• The Anderson Files

  • By: PodClips
  • Podcast
The Anderson Files cover art

The Anderson Files

By: PodClips
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  • Summary

  • As a nationally known investment advisor and licensed fiduciary, Mike Anderson has a passion to share his expertise to help people navigate the ever-changing financial path to and through retirement.
    © 2024 PodClips
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Episodes
  • What is a Probate Proceeding, Why it is Bad, and How to Avoid it

    What is a Probate Proceeding, Why it is Bad, and How to Avoid it
    Sep 29 2023
    Mike chats with estate planning and trust attorney David Schneider on the downside of a probate proceeding and how to successfully avoid a probate proceeding altogether. Glean the awareness you need to manage an estate and trust to be of the greatest security and benefit for you and your family.
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    25 mins
  • Real Estate Today: The Southern California Market

    Real Estate Today: The Southern California Market
    Sep 29 2023
    Your host, Mike Anderson, chats with Chloe de Verrier, a leading Los Angeles realtor, on the dynamics and state of the Southern California real estate market. Working with seasoned clients and first-time home buyers, Chloe successfully navigates real estate deals enhanced by her social media acumen. Listen in and discover the keys to this vibrant residential property market.
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    30 mins
  • SECURE ACT 2.0 New Laws and Many Changes to Retirement Plan and IRA Rules

    SECURE ACT 2.0 New Laws and Many Changes to Retirement Plan and IRA Rules
    Sep 29 2023
    Mike speaks with Los Angeles ERISA/pension attorney Meredith Sesser on SECURE ACT 2.0, which became law at the end of 2022. This large, complex piece of federal retirement legislation, designed to make it easier for employers to offer and manage plans and encourage Americans to save more, will have a broad and deep impact on millions of employees saving for retirement. With Americans living longer, saving to finance those golden years is more important than ever. Learn what it is all about as Meredith walks us through SECURE ACT 2.0!
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    28 mins
Leadership Management Economics Personal Finance
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