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

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Wealth + Money

How Millionaires Invest at the Different Levels of Wealth – Ep151

by: Annette Bau, CFP®

There are three different levels of wealth. Today we will review how each group invests its money and what they invest in: Millionaires … [Read more...] about How Millionaires Invest at the Different Levels of Wealth – Ep151

The 4 Money Numbers You Need to Know Before You Retire – Ep149

by: Annette Bau, CFP®

4 Money Numbers You Must Know Before Retirement

Many people believe they’re “bad with money” because they don’t like numbers. They say things like “I’m just not a numbers person” or “I … [Read more...] about The 4 Money Numbers You Need to Know Before You Retire – Ep149

Are Annuities a Good Investment?

by: Annette Bau, CFP®

Are Annuities a Good Investment?

What Every Pre-Retiree Should Know If you’ve ever wondered, “Are annuities a good investment?” — you’re not alone. Most people … [Read more...] about Are Annuities a Good Investment?

Is Retiring Abroad a Smart Move… Or a Costly Mistake? – Ep148

by: Annette Bau, CFP®

Is Retiring Abroad a Smart Move… or a Costly Mistake?

Over the last year, I have had a record number of questions about living and retiring abroad. And while it may sound like the ultimate … [Read more...] about Is Retiring Abroad a Smart Move… Or a Costly Mistake? – Ep148

Choosing The Right Financial Advisor – Ep147

by: Annette Bau, CFP®

Choosing the Right Financial Advisor

Choosing the right financial advisor can be one of the most important decisions you make, especially as you approach retirement. At this … [Read more...] about Choosing The Right Financial Advisor – Ep147

5 Money Habits of Millionaires – Ep146

by: Annette Bau, CFP®

5 Money Habits That Made Me A Millionaire

One of the most common questions I hear is: “What money habits actually make the biggest difference—especially as retirement gets … [Read more...] about 5 Money Habits of Millionaires – Ep146

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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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