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4 Steps to Managing Sudden Wealth – Ep46

by: Annette Bau, CFP®

5 Steps to Managing Sudden Wealth

Think about how sudden wealth occurs - one day, your life is good, and the next day, you are wealthy. In an instant, your life changes … [Read more...] about 4 Steps to Managing Sudden Wealth – Ep46

Financial Confidence and a Secure Financial Future – Ep45

by: Annette Bau, CFP®

Financial Confidence: Why It is So Important

Financial confidence plays a crucial role in making wise and informed money decisions. A 2023 NerdWallet survey revealed that … [Read more...] about Financial Confidence and a Secure Financial Future – Ep45

3 Steps to Manage Anxiety About Money – Ep44

by: Annette Bau, CFP®

3 Steps to Manage Anxiety About Money

Money anxiety is also called financial anxiety. Financial stress is one of the primary sources of anxiety. As the cost of living continues … [Read more...] about 3 Steps to Manage Anxiety About Money – Ep44

How to Choose a Financial Advisor – Ep43

by: Annette Bau, CFP®

How to Choose a Financial Advisor

Is your financial situation complex? For example: Do you own multiple investments? Will you need to update your estate plan? Do … [Read more...] about How to Choose a Financial Advisor – Ep43

How to Find Unclaimed Money – Ep42

by: Annette Bau, CFP®

How To Find Money – Unclaimed And Forgotten

If you have ever dreamed of finding money, you will love today's episode! SmartAsset reports that there is over $49 billion in unclaimed … [Read more...] about How to Find Unclaimed Money – Ep42

What is a Financial Coach, and Do You Need One?

by: Annette Bau, CFP®

What is a financial coach?

What is a Financial Coach? Let's start What is a Financial Coach? by reviewing the different types of professionals who offer money advice. … [Read more...] about What is a Financial Coach, and Do You Need One?

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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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