The Great Retirement Debate with Ed Slott & Jeffrey Levine
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 5 Out Now! Tune in for new episodes every other Thursday, starting on August 13, 2026!
S4 Ep7: GRD045: Avoiding the Income Cliff That Surprises So Many Retirees
Oct 23, 2025
Show notes
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.
S4 Ep6: GRD044: Will Tax Rates Ever Really Increase?
Oct 09, 2025
Show notes
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?
S4 Ep5: GRD043: Would You Pay 37% in Taxes Now to Save More Later?
Sep 25, 2025
Show notes
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%.
S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change
Sep 11, 2025
Show notes
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.
S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing?
Aug 28, 2025
Show notes
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.
S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners
Aug 14, 2025
Show notes
In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the best retirement planning strategies for high earners.
S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?
Jul 31, 2025
Show notes
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.
S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse?
Jan 09, 2025
Show notes
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.
S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals?
Dec 26, 2024
Show notes
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.
S3 Ep8: GRD036: Should I Use My HSA in Retirement?
Dec 12, 2024
Show notes
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.