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Explore every episode of the podcast The Great Retirement Debate with Ed Slott & Jeffrey Levine
Dive into the complete episode list for The Great Retirement Debate with Ed Slott & Jeffrey Levine. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| S5 Ep7: GRD058: Our Views on Retirement and How They've Changed | 05 Nov 2026 | 00:22:13 | |
After years of debating retirement on this show, Ed and Jeff turn the mic on themselves. What have they gotten wrong? What's changed their minds? A rare, candid look at how two of the field's sharpest voices think about retirement differently today than they used to. Tune in for new episodes every other Thursday! Ed Slott, CPA Action Rock by LesFM | https://lesfm.net/motivational-background-... | |||
| S5 Ep6: GRD057: Should I Count on Social Security Being There for Me? | 22 Oct 2026 | 00:16:25 | |
The trust fund headlines are scary — but what do they actually mean for your retirement plan? Ed and Jeff cut through the doom-and-gloom to give it to you straight: what's likely to happen, what isn't, and how to plan either way. Tune in for new episodes every other Thursday! Ed Slott, CPA Action Rock by LesFM | https://lesfm.net/motivational-background-... | |||
| S5 Ep5: GRD056: How Can I Improve My Chances of Aging in Place? | 08 Oct 2026 | 00:14:16 | |
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 Action Rock by LesFM | https://lesfm.net/motivational-background-... | |||
| S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions? | 24 Sep 2026 | 00:22:00 | |
"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 Action Rock by LesFM | https://lesfm.net/motivational-background-... | |||
| S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision | 10 Sep 2026 | 00:17:20 | |
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 Action Rock by LesFM | https://lesfm.net/motivational-background-... | |||
| S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It? | 27 Aug 2026 | 00:20:44 | |
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 Action Rock by LesFM | https://lesfm.net/motivational-background-... | |||
| S5 Ep1: GRD052: Can AI Replace Your Tax Advisor? | 13 Aug 2026 | 00:11:51 | |
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. | |||
| GRD051: Are Trump Accounts the Biggest Deal Ever? | 25 Jun 2026 | 00:25:03 | |
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. | |||
| S4 Ep12: GRD050: Tapping Your Retirement Account for a Home | 01 Jan 2026 | 00:22:07 | |
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. | |||
| S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal? | 18 Dec 2025 | 00:25:28 | |
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. | |||
| S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors? | 04 Dec 2025 | 00:23:10 | |
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. | |||
| S4 Ep9: GRD047: Should You Invest Your IRA Differently than Your Taxable Account? | 20 Nov 2025 | 00:22:30 | |
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. | |||
| S4 Ep8: GRD046: Early Roth Withdrawals - The Good, the Bad, and the Ugly | 06 Nov 2025 | 00:19:00 | |
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine weigh the pros and cons of tapping your Roth IRA early. | |||
| S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees | 23 Oct 2025 | 00:20:48 | |
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. | |||
| S4 Ep6: GRD044: Will Tax Rates Ever Really Increase? | 09 Oct 2025 | 00:19:18 | |
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? | |||
| S4 Ep5: GRD043: Would You Pay 37% in Taxes Now to Save More Later? | 25 Sep 2025 | 00:19:28 | |
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%. | |||
| S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change | 11 Sep 2025 | 00:23:09 | |
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. | |||
| S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing? | 28 Aug 2025 | 00:18:56 | |
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. | |||
| S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners | 14 Aug 2025 | 00:24:54 | |
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the best retirement planning strategies for high earners. | |||
| S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess? | 31 Jul 2025 | 00:32:44 | |
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. | |||
| S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse? | 09 Jan 2025 | 00:17:16 | |
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. | |||
| S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals? | 26 Dec 2024 | 00:16:55 | |
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. | |||
| S3 Ep8: GRD036: Should I Use My HSA in Retirement? | 12 Dec 2024 | 00:20:20 | |
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. | |||
| S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement? | 27 Nov 2024 | 00:15:18 | |
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. | |||
| S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover? | 14 Nov 2024 | 00:20:14 | |
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. | |||
| S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire? | 31 Oct 2024 | 00:19:08 | |
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. | |||
| S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA | 17 Oct 2024 | 00:18:02 | |
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. | |||
| S3 Ep3: GRD031: Should You Fix Missed RMDs? | 03 Oct 2024 | 00:18:26 | |
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. | |||
| S3 Ep2: GRD030: How Long Should You Plan To Live? | 19 Sep 2024 | 00:18:51 | |
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? | 05 Sep 2024 | 00:12:41 | |
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 Ep9: GRD028: Should I Invest My IRA Money in My Business? | 08 Aug 2024 | 00:14:26 | |
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/ | |||
| S2 Ep8: GRD027: Should I Give My IRA to Charity at Death? | 25 Jul 2024 | 00:18:08 | |
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/ | |||
| S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education? | 11 Jul 2024 | 00:17:50 | |
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/ | |||
| S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off? | 27 Jun 2024 | 00:14:38 | |
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/ | |||
| S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA? | 13 Jun 2024 | 00:16:54 | |
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/ | |||
| S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets? | 30 May 2024 | 00:23:01 | |
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/ | |||
| S2 Ep3: GRD022: Can I Trust the Government Roth? | 16 May 2024 | 00:14:56 | |
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/ | |||
| S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance? | 02 May 2024 | 00:20:17 | |
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/ | |||
| S2 Ep1: GRD020: Should I Use the Still Working Exception? | 18 Apr 2024 | 00:16:18 | |
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 | 30 Mar 2023 | 00:21:25 | |
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 | 23 Mar 2023 | 00:16:50 | |
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 | 16 Mar 2023 | 00:14:42 | |
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 | 09 Mar 2023 | 00:22:36 | |
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? | 02 Mar 2023 | 00:18:53 | |
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 | 23 Feb 2023 | 00:15:17 | |
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 | 16 Feb 2023 | 00:21:09 | |
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 | |||
| S1 Ep12: GRD012: SECURE Act 2.0 - Deal or No Deal? Pt. 1 | 09 Feb 2023 | 00:24:12 | |
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. | |||
| S1 Ep11: GRD011: Should I Borrow From My 401K? | 02 Feb 2023 | 00:15:48 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey explain whether or not you should borrow from your 401k if you need liquidity. | |||
| S1 Ep10: GRD010 - Tax Diversification | 26 Jan 2023 | 00:20:22 | |
In this episode of the Great Retirement Debate, Ed and Jeffrey go into detail on Tax Diversification and whether or not that should be something you strive for in retirement. | |||
| S1 Ep9: GRD009 - 72(t) Payments, Yes or No? | 19 Jan 2023 | 00:22:57 | |
In this Great Retirement Debate, the topic of discussion is 72(t) payments, yes or no? | |||
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