『The Great Retirement Debate with Ed Slott & Jeffrey Levine』のカバーアート

The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

著者： 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 5 Out Now! Tune in for new episodes every other Thursday, starting on August 13, 2026!

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https://creativecommons.org/licenses/by/3.0/

 マネジメント マネジメント・リーダーシップ 個人ファイナンス 個人的成功 経済学 自己啓発
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  • S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?

    S5 Ep2: GRD053: Should You Convert Your Entire IRA — or Just Part of It?
    2026/08/27

    Go all-in on a Roth conversion, or ease into it? Ed and Jeff square off on the math, the tax brackets, and the timing that separates a smart conversion from an expensive mistake — plus who should think twice before converting.

    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™
    Focus Partners Wealth
    focuspartners.com

    Action Rock by LesFM | https://lesfm.net/motivational-background-...
    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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    21 分
  • S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?

    S5 Ep1: GRD052: Can AI Replace Your Tax Advisor?
    2026/08/13

    ChatGPT can draft a will, explain a 1031 exchange, and answer your RMD question in seconds — but should you trust it with your retirement? Ed and Jeff put AI tax advice to the test and explain exactly where it shines, where it fails, and the one thing no algorithm can replace.
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    12 分
  • GRD051: Are Trump Accounts the Biggest Deal Ever?

    GRD051: Are Trump Accounts the Biggest Deal Ever?
    2026/06/25

    In this special episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the new Trump Accounts and what they could mean for families.

    They break down the basics, explain the much-talked-about $1,000 government contribution, and debate whether these new accounts are truly a game changer or simply another savings option.
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    25 分
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