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The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

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On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Though they take opposing sides by a flip of a coin, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Tune in for new episodes every Thursday! Act ...
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Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of thei ...
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Hi there, I'm Luke Slott from Dublin. Throughout my life as a musician, I've always loved sharing the stories behind my songs. In this podcast, I focus on sharing stories from the history of the Bahá'í Faith, my main source of creative inspiration. Hope you enjoy these Stories of Light!
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The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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A comic book podcast about comic books. Hosts Chris and Daniel discuss comic book story arcs, crossover events, and limited series. We spotlight the creative team behind the books then break down the story and artwork. Subjects also include comic book news and other comic book adjacent topics.
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Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert gues ...
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We've been trying a lot of traditional beer styles recently. This episode we wanted to get a little off the beaten path with something different. Beerblioket Cherry Almond Pie Surprise is a cherry and almond sour ale. The surprising part is how little it tastes like cherry and almonds. Next up is Stigbergets Stig Noir. Now we're not huge fans of bl…
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Jim and Chris sit down to discuss listener questions relating to Social Security, rollovers, annuities, and trusts. (6:00) George in Ohio asks about delaying a Social Security benefit, claiming retroactively, and if the SSA will know how to handle the associated spousal benefit. (14:00) A listener from Maine looks for help calculating his wives Soc…
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We don't have many German bars in Skåne. There is a great one in Lund. Rauhrackel has been around for what feels like forever. We've been looking forward to checking it out. They have a pretty good selection of German beers on tap and a quite a few bottles. Klosterbrauerei Weltenburg is a micro brewery specializing in traditional styles. We got to …
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Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach. Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections by taking micro-actions every day. The episode addresses the core struggles faced …
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Aziz light! This week we're talking over one of our favorite flicks, The Fifth Element, by Luc Besson! Enjoy a crisp apple, put on your fancy opera dress and watch along with the bookclub gang! That's a very nice hat. Show links! Lenneke Ruiten - Lucia di Lammermoor https://youtu.be/b01J2tywEO8?si=knqlT4tYin-pqjsO Vitas - Lucia di Lammermoor https:…
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Jim and Chris discuss listener questions relating to Social Security, WEP, GPO, 529 conversions, HSAs, and Roth conversions. (5:30) A listener from Ohio asks about a unique Social Security survivorship scenario relating to children under a different legal guardianship. (13:15) A Michigan listener looks for clarification on when his wife can begin c…
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It's three times the fun with three times the ABV. We have the marketing focused Omnipollo series called Three Times Three. Seven breweries all brew the same beer. It's an interesting challenge that shows how much the brewery making the beer can make a difference. Omnipollo is the first to release Three Times Three Vol 2. This TIPA comes in a smoot…
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Ross Radke and David Mack! Nuff said! Guest host and artist extrodinare, Ross Radke, joins us this week to discuss listener feedback, a huge mission impossible tangent and our discussion of "Daredevil: Wake Up by Bendis and Mack" BONUS: Ross scored a short interview with artist, David Mack! Meanwhille... 02:59 - Listener Feedback 20:38 - Whaddya se…
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Jim and Chris sit down to discuss listener questions relating to Social Security, GPO, HSAs, QCDs, inflation, and QLACs. (8:30) George from Colorado asks for clarification on a couple of questions regarding the effects of GPO. (25:20) A listener provides some helpful input on converting funds from a taxable account into an HSA. (37:05) A listener f…
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We are exploring the brewing possiblities of Sweden. Stjernsund Brygghus is exploring a style not often seen in Sweden. California Commons is brewed with lager yeast but fermented at ale fermentation temperatures. It was made famous by Anchor Brewing Company. It's an interesting attempt at the style. Oceanbryggeriet likes to do cask ales and tradit…
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Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success. The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game. This episode features Dr. Kevin Elko, a renowned sports psychologist and mindset coach w…
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Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA. Allen Roth Article: https://www.advisorperspectives.com/articles/2024/02/15/law-strategies-convert-college-529-rothhttps://www.529conference.com/status-board-secure-2-0-529-state-updates/ NY Times Article: https://rethinking65.com…
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Have a care, bookclub members! Mark Tweedale is back this week to jump in the back of the pickup truck and head on down to Harrow County. Check out some listener feedback, our recent recommendations and our discussion of Harrow County issues 19 & 20! Now, where'd that bookclub member git off to? 02:35 - Listener Feedback 24:34 - Whaddya see, whaddy…
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The road to retirement is full of twists and turns, potholes and traffic stops. But, that doesn't mean you can't avoid those hassles. Welcome to "Your Retirement Roadmap - Income is The Outcome That Matters Most In Retirement" with Mark S. Gardner. In our first episode, we're diving deep into some of the common uncertainties of retirment, and how y…
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Host Derek Coward talks about (rambles disjointedly actually) the movie The Flash and the character Batman, Luke Skywalker and the middle finger to Star Wars fans, and a change of mind. Supergirl from The FlashThe post Comic Book Noise 880: Disjointed Rambling About The Flash’s Batman first appeared on Comic Book Noise.…
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Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rule…
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It’s a Leap Day Recent Reads Roundtable with Kevin, Andrew & Steve talking up the new Night Thrasher, The Punisher, Thanos, Power Pack and Ultimate Spider-Man titles, as well as The Generic Comic Book, the Fall & Rise X-Books, more from Secret Wars: Battleworld, and recent issues of Thunderbolts and Blade. Plus: Toys! #MN429…
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Spainsh brewery Laugar has been cranking out a wide variety of beers for years now. Martin brought two of their latest stouts. Midnight Harvest is an imperial stout aged in Porto wine and Bourbon whisky barrel aged. The two give a lot of character to the base stout but that's not always a good thing. Aupa Tovarisch Armagnac BA is their classic Aupa…
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Host Derek Coward talks about his Marvel Mount Rushmore, a recommendation for the movie Nimona, and his thoughts on Guardians of the Galaxy Vol. 3. The post Comic Book Noise 879: Marvel Mount Rushmore, Nimona, Guardians of the Galaxy Vol. 3 first appeared on Comic Book Noise.By Derek Coward
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Jim and Chris discuss listener questions relating to Social Security, ethics requirements, MDF, and special needs trust funding. (7:15) George looks for some clarification on his Social Security claiming strategy and personal benefit calculation. (26:00) A listener provides some input on a previous show relating to a continuing education ethics req…
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We went classic with a couple of well respected beers from master brewers. Cantillon releases a lot of one off beers every year. They have nice group of regular releases as well. Fou' Foune is a blend of 18 to 20 month lambics with Bergeron apricots and Italian apricots. It's tart, fruity and always a thrill to have. Next is Thomas Hardy's Ale, The…
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In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What financial planning opportunities does the current landscape po…
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Grab your harpoons and your big ol' sledgehammers because we're back in the Outerverse! Wes Mattice joins the bookclub gang to check out some feedback, discuss kids cartoons and our alligeance to either Team Baltimore or Team Aischros! Oh hey, we also discuss "Baltimore - Cult of the Red King! We've sailed into another world... 04:48 - Listener Fee…
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Jim and Chris sit down to discuss listener questions relating to Social Security, IRMAA, GPO, annuities, and the minimum dignity floor. (7:45) A listener from Oklahoma asks about his mother ability to claim a Social Security survivor and child in care benefit. (16:45) George wonders when he’d be able to appeal a previous IRMAA surcharge. (26:45) A …
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We got a little crazy this episode. Martin found a classic bottle from Brekeriet, back when they only released 750 ml bottles in foreign webshops. Now you can find loads of their amazing beers in Systembolaget. Back in 2015 you could only get a a few like Sour & Salt. The fresh bottles are lightly tart with a nice saltiness. This hasn't aged as wel…
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To me, Bookclub Members! This week we wrap up the story of the Silver Surfer and Dawn Greenwood. Join the bookclub gang for some listener feedback, weird recommendations and our discussion of Silver Surfer 14 (2017) by Slott and the Allreds! Anywhere and everywhere, let's go! 02:37 - Listener Feedback 25:39 - Whaddya See, Whaddya Say? 34:35 - Silve…
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Jim and Chris sit down to discuss listeners questions relating to Social Security, SSA-44, IRMAA, MDF, inflation, and rollovers. (6:45) Georgette asks if she can begin claiming a Social Security spousal benefit before claiming her own benefit down the road. (20:00) A listener in Virginia comments on a previous shows question regarding the sale of a…
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We circle back with the first of two segments to finish off covering the Bronze-Age Power-Man & Iron Fist title with issues 101-110 from October 1983 to July 1984, then Steve casts his 5th installment covering the Sub-Mariner’s solo stories, this time Tales to Astonish #100-101, the Iron Man & Sub-Mariner one-shot, and finally issue 1 of the ongoin…
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We made it out to Metro in Malmö. They have an interesting tap list but where they excel is their bottle list. They have a wide selection of bottles and cans to choose from. We started with an Orval. This Belgian pale ale is a true classic and just hits right every time you have it. It always makes you wonder why you don't drink it more often. Then…
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Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle! Learn how to do just that with Jack Martin and guest Stephanie Bogan, a hig…
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