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/
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Episode #64 – Boomers Moving In With Kids – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf - May 15, 2024
- Interview with Michael Opp Founder of Opp Financial – Their Unique Approach to Portfolio Diversification - May 15, 2024
- Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing Their More Money for You Program - May 14, 2024