About this episode
Our guest on the podcast today is Mike Piper. He is the author of several personal finance books, the latest of which is called More Than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need . Other books include, After the Death of Your Spouse; Can I Retire? ; Social Security Made Simple ; Taxes Made Simple ; and Investing Made Simple . Mike also writes a wonderful blog called Oblivious Investor, and he has developed a free tool for exploring Social Security-claiming decisions. It’s called Open Social Security. Mike is a certified public accountant. Background & Books Bio Oblivious Investor Open Social Security “ Mike Piper: Delaying Social Security Not Always a Good Deal ,” The Long View podcast, Morningstar.com , April 27, 2021. More Than Enough: A Brief Guide to Questions That Arise After Realizing You Have More Than You Need After the Death of Your Spouse: Next Financial Steps for Surviving Spouses Can I Retire? Social Security Made Simple Taxes Made Simple Investing Made Simple Tax Strategies “ How Much Can I Give Per Year Without Having to Pay Tax? ” by Mike Piper, obliviousinvestor.com . “ 401(k) Rollover: Where, Why, and How ,” by Mike Piper, obliviousinvestor.com . “ Tax Planning Begins When Building Your Portfolio. Here’s What to Know ,” by Kate Dore, cnbc.com , June 7, 2022. “ Roth Conversion Planning: A Step-by-Step Approach ,” by Mike Piper, obliviousinvestor.com , July 5, 2021. Social Security “ Social Security Strategies for Married Couples ,” by Mike Piper, obliviousinvestor.com , Jan. 1, 2020. “ The Three Biggest Social Security Misconceptions ,” by Mike Piper, obliviousinvestor.com , April 11, 2022. Charitable Giving “ Deduction Bunching: Tax Planning Strategy for Charitable Giving ,” by Mike Piper, obliviousinvestor.com , Jan. 1, 2022. “ What’s the Point of a Donor-Advised Funds? ” by Mike Piper, obliviousinvestor.com , Feb. 28, 2022. “ Qualified Charitable Distributions (QCDs): How Do They Work, and Are They the Best Option for Charitable Giving? ” by Mike Piper, obliviousinvestor.com , Nov. 22, 2021. Asset Allocation “ Calculator for Backtesting a Portfolio or Asset Allocation (Also Monte Carlo Simulations) ,” by Mike Piper, obliviousinvestor.com , Sept. 12, 2022. “ How Much Cash Should a Retirement Savings Portfolio Include? ” by Mike Piper, obliviousinvestor.com , Aug. 16, 2021. “ Simplifying a Retirement Bucket Portfolio ,” by Mike Piper, obliviousinvestor.com , July 8, 2019. Other “ Personal Representative vs. Trustee: What’s the Difference? ” by Mike Piper, obliviousinvestor.com , May 22, 2023. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.