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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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Rebecca Macieira-Kaufmann, Founder of RMK Group and Author of FitCEO, Interviewed on the Influential Entrepreneurs Podcast

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Rebecca Macieira-Kaufmann, Founder of RMK Group and Author of FitCEO, Interviewed on the Influential Entrepreneurs Podcast

Published on February 3, 2023

Rebecca Macieira-Kaufmann discusses how to EXCEED your potential personally and professionally. 

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/interview-with-rebecca-macieira-kaufmann-founder-of-rmk-group-and-author-of-fitceo/

Regardless of someone’s current career or life stage, it’s never too late to exceed their potential and live the life they always wanted. The key is knowing where to start and how best to do it.

Rebecca explained: “The first step on this journey is knowing yourself: what are your strengths, weaknesses, values, and goals? Once you have a clear picture of who you want to be in your personal and professional lives, begin developing an action plan outlining the steps you need to take to reach your end goal. This includes short-term goals along with long-term ones. Having specific targets set out will make it easier for you to track progress and stay motivated and evaluate if any course corrections need to happen along the way.”

Finding mentors and networking is also an essential part of the process. Having someone who can provide emotional support, feedback, and guidance, as people make their way through this journey will help keep them on track and give them a much better chance of success.

Finally, it’s important to remember that personal growth doesn’t happen overnight and requires persistent effort over time to yield results. People need to spend some time each day reflecting on how far they have come; when things don’t go the way they want, they should take a step back, learn from the mistakes made, and move forward again with renewed enthusiasm!

Exceeding potential is possible – all it takes is dedication and hard work!

About Rebecca Macieira-Kaufmann

Rebecca is a seasoned CEO and veteran Fortune 50 Global Executive. She draws on deep expertise in the financial services industry and has a demonstrated track record of leading highly successful business turnarounds, scaling new businesses, and expanding operations globally. In June 2020, Rebecca founded RMK Group, LLC, an advisory and consulting service focused on fintech, digital currency, and payment systems. She is a frequently sought-after speaker on leadership and business transformation, life and work integration, culture change, and building high-performing teams. She recently wrote a book, FitCEO: Be the Leader of Your Life, about achieving holistic health—at work, home, and play.

Learn more:  https://rmkgroupllc.com/  or https://fitceobook.com/

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Yorkshire Pair Finish Snow Sculpture In Record Time For Arctic Competition

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Yorkshire Pair Finish Snow Sculpture In Record Time For Arctic Competition

Published on February 3, 2023

Two Yorkshire men have been competing with artists from all over the world in their second snow sculpture competition this month, completing their creation in record time.

Fitness coach Martin Sharp, from York, and tree surgeon Justin Scott, from Driffield, were pitted against sculptors from Spain, Sweden, Taiwan, France and the United States in the Kiruna International Snow Sculpture Competition 2023. The pair completed their sculpture, known as Figurative Animate X Three, in just two days, which was the new record for the event, which is held 140km north of the Arctic Circle in Swedish Lapland.

The creation – an abstract human figure with three sides – was the second snow sculpture created by the team in January. They had already competed in Shapes in White, an international snow sculpture competition in Austria, where their snow boat called Unsinkable 2 was awarded ninth place.

Martin, who runs the fitness and lifestyle coaching business Sharp Fit For Life, said it was the first time they had entered the Kiruna contest and the experience had been completely different.

The 45-year-old said: “In Austria, we were working on top of a mountain at high altitudes, whereas here we were sculpting in a city with everyday life going on around us. As it was lower altitude, we didn’t get tired as quickly so it felt easier and we were delighted to be the first to finish our sculpture in just two days.

“It took us about 15 or 16 hours in total – the snow was very soft, which meant we could pile through it quickly but the finish wasn’t as crisp as we’d hoped. There has also been a great sense of camaraderie between the sculptors with people sharing ideas and borrowing tools.

“The thing we have really enjoyed is that lots of people have been coming to watch the sculptures take form, including lots of children. There have been school parties coming to take a look and have a go at creating their own smaller snow sculptures and high school students worked with two sculptors to create a play park made out of snow.”

Although the pair weren’t named as the winner or runner-up, they were proud of their efforts and celebrated finishing with some traditional Lapland activities including dog sledding, a skidoo ride and a visit to an ice hotel.

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Sarah Stockham, Founder and Owner of Reiki Claremont, Announces the Release of Continuing Education Reiki Classes for Dentists Practicing in America

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Sarah Stockham, Founder and Owner of Reiki Claremont, Announces the Release of Continuing Education Reiki Classes for Dentists Practicing in America

Published on February 2, 2023

Sarah Stockham is the founder and owner of Reiki Claremont, a language of self-care, where she teaches all levels of the Affective Reiki Method and leads personalized Reiki sessions supporting peace filled mind by design.

Sarah Stockham announces that Continuing Education through CE Approved, which is an approved AGD PACE Provider, is now available through her healing center, Reiki Claremont, based in Claremont, CA.

According to Sarah, Reiki Claremont is offering approved Continuing Education through Affective Reiki Method’s Level 1 & 2 course. This course is designed to help dentists in America further their education in the field of Reiki. The course is made up of three live Zoom sessions, each one 3 hours and 20 minutes, for a total of 10 hours of instruction, practice, and time to ask questions.

“Additionally, students will receive a pre-recorded option that includes a library of ‘how to’ videos allowing students to have the tools they need to practice Reiki in either person or through distance,” Sarah stated.

She continued, “Reiki, as described by the National Center for Complementary and Alternative Medicine, is an energy-based healing practice that uses light touch and intentional energy transfer to facilitate the body’s natural ability to heal itself. It has been used for centuries to help those suffering from physical, mental and emotional issues.”

Reiki is effectively used to increase a sense of calm and reduce anxiety in hospitals across America, like the internationally renowned hospital in Pasadena California.

With over a decade of teaching Reiki to medical doctors, coaches, PhDs, psychologists and college students, Sarah Stockham of Reiki Claremont, believes that students can apply the same techniques in their business or personal lives.

“I feel like a spiritual sommelier; pairing the flavors of best healing practices with what life puts on your plate,” Stockham shared.

Traditional Reiki lineages use four levels, each with their own training and attunements. Through her upcoming Affective Reiki Method Level 1 & 2 courses, she is offering an opportunity to delve deeper into the practice. The Affective Reiki Method courses are broken down into Levels 1 & 2.

  • Reiki Level One teaches the basics of noninvasive hand positions for a “hands on” Reiki treatment.
  • Reiki Level Two covers how to send Reiki to someone who is not in the room and is commonly called “Distance Reiki”.

Participants have the chance to not only learn the fundamentals of both “in person Reiki” & “distance Reiki” but also best practices.

“Affective Reiki Method courses are built on the idea we can learn and apply techniques to support a peace filled mind by design,” Sarah affirmed.

The course is available from 5PM to 8:20 PM PT/ 8PM to 11:20 PM ET on:

  • February 27th, 2023
  • March 6th, 2023
  • March 13th, 2023

Once completed, participants are eligible to receive C.E credits from CE Approved which is an approved AGD PACE Provider.

All those interested in learning more about Reiki methods should sign up now and receive an email with the Zoom link for the Affective Reiki Method course.

Upon successfully completing the Affective Reiki Method Level 1 and 2 course, which will include sending Reiki Claremont an email with how the student want their name printed on the certificate, they can request continuing education credits that come from CE Approved which is an approved AGD PACE Provider.

For over a decade Sarah Stockham has been teaching Reiki and applying it in her own life. She knows how powerful it can be and wants to share her knowledge with others. With the upcoming Affective Reiki Method Level 1 & 2 courses she hopes to inspire others to take this chance to deepen their understanding of the practice and discover its potential benefits.

“Savor being present by accessing the five senses.  Be willing to ‘walk on’,” Sarah concluded.

About Reiki Claremont and Sarah Stockham

Reiki Claremont is a reiki healing center based in Claremont, CA. It specializes in traditional reiki lineages and offer classes on Level 1 & 2 of the Affective Reiki Method. It strives to create a supportive safe space for individuals to learn reiki and experience its healing benefits.

Sarah started her Reiki healing journey following the financial downturn of 2008. Personally, facing serious medical and financial challenges, she learned her father was diagnosed with terminal cancer. Following a 15-minute Reiki session, she experienced the best night of sleep in 4 years.  Curious and intrigued to learn more about her Reiki experience, Sarah studied with multiple teachers. As Sarah shared this gift, Reiki had the same effect on others. Teaching Reiki is Sarah’s passion as Reiki is a foundational healing modality.

To register for the Affective Reiki Method Level 1 & 2 visit: https://courses.reikiclaremont.com/CEApproved4AGD-ARM1-2

For more information about Reiki Claremont, visit: www.reikiclaremont.com

Connect with Sarah Stockham on Social Media:
https://instagram.com/sarahstockham
https://youtube.com/@SarahStockham 

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