CLICK HERE AND DOWNLOAD THE MILLIONAIRE MINDSET GUIDE

  • Skip to primary navigation
  • Skip to main content
  • Skip to footer

TheMillionaireInsider.com

  • Start Here
  • About
  • Work With Us
  • Podcast
  • Retirement Plan Checklist

3 Secrets to Happy Clients – Ep104

3 Secrets to Happy Clients

by: Annette Bau, CFP®

One of the most essential traits of a life well-lived, if not the most important, is to be fulfilled and joyful. Over the last three decades, I have seen time and again what clients with the happiest lives do differently. Today, I am sharing that research with you.

If you want more happiness, you will love today’s episode.

Wealth Inside and Out® Podcast: “3 Secrets to Happy Clients”

In this episode, you will learn: Retirement Plan Checklist
(2:19) What my clients with the happiest lives prioritize the most (it’s not wealth!)
(7:11) A secret to calm your mind and wind down each day
(11:19) How physical fitness impacts your retirement
(11:58) The power of simplifying your life
(14:35) One secret to help you stop worrying about money
(16:31) The power of guaranteed income in retirement
(21:43) How to structure a financial plan that will work for you

If you have questions or need support, click here:
Support Request

Conclusion — “3 Secrets to Happy Clients”

Creating more happiness requires that you master your mindset and inner game. This entails creating a solid foundation and making choices that align with your mission. It also includes simplifying your life and creating a routine to help you stay on track. And finally, you need a money plan so you can worry less about your finances and spend your time doing more of what you enjoy.

Click here to get your free financial checkup:
8 Ways to Simplify Your Finances with a Financial Checkup

Follow and Subscribe

If you love this content, please open the Apple Podcast on your iPhone. Scroll down to the bottom, click follow, leave us a 5-star review, and share a comment. We really appreciate it.

Disclosure

TheMillionaireInsider.com® copyrights all materials and intellectual property.

This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.

Always consult with a qualified professional before making any financial decisions or changes.

To your financially secure life,

Annette

Links Mentioned In This Episode

  • Residual Income Guide
  • Retirement Planning Checklist
  • Ask a Question
  • Free Financial Checkup
  • Request Support from Our Team
  • ERS Disclosure

Let's Stay Connected

  • LinkedIn
  • Instagram
  • Facebook

About Annette Bau, CFP®

Support

Ask a Question
If you have a question or need support, click here.

The 7 Millionaire Principles:
More Wealth, Success, and Fulfillment.

Click here and save 15%.
The Millionaire Insider® logo

Create a richer and more fulfilling life with The Formula Guide and other resources.


 

We respect your privacy and
do not share your information.

Free Resources

  • Podcast
  • Blog
  • Channel

Estate & Retirement Strategies, LLC (“ERS”) is a state-registered investment advisor located in Arizona and conducts business where properly licensed.  Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

ERS provides comprehensive financial planning, insurance, and investment management services. Investing involves risk and is not guaranteed. Before investing, you should consult a qualified financial advisor. ERS is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics, including information from third-party sources. Information provided is for educational purposes only and is not an offer or solicitation for the sale or purchase of any security or investment advisory services.

 

Copyright © 2000 - 2025   TheMillionaireInsider.com ®

Privacy Policy  Terms Of Use  Legal Disclaimer   Income Disclaimer