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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. Tune in for new episodes every other Thursday! 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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Episodios
  • 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/
    Más Menos
    18 m
  • S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education?

    S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education?
    Jul 11 2024
    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, 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/
    Más Menos
    18 m
  • S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?

    S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?
    Jun 27 2024
    In this episode of the Great Retirement Debate, Ed and Jeff discuss the next steps with company plans in the case of a layoff.

    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.

    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/
    Más Menos
    15 m
Gestión Economía Finanzas Personales Éxito Personal
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Out of touch with reality

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.

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