Episodes

  • 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
  • S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

    S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?
    Nov 14 2024
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile.
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    20 mins
  • S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?

    S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?
    Oct 31 2024
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not it is a wise choice to change financial advisors upon retirement.
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    19 mins
  • S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA

    S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA
    Oct 17 2024
    In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine discuss whether or not you should invest differently between your traditional IRA and Roth accounts.
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    18 mins