LISTEN TO THE LATEST PODCAST EPISODE: 5 Retirement and Tax Questions You Should Be Asking Part 1 – Ep183

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5 Retirement and Tax Questions You Should Be Asking Part 1 – Ep183

by: Annette Bau, CFP®

5 Retirement and Tax Questions You Should Be Asking Part 1

Most people spend decades saving and investing for retirement. But far fewer spend enough time planning how they will withdraw that money or … [Read more...] about 5 Retirement and Tax Questions You Should Be Asking Part 1 – Ep183

How Much is Enough to Retire? – Ep176

by: Annette Bau, CFP®

How Much is Enough to Retire?

Most people want to retire and enjoy their golden years. Unfortunately, too many people worry about having enough money or having to go back … [Read more...] about How Much is Enough to Retire? – Ep176

Die Broke: Smart Retirement Strategy or Financial Mistake? – Ep174

by: Annette Bau, CFP®

Die Broke: Smart Planning or Unexpected Tragedy?

For years, the "Die Broke" philosophy has gained popularity. The idea is simple: spend your money, enjoy retirement, and leave little or … [Read more...] about Die Broke: Smart Retirement Strategy or Financial Mistake? – Ep174

Happiness in Retirement and Your Numbers Part 2 – Ep167

by: Annette Bau, CFP®

Happiness in Retirement and Your Numbers Part 2

Last week, in Part 1, we dove into the habits and inner game of a happy retirement. Today, we are diving into the numbers. Retirement … [Read more...] about Happiness in Retirement and Your Numbers Part 2 – Ep167

8 Habits of a Happy Retirement Part 1 – Ep166

by: Annette Bau, CFP®

8 Habits of a Happy Retirement Part 1

Money matters in retirement—but it’s not the whole story. Many people spend decades focused on saving, investing, and building wealth. … [Read more...] about 8 Habits of a Happy Retirement Part 1 – Ep166

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

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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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