Episodes

  • S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change

    S4 Ep4: GRD042: If We Ran the IRS - Our First Big Change
    Sep 11 2025
    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.
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    23 mins
  • S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing?

    S4 Ep3: GRD041: Is the New Executive Order for 401(K) Accounts a Good Thing?
    Aug 28 2025
    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.
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    19 mins
  • S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners

    S4 Ep2: GRD040: Maxing Out Wealth - The Best Retirement Strategy for Top Earners
    Aug 14 2025
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss the best retirement planning strategies for high earners.
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    25 mins
  • S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?

    S4 Ep1: GRD039: One Big Beautiful Bill… or One Big Mess?
    Jul 31 2025
    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.
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    33 mins
  • S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse?

    S3 Ep10: GRD038: Is It Better to Be a Girlfriend, Boyfriend or Spouse?
    Jan 9 2025
    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.
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    17 mins
  • S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals?

    S3 Ep9: GRD037: How Should I Adjust My Spending in Retirement to Stay on Track With My Goals?
    Dec 26 2024
    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.
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    17 mins
  • S3 Ep8: GRD036: Should I Use My HSA in Retirement?

    S3 Ep8: GRD036: Should I Use My HSA in Retirement?
    Dec 12 2024
    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.
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    20 mins
  • S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?

    S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?
    Nov 27 2024
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should aim for a zero percent tax rate in retirement.
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    15 mins