LISTEN TO THE LATEST PODCAST EPISODE: Helping Aging Parents Without Hurting Your Financial Future – Ep172

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Should I Purchase Pet Insurance?

by: Annette Bau, CFP®

Should I Purchase Pet Insurance?

If you’re like many of my clients, your pet isn’t “just an animal”; they’re family. As the cost of care for furry friends continues to … [Read more...] about Should I Purchase Pet Insurance?

4 Questions to Ask a Financial Planner – Ep131

by: Annette Bau, CFP®

4 Questions to Ask Your Financial Planner

The right financial planner can be a game-changer in your plan to create a secure financial future you love. One of the best places to start … [Read more...] about 4 Questions to Ask a Financial Planner – Ep131

Hybrid Long Term Care Insurance: What You Need to Know?

by: Annette Bau, CFP®

Hybrid Long Term Care Insurance: What You Need to Know?

One thing I know for sure is that one of the fastest ways to undermine a secure retirement plan is failing to prepare for unexpected … [Read more...] about Hybrid Long Term Care Insurance: What You Need to Know?

Avoiding the Silver Squatters Trap – Ep130

by: Annette Bau, CFP®

Avoiding the Silver Squatters Trap

Imagine waking up to a parent, relative, or friend who refuses to leave your home. Well, for many, it is a painful reality that can wreak … [Read more...] about Avoiding the Silver Squatters Trap – Ep130

When Should I Hire a Financial Planner? – Ep129

by: Annette Bau, CFP®

When Should I Hire a Financial Planner

People often ask me when they should hire a financial planner. The answer depends on each individual. Today, we discuss the considerations … [Read more...] about When Should I Hire a Financial Planner? – Ep129

What to Do If You’re Sued or Fired Before Retirement or After – Ep127

by: Annette Bau, CFP®

What to Do If You're Sued or Fired Before Retirement

A lawsuit or job loss can be devastating at any point in your life. Today, we dive into insight on what to do if you get sued or fired … [Read more...] about What to Do If You’re Sued or Fired Before Retirement or After – Ep127

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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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