The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Great Retirement Debate with Ed Slott & Jeffrey Levine
Show overview
The Great Retirement Debate with Ed Slott & Jeffrey Levine has been publishing since 2022, and across the 4 years since has built a catalogue of 51 episodes, alongside 1 trailer or bonus episode. That works out to roughly 15 hours of audio in total. Releases follow a monthly cadence, with the show now in its 4th season.
Episodes typically run ten to twenty minutes — most land between 17 min and 22 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Education show.
There hasn’t been a new episode in the last ninety days; the most recent episode landed 5 months ago. The busiest year was 2024, with 18 episodes published. Published by The Great Retirement Debate with Ed Slott & Jeffrey Levine.
From the publisher
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 4 coming Thursday, July 31, 2025! 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/
Latest Episodes
View all 51 episodes
S4 Ep 12S4 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.
S4 Ep 11S4 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.
S4 Ep 10S4 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.
S4 Ep 9S4 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.
S4 Ep 8S4 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.
S4 Ep 7S4 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.
S4 Ep 6S4 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?
S4 Ep 5S4 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%.
S4 Ep 4S4 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.
S4 Ep 3S4 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.
S4 Ep 2S4 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.
S4 Ep 1S4 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.
S3 Ep 10S3 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.
S3 Ep 9S3 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.
S3 Ep 8S3 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.
S3 Ep 7S3 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.
S3 Ep 6S3 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.
S3 Ep 5S3 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.
S3 Ep 4S3 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.
S3 Ep 3S3 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.