Jeffrey Levine
Financial advisor and retirement accounts expert known for deep technical analysis of IRAs, Social Security, and retirement-law changes; author and educator who creates widely referenced content for advisors.
Best podcasts with Jeffrey Levine
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Mar 27, 2026 • 36min
226 Stop Selling Products and Get Paid for Advice by Positioning Yourself Better with Jeffrey Levine
Jeffrey Levine, a retirement accounts expert known for deep technical work on IRAs and Social Security. He recounts leaving a medical path for advising. He stresses viewing yourself as a paid professional. He explains charging for advice, specializing through tax curiosity, and crafting clear, targeted value propositions. He highlights client-facing time, communication, and picking a niche to build lasting relationships.
