Episodes

  • Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Tax PreparationServices

    Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Tax PreparationServices
    Feb 25 2026
    With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals.

    Learn more: https://www.knollcpa.com/

    The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-tax-preparationservices
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    16 mins
  • Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Transition at the firm

    Interview with Caitlin Wedgewood, Partner with Knoll & Company P.C Discussing Transition at the firm
    Feb 25 2026
    With over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward CPA licensure, Caitlin is dedicated to providing accurate, timely, and client-focused support to small businesses and individuals.

    Learn more: https://www.knollcpa.com/

    The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-transition-at-the-firm
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    14 mins
  • Interview with Laura Kelly, Partner with Knoll & Company P.C Discussing Bookkeeping Strategies

    Interview with Laura Kelly, Partner with Knoll & Company P.C Discussing Bookkeeping Strategies
    Feb 25 2026
    With over a decade of experience in accounting and bookkeeping, Laura specializes in helping business owners manage and understand their finances. As a partner at Knoll & Company, PC – Next Generation CPA Firm, she focuses on building strong bookkeeping systems that keep businesses organized and positioned for growth. Her goal is to make the numbers clear so owners can confidently move their businesses forward.

    Learn more: https://www.knollcpa.com/

    The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-laura-kelly-partner-with-knoll-company-p-c-discussing-bookkeeping-strategies
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    16 mins
  • Interview with Sariah Bronson, CEO of Silver Pro Solutions

    Interview with Sariah Bronson, CEO of Silver Pro Solutions
    Feb 20 2026
    Sariah Bronson is The Business Efficiency Expert, entrepreneur, and speaker who helps overwhelmed business owners bring clarity, order, and peace to their work and lives. She is the founder of Silver Pro Solutions, where she supports service-based businesses through financial clarity, systems, HR, and operational strategy. Sariah is passionate about helping leaders build businesses that support their lives—not consume them—and lives by her personal philosophy of faith-first, alignment over urgency, and service with impact.

    Learn more: http://silverprosolutions.com/
    www.SariahBronson.com

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-sariah-bronson-ceo-of-silver-pro-solutions
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    17 mins
  • Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes in Retirement

    Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes in Retirement
    Feb 18 2026
    Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.

    At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

    He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

    With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

    When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

    Learn more: http://www.gosbc.net/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement-2
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    20 mins
  • Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services Discussing Managing Risk in Retirement

    Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services Discussing Managing Risk in Retirement
    Feb 18 2026
    Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection.

    Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.

    She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.

    In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).

    Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.

    Learn more: https://aifsgroupbyroma.com/

    Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.


    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-managing-risk-in-retirement
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    19 mins
  • Interview with Wayne Miller and Darren Grunberg with Hale & Associates Discussing Fixed Index Annuities for Union Retirees

    Interview with Wayne Miller and Darren Grunberg with Hale & Associates Discussing Fixed Index Annuities for Union Retirees
    Feb 16 2026
    Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.

    Learn More: https://haleandassociates.net/

    Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents. California insurance number OK13849. Wayne Anthony Miller, II CA LIC# 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-fixed-index-annuities-for-union-retirees
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    19 mins
  • Interview with Wayne Miller and Darren Grunberg with Hale & Associates Discussing Income Retirement Planning

    Interview with Wayne Miller and Darren Grunberg with Hale & Associates Discussing Income Retirement Planning
    Feb 16 2026
    Wayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.

    Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.

    Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.

    Learn More: https://haleandassociates.net/

    Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
    wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.

    Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-income-retirement-planning
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    18 mins