Industry-leading retirement planning authorities Team up to host a debate-style podcast
NEW YORK , November 3, 2022 /PRNewswire/ — Ed Slott, CPA, Nationally Recognized IRA Expert, Founder of Ed Slott and Company, LLC and creator of irahelp.comin collaboration with Jeffrey LevinPCP®CPA, PFS, CWS®FIA®director of planning for Buckingham Strategic Heritageannounce the launch of their new podcast show, The great retirement debate. Each week, Slott and Levine provide lively commentary as they discuss an opposing side of a retirement planning topic or strategy. Episodes drop every Thursday, starting November 10, 2022and are available on all major platforms including Spotify, Apple, embroidererand Amazon.
“This is not another one of those personal finance advice-type podcasts. Our goal is to debate the merits of both sides of the retirement planning coin to give listeners the pros and cons of the latest strategies. of planning.,” said Ed SlottCPA, American IRA expert, founder of Ed Slott and Company, LLC and creator of irahelp.com. “We do not seek to change anyone’s mind or sway the opinions of anyone. Instead, we prefer to provide listeners with complete, accurate and applicable information, delivered in a thoughtful and entertaining manner, that helps them keep more of their hard-earned money.”
Slott and Levine created The great retirement debate podcast with the aim of educating listeners on the various points to consider when making a financial decision for retirement. Each week they debate the pros and cons of a particular retirement strategy or topic. At the start of each show, the toss of a coin determines which side of the strategy each will argue, whether or not it’s their position on the subject. The topics covered apply to retirees or those close to retirement and to beneficiaries who will inherit retirement assets in the future.
“Our goal by the end of each episode is to have a clear winner: the listener. With a broader perspective on what to consider and why it matters, more informed financial decisions can be made. , and ultimately better decisions lead to better outcomes,” said Jeffrey LevinPCP®CPA, PFS, CWS®FIA®director of planning for Buckingham Strategic Wealth. “We want listeners to apply the merits of each side of the debate to their own personal circumstances and decide what’s best for them and their families.”
Topics for upcoming podcast episodes include:
- Episode 1: “Do I have to take social security at 62?”
- Episode 2: “Trusts as Beneficiaries”
- Episode 3: “Should I take the lump sum pension or the annuity income stream?”
- Episode 4: “Should I buy long-term care insurance or a personal fund?”
- Episode 5: “Should I use a Roth IRA or life insurance to provide an inheritance?”
- Episode 6: “Do I have to pay off my debts before I retire?”
For more information on The great retirement debate podcast, visit greatretirementdebate.com.
ON ED SLOT:
Ed Slott, CPA, America’s IRA Expert, is the nationally recognized expert on IRA distribution and retirement planning, best-selling author and professional speaker. His latest books include The new retirement savings time bomb (Penguin Random House, 2021), by Ed Slott Guide to retirement decisions: 2022 edition (IRAHelp, 2022), and Finance your future: a tax-smart savings plan for your 20s and 30s (IRAHelp, 2021). He has also hosted several public television programs, including his latest,by Ed Slott Freedom of retirement!, and is a professor of practice at the American College of Financial Services. His company, Ed Slott and Company, LLC, is the nation’s leading provider of technical IRA training for financial advisors, CPAs and attorneys. Ed Slott established by Ed Slott Elite IRA Advisor GroupSM, a prestigious members-only study group of nearly 500 of the nation’s top financial professionals dedicated to mastering advanced retirement account and tax planning laws and strategies. Visit irahelp.com for more information.
ABOUT JEFFREY LEVINE AND BUCKINGHAM STRATEGIC WEALTH:
Jeffrey LevinCPA/PFS, CFP®FIA®CFS®, MSA is a nationally recognized and award-winning financial advisor, speaker and educator, and the Chief Planning Officer at Buckingham Wealth Partners. Jeffrey has the rare ability to simplify the complex laws that govern Individual Retirement Accounts, tax planning and more, presented with his unique blend of interpretation and humor. As Director of Planning, Jeffrey serves as a technical and advanced planning resource for advisors and acts as Buckingham’s key thought leader on evidence-based planning concepts and strategies.
Buckingham Strategic Wealth (“BSW”), a Securities and Exchange Commission registered investment adviser that provides a wide range of fiduciary financial advisory services, supporting individuals, families, non-profits and organizations. Based at St. Louis, Missouri, Buckingham Strategic Wealth employs more than 500 associates in 47 offices across the country. BSW and the community of independent advisors that make up Buckingham Strategic Partners collectively manage or administer over $56 billion assets (at June 30, 2022). For more information, visit buckinghamstrategicwealth.com.
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