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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

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

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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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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