The Anderson Files: Recent Episodes
PodClips
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.
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.
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.
In this episode, joining Mike is guest Daniel Feiman, author of THE Book on Succession Planning. Daniel Feiman, MBA, CMC, is the founder and managing director of Build It Backwards, a consulting and training firm based in Redondo Beach, CA. This is the fourth book in the Build It Backwards series. Listen and learn as Daniel gives us a taste of the secrets, mistakes to avoid, and game-changers to effective company succession planning.
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.
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.
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.
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.
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.
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.
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.
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!
In this episode, Mike chats with Kevin Palm, a leading retirement plan actuary with over 35 years of experience in cash balance and defined benefit plan design and consulting. Kevin walks us through the rainbow of retirement plan options, from entry-level basics to the pinnacle in highly-advanced designs. Business owners, executives, finance and human resources specialists, listen in as Kevin guides you down the retirement plan path.
Guest Host Mark Alyn queries Mike Anderson on the economy, the markets, inflation, interest rates, the Federal Reserve, and company earnings. Tune in and listen to what’s happening currently in US finance.
Mike wishes everyone a wonderful 2023! And to celebrate this year, Mike’s guest is friend and colleague Steve Altmayer. He is currently the longest-serving active driver with the Tournament of Roses Parade, starting at age 13. Listen now as Steve shares the joys and challenges he has encountered during his incredible 50-year journey of driving floral masterpieces that have been seen by millions of people all over the world.