The Great Retirement Debate with Ed Slott & Jeffrey Levine cover art

The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

Written by: The Great Retirement Debate with Ed Slott & Jeffrey Levine
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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!

Action Rock by LesFM | https://lesfm.net/motivational-background-music/
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Creative Commons CC BY 3.0
https://creativecommons.org/licenses/by/3.0/

 Economics Management Management & Leadership Personal Finance Self-Help Success
Episodes
  • S5 Ep5: GRD056: How Can I Improve My Chances of Aging in Place?

    S5 Ep5: GRD056: How Can I Improve My Chances of Aging in Place?
    Oct 8 2026

    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
    Ed Slott and Company
    irahelp.com
    ----------------------------------------
    Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
    Focus Partners Wealth
    focuspartners.com

    Action Rock by LesFM | https://lesfm.net/motivational-background-...
    Music promoted by https://www.chosic.com/free-music/all/
    Creative Commons CC BY 3.0
    https://creativecommons.org/licenses/by/3.0/
    Show More Show Less
    14 mins
  • S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions?

    S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions?
    Sep 24 2026

    "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
    Ed Slott and Company
    irahelp.com
    ----------------------------------------
    Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
    Focus Partners Wealth
    focuspartners.com

    Action Rock by LesFM | https://lesfm.net/motivational-background-...
    Music promoted by https://www.chosic.com/free-music/all/
    Creative Commons CC BY 3.0
    https://creativecommons.org/licenses/by/3.0/
    Show More Show Less
    22 mins
  • S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision

    S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision
    Sep 10 2026

    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
    Ed Slott and Company
    irahelp.com
    ----------------------------------------
    Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
    Focus Partners Wealth
    focuspartners.com

    Action Rock by LesFM | https://lesfm.net/motivational-background-...
    Music promoted by https://www.chosic.com/free-music/all/
    Creative Commons CC BY 3.0
    https://creativecommons.org/licenses/by/3.0/
    Show More Show Less
    17 mins
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