Expert Mike Piper discusses Social Security benefits, including full retirement age, spousal benefits, survivor benefits, and filing for benefits. He provides insights on maximizing benefits through strategies like creating a 'Social Security bridge' and adjusting discount rates. The podcast covers key topics to help listeners navigate the complexities of the system and confidently prepare for retirement.

Mike Piper, a CPA and author specializing in Social Security planning, dives into the intricacies of Social Security benefits and retirement strategies. He addresses key questions from the audience, shedding light on tax strategies for early retirees like Roth conversions. Piper explains actuarial equivalents and their implications for singles versus married couples in terms of claiming benefits. He also discusses the optimization of filing strategies and the importance of clear communication in estate planning, providing practical tips for effective financial planning.

Mike Piper, author of 'More Than Enough', dives into the intriguing question of what to do with wealth beyond your needs. He discusses the significance of prudent financial moves and how to navigate the psychological impacts of financial security. Learn about maximizing charitable giving with tax-efficient strategies, and explore the importance of defining what 'enough' means in life. With insights on wealth management and the joy of meaningful moments, Mike encourages a balanced approach to wealth and fulfillment.

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.

Mike Piper, a licensed CPA and author of the popular Oblivious Investor blog, shares his expertise on Social Security and retirement planning. He discusses the historical evolution of Social Security, emphasizing its complex nature as an insurance program and not just a retirement account. Topics include strategic marital considerations for benefits, the importance of timing claims to maximize income, and the implications of policy changes ahead of the trust fund depletion. Piper also dives into spousal benefits and filing strategies for couples, providing valuable insights for all investors.