In this advice focused episode of the Advice-Only podcast, host Sarah Sprague Gerber sits down with Mike Piper whose accolades include prolific author, owner of the popular Oblivious Investor blog, founder of his own advice-only practice, and creator of the Open Social Security calculator. Mike brings his unique perspective as someone who has had the rare opportunity to spend extensive time deeply researching financial planning topics.

Mike specializes in working with clients approaching and in retirement, making him perfectly positioned to discuss two critical topics for this life stage: Estate Planning & Roth Conversions. Enjoy this in-depth conversation about common estate planning mistakes, what to do after a death occurs, and practical first steps if you are just getting started with Estate Planning. Mike also shares Roth IRA conversion strategies including an interesting discussion on why targeting tax brackets for your execution strategy is more important than IRMAA limits.

Whether you're an advisor helping clients navigate these complex decisions or someone approaching retirement yourself, Mike's deep expertise and practical approach provide invaluable guidance for two of the most important financial planning topics.