Episodes

  • S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

    S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?
    Nov 14 2024
    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.
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    20 mins
  • S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?

    S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?
    Oct 31 2024
    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.
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    19 mins
  • S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA

    S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA
    Oct 17 2024
    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.
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    18 mins
  • S3 Ep3: GRD031: Should You Fix Missed RMDs?

    S3 Ep3: GRD031: Should You Fix Missed RMDs?
    Oct 3 2024
    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.
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    18 mins
  • S3 Ep2: GRD030: How Long Should You Plan To Live?

    S3 Ep2: GRD030: How Long Should You Plan To Live?
    Sep 19 2024
    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.
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    19 mins
  • S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make?

    S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make?
    Sep 5 2024
    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.
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    13 mins
  • S2 Ep9: GRD028: Should I Invest My IRA Money in My Business?

    S2 Ep9: GRD028: Should I Invest My IRA Money in My Business?
    Aug 8 2024
    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, 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
    14 mins
  • S2 Ep8: GRD027: Should I Give My IRA to Charity at Death?

    S2 Ep8: GRD027: Should I Give My IRA to Charity at Death?
    Jul 25 2024
    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, 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
    18 mins