Episodes

  • S2 Ep3: GRD022: Can I Trust the Government Roth?

    S2 Ep3: GRD022: Can I Trust the Government Roth?
    May 16 2024
    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/
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    15 mins
  • S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?

    S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?
    May 2 2024
    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/
    Show More Show Less
    20 mins
  • S2 Ep1: GRD020: Should I Use the Still Working Exception?

    S2 Ep1: GRD020: Should I Use the Still Working Exception?
    Apr 18 2024
    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
    Show More Show Less
    16 mins
  • S1 Ep19: GRD019 - Season 1 Finale and Recap

    S1 Ep19: GRD019 - Season 1 Finale and Recap
    Mar 30 2023
    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.
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    21 mins
  • S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2

    S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2
    Mar 23 2023
    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.
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    17 mins
  • S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1

    S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1
    Mar 16 2023
    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.
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    15 mins
  • S1 Ep16: GRD016: Gifting Vs. Inheriting

    S1 Ep16: GRD016: Gifting Vs. Inheriting
    Mar 9 2023
    In this episode of the Great Retirement Debate, Ed and Jeffrey weigh the pros and cons of gifting versus inheriting.
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    23 mins
  • S1 Ep15: GRD015: Should I Downsize in Retirement?

    S1 Ep15: GRD015: Should I Downsize in Retirement?
    Mar 2 2023
    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.
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    19 mins