As the Safe Money Coach I have been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. I grew up in Massachusetts where I attained two Associate degrees in Business Marketing and Business Management. I currently live in Montgomery County, Maryland with my two daughters ages 11 and 17. I currently specialize in Optimal Income Strategies, that assures my clients pay less in income taxes while providing a Guaranteed Income streams for Life. My Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. I am a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).

Learn More: https://wealthywayfinancial.com/

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• Recent Episodes

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 Jon Randall, Founder of XFA.COACH - February 5, 2026
• Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services Discussing IRS and Insurance - February 5, 2026
• Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services Discussing The Hybrid Approach to Tax-Free Retirement - February 5, 2026