I started in Retirement Preservation Planning 22 years ago as the Tech Bubble started moving towards a meltdown and I saw Wall Street throwing out all the fundamentals and taking too much risk with people’s nest eggs. I am a second-generation financial manager as my Father was the Regional Director of the Nation’s largest Brokerage firm. I saw an alarming lack of expertise when it came to transitioning people from the asset accumulation phase to the asset preservation and distribution phase of retirement. At Wealth Pilots we are dedicated to helping clients make the critical decisions necessary to avoid the unnecessary and avoidable risks of
retirement such as longevity risk, market risk, and tax strategies to maximize income.

Learn More: https://www.wealthpilots.net/

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Mike Saunders, MBA

Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals,Adjunct Marketing Professor at several Universities, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.

Recent episodes from Mike Saunders, MBA (see all)

• Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Tax PreparationServices - February 25, 2026
• Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Transition at the firm - February 25, 2026
• Interview with Laura Kelly, Partner with Knoll & Company P.C Discussing Bookkeeping Strategies - February 25, 2026