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Patrick Anderson, President of Unifirst Financial & Tax Consultants, Interviewed on the Influential Entrepreneurs Podcast

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Patrick Anderson, President of Unifirst Financial & Tax Consultants, Interviewed on the Influential Entrepreneurs Podcast

Published on December 22, 2022

Patrick Anderson discusses how tax planning impacts retirement income planning.

Listen to the interview on the Business Innovators Radio Network: 

https://businessinnovatorsradio.com/interview-with-patrick-anderson-president-of-unifirst-financial-tax-consultants/

Patrick explained: “When it comes to tax planning for retirement income, one of the most important factors to consider is how taxes will impact the overall retirement plan. Taxes can significantly affect the amount of money someone has available for retirement and how long those funds will last. Depending on the type of investments a person makes, and when they start withdrawing from them, taxes could significantly reduce the overall net worth. It’s important to understand how different investment types are taxed when they should be, and which ones offer beneficial tax treatments so people can maximize their retirement savings while minimizing taxes.”

As someone plans for retirement, it’s essential to consider the tax implications of all their investment and withdrawal strategies. A qualified financial advisor can help understand the tax implications of various retirement options and develop a comprehensive strategy that helps minimize taxes in retirement while helping people reach their goals. Additionally, strategic decisions on when to take Social Security benefits or withdraw money from 401(k) plans can help minimize the tax burden in retirement.

In summary, when it comes to tax planning and retirement income, careful consideration must be given so that taxes do not reduce the overall net worth or consume more funds than necessary. Working with a financial professional can help ensure that a person takes advantage of any beneficial tax treatments available and creates a customized plan that meets their individual needs. Ultimately, this will enable people to maximize their savings and keep taxes in check as much as possible throughout their retirement plan.

By following these strategies, people can be sure they’re in the best possible position for a comfortable and secure retirement.

About Patrick Anderson

Patrick has more than fifteen years of strategic experience in the financial, insurance, and the tax industry.

As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning, serving the needs of American Families.

A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his clients belong to the Asian-American Communities where he came from. He made it his advocacy to be a financial educator to them as well as a resource specialist to the general public. This led him to establish the COFFEE Group, a non-profit organization, which stands for Creating Opportunities For Financial Education Empowerment. He carries a bachelor’s degree in General Education & Military Science from Asia’s premier defense institute and Certificate of Graduation in US Taxation. He has earned his designation as Certified Financial Education Professional as well as Certified College Plan Advisor. Annually, he gains Continuing Professional Education credits from various financial institutions to keep his clients updated on their taxes.

Serving affluent families and high-net-worth business owners, he partnered with Redwood Tax Specialists (RTS) Group. RTS is a national elite team of professional experts composed of CPAs, Tax & ERISA Attorneys, Certified Financial Planners, Qualified Pension Administrators, Chartered Financial Consultants & Life Underwriters, Actuaries & Third-Party Administrators. Together, they provide an excellent way of significantly reducing taxes, building a retirement income for life, and creating a legacy for the next generations.

Learn More: https://unifirstfinancialandtax.com/

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Corinna Fieger, Broker Associate with Colorado Home Realty, Interviewed on the Elite Real Estate Leaders Podcast

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Corinna Fieger, Broker Associate with Colorado Home Realty, Interviewed on the Elite Real Estate Leaders Podcast

Published on December 7, 2023

Corinna Fieger discusses constantly learning and sharing in the Real Estate industry. 

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-corina-fieger-broker-associate-with-colorado-home-realty/ 

In this episode, Corinna emphasizes the significance of staying updated with knowledge and market trends to effectively educate prospects and clients. She highlights her brokerage’s excellent practice of providing weekly emails with market updates and numbers, which helps them stay informed about the current state of the market. Additionally, Corinna personally takes classes and actively pursues learning opportunities to expand her knowledge. She recently attended a class on how methamphetamine is impacting the homes she sells, which provided her with valuable information she wouldn’t have known otherwise. By staying up to date with knowledge and market trends, Corinna can better educate her clients and assist them in making informed decisions.

Corinna acknowledges that the real estate industry is constantly evolving, and to educate prospects and clients effectively, it is crucial to stay up to date with knowledge and market trends. The guest commends her brokerage for sending out weekly emails with market updates and numbers, which greatly aids in staying informed about the current state of the market.

Corinna also highlights the importance of building strong relationships with clients and going above and beyond in service as key factors in becoming a successful realtor. She mentions that at her brokerage, exceeding expectations is the norm for everyone. She provides examples of how she goes the extra mile for her clients, such as cleaning houses, disposing of items, painting, and performing yard work. By taking these additional steps, she believes she can provide a higher level of service and foster stronger relationships with her clients.

The guest also emphasizes that she views her clients not only as clients but also as friends and colleagues. She makes an effort to meet for coffee or lunch and even celebrate significant milestones like the birth of her clients’ babies. She underscores that the real estate process is not merely a transaction but an opportunity to build lasting relationships with her clients.

Corinna said: “We are a full-service brokerage. Everyone I work with there just goes above and beyond what you would typically think a realtor should do. I mean, I’ve cleaned houses. I’ve taken stuff to the dump. I’ve had colleagues who have painted and done yard work for their clients. I think we just take it one step above. And then I feel like, well, now those people are my friends, too, and colleagues, and I go out to coffee with them and to lunch, and I celebrate the births of their babies. You build a relationship, which is super exciting. It’s just not a transaction. You’re building a relationship.”

 

About Corinna Fieger

A natural teacher and facilitator, Corinna is happiest when helping others. She has a Bachelor of Arts degree in Elementary Education and was an elementary teacher for about 20 years. Perhaps that explains her unusual amount of patience! She loves helping her buyers find the perfect home and will search for and show as many as it takes to get there.

When it comes to sellers, she is a go-the-extra-mile kind of gal. Whatever is needed, Corinna doesn’t hesitate to dive in and help. She has been known to mop floors, clean out storage units, and even maneuver through a dirt crawl space to check out a water heater! While initially, she may seem reserved, as you get to know her, you’ll see her outgoing nature, as well as her creativity and kindness. She would tell you that being kind is one of the best things you can be! Inspired by honest and hardworking people who tend to see the bright side of most situations, Corinna wants to create a positive experience and help as many people as possible achieve their goals of homeownership.

A self-described homebody, Corinna appreciates more than most the importance of feeling comfortable and secure at home. She wants every client she works with to feel the same and to be educated and confident in their real estate decisions. When she’s not rolling up her sleeves to create a world-class experience for her clients, you will likely find Corinna at one of her kids’ sporting events including soccer, volleyball, track, and basketball. Her household also enthusiastically supports all Colorado sports teams! When time allows, she loves hiking with her family, watching movies, playing games, walking the dog, or getting lost in some good historical fiction. Her creative outlets include organizing events, painting, interior design, baking, and cooking. She hopes to travel to all seven continents in her lifetime. She’s well on her way, having visited four: North and South America, Europe, and Australia. In the meantime, she and her family take lots of road trips around the US including her home state of Wyoming and the Black Hills of South Dakota where she has family roots. What is Corinna most proud of? Her kids. They are growing into kind, smart, creative people. Words Corinna lives by: If you don’t start, you won’t arrive. Take a deep breath, continue on, and persevere!

Learn more:
https://corinnafieger.coloradohomerealty.com/

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Michelle Hill, Relationship Deception Recovery Mentor And Award-Winning Author, Sweeps Several Bestseller Lists With The Heart Swindler

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Michelle Hill, Relationship Deception Recovery Mentor And Award-Winning Author, Sweeps Several Bestseller Lists With The Heart Swindler

Published on December 7, 2023

Michelle Hill’s new book, The Heart Swindler, swept 6 Amazon bestseller lists at its debut on November 16, 2023, as survivors of romance scams and narcissistic abuse share solutions for healing and wholeness amid the pain of relationship deception.

Michelle Hill‘s new release, The Heart Swindler, Reclaim Your Heart and Stop Falling for Liars, Losers, and Lunatics hit #1 in categories of Christian Dating & Relationships and Dating, Relationships & Spirituality, and #2 in Women’s Inspirational Spirituality. The book also took top billing in seven New Release lists at its debut on November 16th.

The Heart Swindler is primarily geared toward newly divorced, newly widowed midlife women who are most vulnerable to relationship deception, whether narcissistic abuse, romance scams, or future fakers. Of course, relationship deception happens to women of all ages but predators prey most often on educated, vulnerable women.

The book highlights the real-life survival stories of several women who were once caught in the web of romance scammers and narcissistic abusers but who have found healing and the boldness to reclaim their heart and walk in their intrinsic worth. With raw vulnerability, women share their journeys in and out of the treacherous terrain of love. The Heroic Heartbeat Lessons at the end of each chapter detail what each woman learned from her experience and includes clear directives on what to look out for. Readers benefit from two book bonuses that provide additional educational resources for romantic fraud and practical, self-care strategies that women can implement to reclaim their hearts.

Hill never suspected that her personal experiences with romantic deception would be on stage for all the world to see. Having survived not one but two romantic deceptions; one many years ago for money and one more recently for emotional manipulation, Hill knows the heartache of being verbally and emotionally duped by a romantic betrayer. She understands the personality qualities scammers look for and what “red flag” traits women need to be aware of when they meet someone new. Most of all, the book helps women heal as they learn how to recreate their life after relationship deception.

Hill wants women to know they can reclaim their heart while finding healing and wholeness and she encourages them to walk in their intrinsic worth. Hill tells women, “Let’s link arms as we reclaim strength, renew trust, and embrace love in the wake of romantic heartache.”

In response to the success of the book at its debut, Hill shared, “I’m overwhelmed that so many bought this book because I believe that women will relate to and receive help from the stories and personal lessons. My passion is to guide women through the initial emotional trauma and then offer personal, private support to help them navigate their own healing journey.”

Praise for The Heart Swindler

Women across the country are praising The Heart Swindler for its focus on real-life stories from survivors of relationship deception. Cautionary tales with victorious outcomes are woven deeply into the fabric of the book and Michelle’s 10 Red Flags You Absolutely, Positively Must Watch Out For is a helpful guide for women of any age. The Heroic Heartbeat Lessons at the end of each chapter contain battle-tested wisdom anyone can implement.

“Love—we all want it, most would do anything for it, some have lost everything in pursuit of it. Michelle’s short but profoundly necessary book is an invitation to learning how to navigate love in a modern world where social media platforms have replaced the traditional meet-in-person dynamic. This book offers us hope in having love without paying with our hearts, bank accounts, mental health, and self-esteem. A great gift to women everywhere!”

Hajah Kandeh, Founder, Do Tell Foundation, Author, Daughter of a Thousand Stars

“The Heart Swindler is a unique, wonderfully written book full of authenticity. I found these pages to offer awareness and support, helping women to gain knowledge on their journey to wholeness while learning how to reclaim their heart and trust again.”

Cindy W.

“The stories are relatable and more common than I could have imagined. I couldn’t put it down. The advice is priceless and right on point!”

Stacey Miner, Actress

Where to Find the Book

The Heart Swindler: Reclaim Your Heart and Stop Falling for Liars, Losers, and Lunatics is now available in paperback and eBook versions on Amazon.

About the Author

Michelle Hill is a Relationship Deception Recovery Mentor specializing in helping women reach healing and wholeness after relationship deception. She is also a Book & Publishing Consultant and the author of 5 books, including Bathroom Prayers – Inspiring Thoughts While You’re on the Pot, From Pen to Published, two bestselling, multiple award-winning children’s books, Gizelle’s Silly Soggy Day and Gizelle’s Whimsical Wintery Day, and The Heart Swindler. Michelle is a 6-time moderator for the Carolina Book & Writer Conference. To learn more about Michelle’s work with women, visit HeartSwindler.com.

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Barak Granot Celebrated for Marketing Prowess with “Excellence in Modern Marketing Solutions” Award at Prestigious IAOTP Gala

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Barak Granot Celebrated for Marketing Prowess with “Excellence in Modern Marketing Solutions” Award at Prestigious IAOTP Gala

Published on December 7, 2023

At the IAOTP’s annual gala at the Plaza Hotel, NYC, Barak Granot was honored for his exceptional contributions to modern marketing, solidifying his reputation as a leading marketing strategist.

Barak Granot, renowned marketing strategist, entrepreneur, and authoritative consultant in the publishing realm, was recently recognized with the coveted “Excellence in Modern Marketing Solutions” award by the International Association of Top Professionals (IAOTP) at their annual gala. This esteemed event took place within the grandeur of the Plaza Hotel in New York City on December 2, 2023, a venue synonymous with luxury and historical significance.

The accolade is a reflection of Granot’s nearly two-decade-long journey marked by a profound impact on the marketing industry. His inventive strategies and pioneering insights have distinguished him as a luminary in the field, reshaping the way businesses approach marketing in an increasingly competitive marketplace.

Granot’s achievements were cast into the spotlight on a grand scale leading up to the gala, with a feature on the NASDAQ billboard in Times Square and a presentation at the esteemed Harvard Club of New York. These prestigious recognitions serve as milestones that underscore the breadth of his influence and expertise.

During the gala, Granot shared his thoughts, “The distinction bestowed upon me at such an illustrious venue is not only a personal honor but a celebration of the innovative spirit that drives modern marketing forward. It is a privilege to be among such esteemed peers, all of whom are shaping the future of our professional landscapes.”

Granot’s award was a focal point of the IAOTP’s gala, an event that annually gathers the crème de la crème of various industries to honor the extraordinary, those who pave the way with ingenuity and strategic foresight. The IAOTP, renowned for its exclusive membership and rigorous selection process, serves as an incubator for leadership and progress.

Stephanie Cirami, President of the IAOTP, praised Granot’s visionary approach: “Barak Granot has consistently demonstrated a caliber of expertise and innovation that sets him apart. His forward-thinking methodologies and relentless pursuit of marketing excellence are what led to his selection for this prestigious award.”

Granot’s seminal work extends beyond his consulting practice. As the driving force behind Metrix Promotions LLC and Blue Ocean Publishing Group, he has played a pivotal role in developing marketing strategies that transcend traditional boundaries, offering his clients a competitive edge in a saturated market.

With this latest accolade, Granot continues to solidify his standing as an architect of success in the marketing arena, wielding his expertise to navigate and dominate the complexities of modern consumer engagement.

For further insights into Barak Granot’s marketing philosophy and to explore his significant contributions to the industry, visit www.barakgranot.com. To understand more about the International Association of Top Professionals and their commitment to fostering excellence, please visit www.iaotp.com.

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