The Anderson Files

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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.

  1. JAN 6

    SPECIAL EDITION: Featuring Author Georgia Jeffries

    On this Special Edition of The Anderson Files, Mike’s guest is Georgia Jeffries, author of the recently released historical fiction novel, The Younger Girl, a true crime story of family betrayal, inheritance theft, and multi-generational trauma. Listen to the author as she takes us through what inspired the novel and the many paths she pursued to bring us this gripping story based on events from her own family history.

    25 min

  2. 2025-11-03

    Innovative Social Media Branding and Marketing Solutions

    Mike’s guest today is Robert Steele, CEO of Thumzup Media Corporation. Mr. Steele has more than twenty-five years experience as a technology entrepreneur. He has been CEO or President of three different technology companies in the Mobile, Software as a Service (SaaS), Cyber Security, and Fortune 500 IT Services software spaces.

    28 min

  3. 2025-06-08

    Raising Giants

    Mike chats with Lee Schwartz, a retired Los Angeles finance professional who recently published Raising Giants. This is Lee’s account of his incredible, extraordinary journey with his two outstanding sons, who blended exceptional athletic ability, mutant size, and top-drawer intelligence to succeed on the gridiron as well as on this earth as remarkable human beings. Lee shares the highs, lows, thrills, and gotchas of college football and the NFL. And, yes, the NFL really is a business.

    26 min

  4. 2025-05-21

    Tim Gaspar – Candidate for Los Angeles City Council District 3

    As the Los Angeles City Council race ramps up, Mike chats with Tim Gaspar, a candidate for the District 3 seat that encompasses Woodland Hills, Tarzana, Reseda, Winnetka, and Canoga Park. Listen in and learn about Tim’s positions on the critical issues facing the Western San Fernando Valley and how he looks to solve them.

    27 min

  5. 2025-05-10

    Liquid Leaders Equity Strategy – Exploring a Quant-Based Investment Strategy

    Guest Derek Elphick, CFA, sits down with Mike to discuss the Liquid Leaders Equity Strategy. Developed over several years and launched as a fund in January 2024, this is a quant-based, machine learning investment strategy focused on 25 selected stocks. Listen and learn about this compelling strategy.

    26 min

  6. 2024-07-22

    Company Retirement Plans: Rules, Risks and How Plans are Protected

    Mike chats with colleagues Meredith Sesser and Bill Holden on the rules, risks and protections in offering a company retirement plan to employees. Run a company retirement plan well and it becomes a highly effective way for employees to save for retirement. If you don’t run it well, you can violate retirement plan rules and regulations that can become a real problem for the company, trustees, fiduciaries and employees. Listen in and learn from top professionals Meredith Sesser and Bill Holden.

    27 min

  7. 2024-06-22

    Crossing the Chasm

    In this episode of The Anderson Files, Mike sits down with business strategist and technology advisor Peter Moore. Peter shares his expertise with his 9-step ‘Crossing the Chasm’ game plan for working with early-stage leadership teams to create focused and disciplined go-to-market playbooks. His strategies lead to success from a new company’s beginnings to its ascent into the mainstream market.

    29 min

  8. 2023-09-29

    What is a Probate Proceeding, Why it is Bad, and How to Avoid it

    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.

    25 min
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About

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.

Information

  • Creator
    PodClips
  • Years Active
    2020 - 2026
  • Episodes
    63
  • Rating
    Clean
  • Copyright
    © 2024 PodClips
  • Show Website
    The Anderson Files