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  • S5 Ep6: GRD057: Should I Count on Social Security Being There for Me?

    S5 Ep6: GRD057: Should I Count on Social Security Being There for Me?
    2026/10/22

    The trust fund headlines are scary — but what do they actually mean for your retirement plan? Ed and Jeff cut through the doom-and-gloom to give it to you straight: what's likely to happen, what isn't, and how to plan either way.

    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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    16 分
  • S5 Ep5: GRD056: How Can I Improve My Chances of Aging in Place?

    S5 Ep5: GRD056: How Can I Improve My Chances of Aging in Place?
    2026/10/08

    Staying in your own home longer takes more than good intentions — it takes planning. Ed and Jeff cover the financial, legal, and practical moves that make aging in place possible, and the mistakes that force people out sooner than they expected.

    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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    14 分
  • S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions?

    S5 Ep4: GRD055: What Are the Biggest Retirement Misconceptions?
    2026/09/24

    "I'll just live on less." "Social Security will cover it." "I'll retire when I'm ready." Ed and Jeff bust the retirement myths that trip up even the most careful savers — and the assumptions that can lead to unexpected challenges.

    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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    22 分
  • S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision

    S5 Ep3: GRD054: How the SALT Deduction Can Impact Your Roth Conversion Decision
    2026/09/10

    The SALT deduction cap doesn't just affect your tax return —it could have a bigger impact on your Roth conversion than you realize. Ed and Jeff break down the overlooked math connecting state taxes and conversion timing, and what high-tax-state retirees need to know before they convert.

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

    S4 Ep12: GRD050: Tapping Your Retirement Account for a Home
    2026/01/01
    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 分