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Ways to Avoid Probate On Your Assets – Ep26

by: Annette Bau, CFP®

Ways To Avoid Probate On Your Assets

You have spent time and effort creating a wonderful estate plan. But because you didn't update your assets' title and beneficiary … [Read more...] about Ways to Avoid Probate On Your Assets – Ep26

How to Avoid Emotional Investing

by: Annette Bau, CFP®

How to Avoid Emotional Investing

Introduction to Emotional Investing and How It Impacts Your Financial Future Investing can be a powerful tool for building wealth and … [Read more...] about How to Avoid Emotional Investing

Understanding Bank Fraud and How to Prevent It

by: Annette Bau, CFP®

Understanding Bank Fraud And How To Prevent It

Understanding Bank Fraud Bank fraud is a pervasive and evolving threat that can have devastating consequences for individuals and financial … [Read more...] about Understanding Bank Fraud and How to Prevent It

6 Retirement Planning Mistakes You Need to Avoid – Ep24

by: Annette Bau, CFP®

6 Retirement Planning Mistakes You Need to Avoid

Nothing is worse than realizing you haven’t saved enough money for retirement. If you’re not convinced, I have a fun exercise to prove my … [Read more...] about 6 Retirement Planning Mistakes You Need to Avoid – Ep24

Financial Advice – What You Need to Know

by: Annette Bau, CFP®

Financial Advice - What You Need To Know

Financial stability is the cornerstone of a secure and fulfilling life. Whether you are just starting your journey or want to improve … [Read more...] about Financial Advice – What You Need to Know

Money Numbers You Need To Know

by: Annette Bau, CFP®

Money Numbers You Need To Know

Updated September 8th, 2023 To achieve financial freedom and stability, you need to know a few critical money numbers. If you search … [Read more...] about Money Numbers You Need To Know

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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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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.

 

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