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

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Affordable Travel: Smart Strategies To Save and Travel

by: Annette Bau, CFP®

Affordable Travel: Smart Strategies To Save and Travel

If you’re like many in our Millionaire Insider® community, you may be dreaming of travel. If so, you want to know how to make it … [Read more...] about Affordable Travel: Smart Strategies To Save and Travel

Financial Coach vs Financial Advisor

by: Annette Bau, CFP®

Divorce Coaching: Navigating The Transition With Support

Today, in "Financial Coach vs Financial Advisor", we will compare the two primary professionals who offer financial advice. When it comes … [Read more...] about Financial Coach vs Financial Advisor

Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

by: Annette Bau, CFP®

Are Annuities a Good Investment for Retirees or Pre-Retirees?

One of the most common questions I get is, "Are annuities a good investment for pre-retirees or retirement and pre-retirees?" Because there … [Read more...] about Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

Real-Life Scams, Financial Fraud, and Detections – Ep123

by: Annette Bau, CFP®

Real Life Scams, Financial Fraud and Detections

From heartbreaking schemes using your children and grandchildren to target you, to Ponzi traps dressed up as investments, and even romance … [Read more...] about Real-Life Scams, Financial Fraud, and Detections – Ep123

5 Steps for Fraud Detection and Resolution – Ep122

by: Annette Bau, CFP®

5 Steps to Fraud Detection

Have you ever received a suspicious email or phone call that made you pause and wonder, "Is this legit?" Well, you’re not alone. Fraud is on … [Read more...] about 5 Steps for Fraud Detection and Resolution – Ep122

Pros and Cons of Downsizing Your Home in Retirement

by: Annette Bau, CFP®

Pros and Cons fo Downsizing Your Home in Retirement

If retirement is coming up in the next five to ten years, you’ve probably asked yourself an important question: “Should I consider … [Read more...] about Pros and Cons of Downsizing Your Home in Retirement

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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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