Catching Up to FI

Social Security Made Simple | Mike Piper | 054


Listen Later

Mike Piper, author of the book, "Social Security Made Simple", helps Bill and Becky navigate through the many nuances of Social Security. They discuss everything from claiming strategies to survivor benefits as well as taxation and the implications of delaying benefits. Mike sheds light on the often overlooked aspect of spousal benefits, emphasizing that delaying your benefits can help boost the household income for as long as either spouse is alive. The team also explores the complications that can arise from differing ages and earning histories of spouses.

Mike has numerous helpful resources available at his blog, Oblivious Investor, that simplify how Social Security works and how individuals can make informed decisions about when to file for benefits. Whether you're single, married, or thinking about retirement planning, this episode offers important insights to help you understand and maximize your Social Security benefits.

🔗 Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!)

Measure Twice Money ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course)

Nectarine: Advice-Only Financial Advisors

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.) opensocialsecurity.com Oblivious Investor

📗

Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less by Mike Piper ssa.gov/myaccount Full Retirement Age Primary Insurance Amount 4% Rule SSA Windfall Elimination Provision Social Security Bridge Payment W-4V Form Garrett Planning Network Advice-Only Network [email protected] Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.
...more
View all episodesView all episodes
Download on the App Store

Catching Up to FIBy Bill Yount & Jackie Cummings Koski

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

336 ratings


More shows like Catching Up to FI

View all
Afford Anything | Make Smart Money Choices by Paula Pant, Personal Finance Expert | Cumulus Podcast Network

Afford Anything | Make Smart Money Choices

3,566 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Money Podcast | Cumulus Podcast Network

The Stacking Benjamins Show

2,001 Listeners

Financial Independence Podcast by The Mad Fientist

Financial Independence Podcast

1,644 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

813 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,311 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

546 Listeners

ChooseFI by ChooseFI

ChooseFI

5,153 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

696 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,087 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

452 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,612 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

206 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners

Inside Out Money by Maggie Tucker

Inside Out Money

293 Listeners