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

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Wealth + Money

What Does Long-Term Care Insurance Cover? – Ep72

by: Annette Bau, CFP®

What Does Long Term Care Insurance Cover?

One of the most common questions we receive is, "What Does Long-Term Care Insurance Cover?" Today, you will learn the A-Z of long-term … [Read more...] about What Does Long-Term Care Insurance Cover? – Ep72

Your Financial Reset – Ep71

by: Annette Bau, CFP®

Your Financial Reset

Creating a financial reset is critical to building a secure retirement and future. Today, you will learn insight to help you assess your … [Read more...] about Your Financial Reset – Ep71

When Should I Take Social Security – Ep70

by: Annette Bau, CFP®

When Should I Take Social Security

The million-dollar question for people planning their retirement is, "When Should I Take Social Security?" Your decision when to take … [Read more...] about When Should I Take Social Security – Ep70

8 Ways to Simplify Your Finances – Ep69

by: Annette Bau, CFP®

8 Ways to Simplify Your Finances

Do you ever feel overwhelmed with your money or want to simplify your finances? Regardless of how much money you have or make, most … [Read more...] about 8 Ways to Simplify Your Finances – Ep69

Real-Time Estate Planning Mistakes to Avoid – Ep67

by: Annette Bau, CFP®

Real Time Estate Planning Mistakes to Avoid

Too often, people make estate planning mistakes simply because they don't know what to do or how to do it. Today, we will explore the … [Read more...] about Real-Time Estate Planning Mistakes to Avoid – Ep67

The Decamillionaire Journey – Part 2 – Ep66

by: Annette Bau, CFP®

A decamillionaire has accumulated a $10,000,000 plus net worth. Last week, we dove into Part 1, “Becoming a Decamillionaire,” which included … [Read more...] about The Decamillionaire Journey – Part 2 – Ep66

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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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