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

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Wealth + Money

Benefits of Hiring a Financial Advisor vs DIY – Ep165

by: Annette Bau, CFP®

Benefits of Hiring a Financial Advisor vs DIY

As you move closer to retirement, the financial decisions you make begin to carry more weight. What worked during your working years may no … [Read more...] about Benefits of Hiring a Financial Advisor vs DIY – Ep165

The Biggest Retirement Planning Mistake No One Talks About – Ep164

by: Annette Bau, CFP®

The Biggest Retirement Planning Mistake No One Talks About

Most people believe they have a retirement plan. When in reality, they have investments, a CPA, maybe an advisor, and some life insurance. … [Read more...] about The Biggest Retirement Planning Mistake No One Talks About – Ep164

7 Questions to Answer Before You Claim Social Security – Ep162

by: Annette Bau, CFP®

Social Security: 7 Questions to Answer Before You Claim

Social Security is one of the most important income decisions you will make in retirement, and yet it’s often one of the most rushed and … [Read more...] about 7 Questions to Answer Before You Claim Social Security – Ep162

Am I Ready to Retire? – Ep161

by: Annette Bau, CFP®

Am I Ready to Retire?

If you’re in your 40s, 50s, or early 60s, you’ve probably asked yourself: “Am I really ready to retire?” It’s one of the most important … [Read more...] about Am I Ready to Retire? – Ep161

6 Insights to Managing Sudden Wealth – Ep160

by: Annette Bau, CFP®

6 Insights to Managing Sudden Wealth

Receiving sudden wealth can feel like a dream. However, without the right plan, wealth can quickly become overwhelming and even a … [Read more...] about 6 Insights to Managing Sudden Wealth – Ep160

Help Me Find Time to Manage My Money – Ep159

by: Annette Bau, CFP®

Help Me Find Time to Manage My Money

If you’ve ever felt like managing your money keeps getting pushed to the bottom of your list, you’re not alone. You’ve worked hard to … [Read more...] about Help Me Find Time to Manage My Money – Ep159

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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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