The Great Retirement Debate with Ed Slott & Jeffrey Levine
by The Great Retirement Debate with Ed Slott & Jeffrey Levine
Is this your podcast?The Great Retirement Debate with Ed Slott & Jeffrey Levine features two prominent figures in the financial advisory world. Ed Slott is a renowned CPA and retirement planning expert, known for his insights on tax strategies and retirement sa…
On the show
From 12 epsHosts
Recent guests
Recent episodes
S5 Ep5: GRD056: How Can I Improve My Chances of Aging in Place?
Oct 8, 2026
14m 16s
S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions?
Sep 24, 2026
22m 00s
S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision
Sep 10, 2026
17m 20s
S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?
Aug 27, 2026
20m 44s
S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?
Aug 13, 2026
11m 51s
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Based on 3 signals.
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By chart position
- 🇺🇸United States · Self-ImprovementHOME#1277.3K to 29K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
7.3K to 29K🎙 Biweekly cadence·54 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
10K to 41K🇺🇸100% - Active Followers
Loyal subscribers who consistently listen
4.2K to 16K331 real followers tracked across platforms
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/8/26 |  S5 Ep5: GRD056: How Can I Improve My Chances of Aging in Place? | 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, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Focus Partners Wealthfocuspartners.comAction Rock by LesFM | https://lesfm.net/motivational-background-...Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/ | 14m 16s | ||||||
| 9/24/26 | S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions? | "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, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Focus Partners Wealthfocuspartners.comAction Rock by LesFM | https://lesfm.net/motivational-background-...Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/ | 22m 00s | ||||||
| 9/10/26 | S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision | 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, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Focus Partners Wealthfocuspartners.comAction Rock by LesFM | https://lesfm.net/motivational-background-...Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/ | 17m 20s | ||||||
| 8/27/26 | Roth conversiontax brackets+3 | Jeffrey Levine | Ed Slott and CompanyFocus Partners Wealth+3 | — | Roth conversionIRA+3 | — | 20m 44s | ||
| 8/13/26 | AI in financetax advice+3 | — | ChatGPTAI+3 | — | AItax advisor+6 | — | 11m 51s | ||
| 6/25/26 | Trump Accountsgovernment contribution+3 | Jeff Levine | Trump Accounts | — | Trump Accountsgovernment contribution+3 | — | 25m 03s | ||
| 1/1/26 | retirement savingshome buying+3 | — | — | — | retirement accounthome purchase+3 | — | 22m 07s | ||
| 12/18/25 | Net Unrealized Appreciationretirement planning+3 | — | The Great Retirement DebateNet Unrealized Appreciation | — | Net Unrealized Appreciationretirement+3 | — | 25m 28s | ||
| 12/4/25 | financial advisorspros and cons+3 | — | — | — | financial advisorsretirement+3 | — | 23m 10s | ||
| 11/20/25 | IRAtaxable accounts+3 | Jeff Levine | The Great Retirement DebateS4 Ep9: GRD047: Should You Invest Your IRA Differently than Your Taxable Account? | — | IRAtaxable account+3 | — | 22m 30s | ||
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| 11/6/25 | Roth IRAearly withdrawals+3 | — | The Great Retirement DebateS4 Ep8: GRD046: Early Roth Withdrawals - The Good, the Bad, and the Ugly | — | Roth IRAearly withdrawals+3 | — | 19m 00s | ||
| 10/23/25 | retirement planningMedicare fees+3 | — | MedicareIncome-Related Monthly Adjustment Amount | — | retirementMedicare+3 | — | 20m 48s | ||
| 10/9/25 | tax ratesretirement planning+3 | — | The Great Retirement Debate | — | tax ratesretirement+3 | — | 19m 18s | ||
| 9/25/25 | tax ratesretirement planning+3 | — | — | — | taxesretirement+3 | — | 19m 28s | ||
| 9/11/25 | IRS changestax policy+3 | — | IRS | — | IRStax changes+4 | — | 23m 09s | ||
| 8/28/25 |  S4 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. | 18m 56s | ||||||
| 8/14/25 | S4 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. | 24m 54s | ||||||
| 7/31/25 | S4 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. | 32m 44s | ||||||
| 1/9/25 | S3 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. | 17m 16s | ||||||
| 12/26/24 | S3 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. | 16m 55s | ||||||
| 12/12/24 |  S3 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. | 20m 20s | ||||||
| 11/27/24 | S3 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. | 15m 18s | ||||||
| 11/14/24 |  S3 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. | 20m 14s | ||||||
| 10/31/24 | S3 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. | 19m 08s | ||||||
| 10/17/24 | S3 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. | 18m 02s | ||||||
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Distribution & Reach
About the show, platforms, and key insights.
Distribution & Reach
About the show, platforms, and key insights.
The Great Retirement Debate with Ed Slott & Jeffrey Levine features two prominent figures in the financial advisory world. Ed Slott is a renowned CPA and retirement planning expert, known for his insights on tax strategies and retirement savings, while Jeffrey Levine brings expertise in wealth management and tax law. Together, they provide listeners with actionable advice and strategies for effective retirement planning. This podcast stands out for its engaging debate format, where the hosts discuss various retirement-related topics, such as tax implications, investment strategies, and wealth management. With 51 episodes released over four years, the show aims to educate listeners on the complexities of retirement planning, making it both informative and accessible. The audience primarily consists of individuals approaching retirement, financial advisors, and anyone interested in optimizing their financial future. Listeners value the practical insights and expert opinions shared by Slott and Levine, empowering them to make informed decisions regarding their retirement savings and investments.
By the numbers
- Total followers: 7.3K
- Total plays: 145K
- Total reviews: 137
Platforms
TuneIn
- Followers: 19
Castbox
- Followers: 132
- Plays: 2.7K
YouTube
- Subscribers: 6.9K
- Views: 142K
- Videos: 64
Podcast App
- Followers: 139
- Reviews: 137
Podcast Republic
- Followers: 41
Find them online
Audience
professionals, adults, family
Chart history for The Great Retirement Debate with Ed Slott & Jeffrey Levine
Peaked at #127 in United States, currently #127 in United States.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| United States | — | #127 | #127 | — |
Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.