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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

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All materials and intellectual property are copyrighted by MillionaireSeries.com®.

This information is for educational purposes only. It is not intended to replace any advisor or specialist or provide investment, financial, tax, retirement, planning, or healthcare advice.

By accessing this content, you agree to hold MillionaireSeries.com® and its affiliates harmless for results achieved or not achieved.

To your financially secure life,

Annette

Links Mentioned In This Episode

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  • Retirement Planning Checklist
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About Annette Bau, CFP®

7 Principles of Becoming a Millionaire for Life The 7 Principles of Becoming a Fulfilled and Wealthy Millionaire," contains over 30+ years of research on money, mindset, and success. Click to get the 7 Principles.

About Annette Bau, founder of The Millionaire Insider®
Hi, I'm Annette

I'm a mid-western girl who began investing $25 per month and turned it into a multi-million dollar empire. I love hiking, skiing (not always lovin' it when I'm trying to catch my kids :) ), yoga, matcha tea lattes, and working because I choose to. My commitment? Teach you how to secure a retirement and financially free life you love!
Click to learn more.

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