The Great Retirement Debate

Description

On The Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Focus Partners Wealth, go head to head discussing critical topics in the retirement landscape. Though they may not always see eye to eye, their end goal is to provide the good, bad and necessary information to make...Read more  〉 | Jeffrey Levine CPA/PFS, CFP, AIF, CWS, MSA Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is a nationally recognized and award-winning financial advisor, speaker, and educator as well as the Chief Planning Officer at Focus Partners Wealth. Jeffrey has the rare ability to simplify complex laws that govern individual retirement accounts, tax planning and more presented with his unique blend of interpretation and humor. As Chief Planning Officer, Jeff serves as a technical and advanced planning resource for advisors and acts as Focus Partners primary thought leader on planning concepts and strategies. Jeff works closely with advisory teams to create a s

Industry

podcast