 • Duration 12:41

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.

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

Season 2 · Episode 1

jeudi 18 avril 2024 • Duration 16:18

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

S1 Ep19: GRD019 - Season 1 Finale and Recap

Season 1 · Episode 19

jeudi 30 mars 2023 • Duration 21:25

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.

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

Season 1 · Episode 18

jeudi 23 mars 2023 • Duration 16:50

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.

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

Season 1 · Episode 17

jeudi 16 mars 2023 • Duration 14:42

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.

S1 Ep16: GRD016: Gifting Vs. Inheriting

Season 1 · Episode 16

jeudi 9 mars 2023 • Duration 22:36

In this episode of the Great Retirement Debate, Ed and Jeffrey weigh the pros and cons of gifting versus inheriting.

S1 Ep15: GRD015: Should I Downsize in Retirement?

Season 1 · Episode 15

jeudi 2 mars 2023 • Duration 18:53

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.

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

Season 1 · Episode 14

jeudi 23 février 2023 • Duration 15:17

In this episode of the Great Retirement Debate, Ed and Jeffrey debate which is the better option, the Roth IRA, or the Roth 401k.

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

Season 1 · Episode 13

jeudi 16 février 2023 • Duration 21:09

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