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…
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Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇯🇵JP · Self-Improvement#1211K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
500 to 5K🎙 Weekly cadence·51 episodes·Last published 5mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
1K to 10K🇯🇵100% - Active Followers
Loyal subscribers who consistently listen
300 to 3K7.3K real followers tracked across platforms
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Recent episodes
S4 Ep12: GRD050: Tapping Your Retirement Account for a Home
Jan 1, 2026
22m 07s
S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?
Dec 18, 2025
25m 28s
S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?
Dec 4, 2025
23m 10s
S4 Ep9: GRD047: Should You Invest Your IRA Differently than Your Taxable Account?
Nov 20, 2025
22m 30s
S4 Ep8: GRD046: Early Roth Withdrawals - The Good, the Bad, and the Ugly
Nov 6, 2025
19m 00s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 1/1/26 |  S4 Ep12: GRD050: Tapping Your Retirement Account for a Home✨ | retirement savingshome buying+3 | — | — | — | retirement accounthome purchase+3 | — | 22m 07s | |
| 12/18/25 | S4 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. | 25m 28s | ||||||
| 12/4/25 | S4 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. | 23m 10s | ||||||
| 11/20/25 | S4 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. | 22m 30s | ||||||
| 11/6/25 | S4 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. | 19m 00s | ||||||
| 10/23/25 | S4 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. | 20m 48s | ||||||
| 10/9/25 | S4 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? | 19m 18s | ||||||
| 9/25/25 | S4 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%. | 19m 28s | ||||||
| 9/11/25 | S4 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. | 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 | ||||||
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| 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 | ||||||
| 10/3/24 | S3 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. | 18m 26s | ||||||
| 9/19/24 | S3 Ep2: GRD030: How Long Should You Plan To Live? | 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. | 18m 51s | ||||||
| 9/5/24 | S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make? | 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. | 12m 41s | ||||||
| 8/8/24 | S2 Ep9: GRD028: Should I Invest My IRA Money in My Business? | 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, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Buckingham Strategic Wealthbuckinghamstrategicwealth.comAction Rock by LesFM | https://lesfm.net/motivational-background-music/Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/ | 14m 26s | ||||||
| 7/25/24 | S2 Ep8: GRD027: Should I Give My IRA to Charity at Death? | 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, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Buckingham Strategic Wealthbuckinghamstrategicwealth.comAction Rock by LesFM | https://lesfm.net/motivational-background-music/Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/ | 18m 08s | ||||||
| 7/11/24 | S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education? | 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, CPAEd Slott and Companyirahelp.com----------------------------------------Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™Buckingham Strategic Wealthbuckinghamstrategicwealth.comAction Rock by LesFM | https://lesfm.net/motivational-background-music/Music promoted by https://www.chosic.com/free-music/all/Creative Commons CC BY 3.0https://creativecommons.org/licenses/by/3.0/ | 17m 50s | ||||||
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1 placement across 1 market.