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Bogleheads® on Investing Podcast 079_ Mike Piper_ CPA_ After the Death of a Spouse_ host Rick Ferri

The Growth Mindset Podcast · 18 октября 2026 г. · 57 мин

Bogleheads® on Investing Podcast 079 – Mike Piper, CPA: After the Death of a Spouse | Host Rick FerriIn this episode of the Bogleheads® on Investing Podcast, host Rick Ferri welcomes Mike Piper, CPA, to discuss important financial considerations following the death of a spouse. The conversation explores the financial decisions that surviving spouses may face during a difficult life transition, including organizing financial affairs, understanding tax responsibilities, and managing investments.Listeners can learn about the importance of reviewing financial accounts, understanding retirement income, evaluating estate-related matters, and making informed decisions about long-term financial security. The discussion offers practical perspectives for individuals preparing for the future and families seeking to understand the financial aspects of losing a loved one.This episode is a valuable resource for listeners interested in personal finance, retirement planning, estate planning, and the Bogleheads philosophy of thoughtful, low-cost, long-term investing.Tags: #Bogleheads #RickFerri #MikePiper #PersonalFinance #FinancialPlanning #EstatePlanning #RetirementPlanning #TaxPlanning #Investing #IndexInvesting #LongTermInvesting #FinancialSecurity #SurvivingSpouse #MoneyManagement #RetirementIncome #CPA #WealthManagement #BogleheadsPodcast #InvestmentEducation #Spreaker

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Bogleheads® on Investing Podcast 079_ Mike Piper_ CPA_ After the Death of a Spouse_ host Rick Ferri — Кассета