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.
Bill says: “At Wealth Pilots we believe your Retirement Plan should include a Flight Plan for all possible conditions. This stands for Future, Lifetime, Increasing Income, Growth, Hedging and Taxes.”
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Paul Seglund with Pacific Coast Wealth Builders - December 8, 2023
- Kim Magdalein w/Magdalein Financial -How Social Security Planners of America Helps Advisors Mitigate Taxes in Retirement for their clients - December 3, 2023
- Interview with Tim Tacl Co-Founder / Sr. Loan Officer at DNVR Lending - November 30, 2023