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How to Avoid Running Out of Money in Retirement – Ep41

by: Annette Bau, CFP®

How to Avoid Running Out of Money in Retirement

The fear of outliving your money is terrifying. The Millionaire Insider’s® Women and Money Study showed that the most common fear was … [Read more...] about How to Avoid Running Out of Money in Retirement – Ep41

How Much Money Do You Need to Retire Comfortably?

by: Annette Bau, CFP®

Retirement is one of the most significant milestones in your life. Some people eagerly anticipate it, and others pretend it doesn't … [Read more...] about How Much Money Do You Need to Retire Comfortably?

Financial Anxiety: Finding Peace with Your Money

by: Annette Bau, CFP®

Financial Anxiety: Finding Peace with Your Money

Financial anxiety refers to worrying about money and fearing one’s finances. Money stress can cause mental and physical health … [Read more...] about Financial Anxiety: Finding Peace with Your Money

Inheritance Tax Planning to Keep More of Your Money

by: Oscar Alvarez, CFP®, CDFA®

Inheritance Tax Planning

Understanding what taxes may apply to your inheritance You may have recently been informed that you will receive an inheritance from your … [Read more...] about Inheritance Tax Planning to Keep More of Your Money

Avoiding Impulse Buys with the 3 Day Rule – EP36

by: Annette Bau, CFP®

Avoiding Impulse Buys With The 3 Day Rule

Most people want enough money saved to have peace of mind and financial freedom but succumb to impulse buys that deplete their … [Read more...] about Avoiding Impulse Buys with the 3 Day Rule – EP36

How to Manage Sudden Wealth and Enjoy Your Money

by: Annette Bau, CFP®

How to Manage Sudden Wealth

In How to Manage Sudden Wealth, you will learn: What it is Types of sudden wealth How to manage your windfall What is Sudden … [Read more...] about How to Manage Sudden Wealth and Enjoy Your Money

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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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