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Jeff Levine and Ed Slott

Retirement Planning > Saving for Retirement

Jeffrey Levine, Ed Slott Team Up for Retirement Debate Podcast

By John Manganaro

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What You Need to Know

  • Slott and Levine will provide lively commentary as they argue an opposing side of a retirement planning topic or strategy.
  • A flip of the coin will determine who takes what side on each debate.
  • Levine and Slott say the real winner of the debate each week will be the listener.

This week, two respected retirement industry veterans announced plans to launch a podcast meant to foster debate and discussion about important retirement planning topics.

Launching next week, “The Great Retirement Debate” podcast will feature Ed Slott, a nationally recognized individual retirement account expert and founder of Ed Slott and Co., and Jeffrey Levine, the chief planning officer of Buckingham Strategic Wealth.

Levine was chief retirement strategist at Ed Slott and Co. from 2009 to 2017.

According to a press release announcing the forthcoming program, each week, Slott and Levine will provide lively commentary as they argue an opposing side of a retirement planning topic or strategy. Episodes are scheduled to drop every Thursday, beginning Nov. 10, and will be available on all major platforms, including Spotify, Apple, Stitcher and Amazon.

Taking to Twitter to explain the motivation behind The Great Retirement Debate, Levine says this “isn’t going to be another one of those personal finance advice-type podcasts.”

“Our goal by the end of each episode is to have one clear winner — the listener,” Levine says. “With a broader perspective on what to consider and why it is important, more informed financial decisions can be made, and ultimately better decisions lead to better outcomes.”

“Our goal is to debate the merit of both sides of the retirement planning coin to give listeners the pros and cons of the latest planning strategies,” Slott adds.

Slott and Levine say they are not looking to change minds or sway opinions. Instead, they would rather provide listeners with “thorough, accurate and applicable information,” delivered in a thoughtful and entertaining way.

The format of the podcast will keep Levine and Slott on their toes, as at the start of each show, the flip of a coin will determines which side of a given strategy each will argue, regardless of whether or not it is their personal position on the subject matter. Broadly speaking, the topics covered will apply to those in or near retirement, and to beneficiaries who will inherit retirement assets in the future.

Ahead of the publication of the first episode, the Slott and Levine have published a short preview of their show, during which they emphasize the fact that they come from different generations and different planning backgrounds. They say this dynamic will help keep their podcast dynamic and engaging.

Here is a rundown of planned topics for the podcast’s premier season:

  • Episode 1: “Should I Take Social Security at Age 62?”
  • Episode 2: “Trusts as a Beneficiary”
  • Episode 3: “Should I Take the Pension Lump Sum or Annuity Income Stream?”
  • Episode 4: “Should I Buy Long-Term Care Insurance or Self Fund?”
  • Episode 5: “Should I Use a Roth IRA or a Life Insurance to Provide a Legacy?”
  • Episode 6: “Should I Pay Off Debt Before I Retire?”

John Manganaro

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