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The Great Retirement Debate with Ed Slott & Jeffrey Levine

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 4 coming Thursday, July 31, 2025!
Tune in for new episodes every other Thursday!


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Episodios
  • S4 Ep12: GRD050: Tapping Your Retirement Account for a Home

    S4 Ep12: GRD050: Tapping Your Retirement Account for a Home
    Jan 1 2026
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine explore the risks and rewards of using retirement savings to buy a house — and when it might make sense to do so.
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    22 m
  • S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?

    S4 Ep11: GRD049: Is Net Unrealized Appreciation a Good Deal?
    Dec 18 2025
    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.
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    25 m
  • S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?

    S4 Ep10: GRD048: Why Don’t More People Use Financial Advisors?
    Dec 4 2025
    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.
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    23 m
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Over time, Ed Slots arguments become so out of touch with reality (arguing for strategies that benefit multi millionaires, as if they were listening to his podcast, and continuously unable to understand why someone considering taking out a loan might be in need of money), that I found myself becoming angered by his arguments. Individuals listening to podcasts for retirement advice are searching for knowledge from those who can understand their situation and perspective and give applicable advice. This is not the place to find that.

Out of touch with reality

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