All episodes of Bogleheads On Investing Podcast

Bogleheads On Investing Podcast · 2025-02-25 · 58 min · 9,753 words

Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri

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Welcome everyone to the 79th edition of Bogleheads on Investing. Our repeat guest today is Mike Piper. Mike is a CP. and an expert on taxation, estate planning, and social security. Today we're going to be talking about what to do if you become the executor of an estate with an emphasis on providing a financial guide for surviving file.

Hi everyone, my name is Rick Ferry and I am the host of Bogleheads on Investing. This episode, as with all episodes, is brought to you by the John C. Bogle Center for Financial Literacy, a nonprofit organization that is building a world of well-informed, capable, and empowered investors. Visit the Bogle Center at Boglecenter.net where you will find a treasure drove of information, including transcripts of these podcasts. I have a couple of announcements before we get started today.

The YouTube videos from the 2024 Bogleheads Conference in Minneapolis, Minnesota are now available online at boglecenter.net. All of the sessions were recorded and they're all available for free. at the Bogle Center website. Second, the 2025 conference will be in San Antonio, Texas the weekend of October 17th through the 19th. It's in a wonderful location and it's going to be a fabulous conference.

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