

Social Security Made Simple | Mike Piper | 054
Jan 7, 2024
Mike Piper, a CPA and author of "Social Security Made Simple," joins Bill and Becky to demystify Social Security benefits. They explore optimal claiming strategies, highlighting the advantages of delaying benefits to boost household income. Mike discusses the importance of spousal benefits and tax implications, often overlooked yet critical for planning. He provides insights into survivor benefits, financial planning for differing earning histories, and strategies for maximizing retirement income through effective timing and understanding of eligibility.
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Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Simplifying Social Security for Better Financial Planning
01:32 • 4min
Navigating Social Security for Retirement
05:21 • 17min
Navigating Social Security Benefits
22:04 • 12min
Maximizing Retirement Income: Social Security vs. SPIAs
34:30 • 4min
Navigating Survivor Benefits and Social Security Strategies
38:15 • 27min
Navigating Social Security Taxation and Benefits
01:05:17 • 17min
Navigating Financial Decisions with a Planner
01:22:33 • 6min