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

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Are Medical Sharing Programs the Solution? – Ep158

by: Annette Bau, CFP®

Are Medical Sharing Programs the Solution?

Healthcare costs remain one of the biggest concerns for pre-retirees and retirees. Many people feel frustrated by rising premiums, limited … [Read more...] about Are Medical Sharing Programs the Solution? – Ep158

Should I Invest in a Roth IRA? – Ep156

by: Annette Bau, CFP®

Should I Invest in a Roth IRA?

Most people have heard of the benefits of a Roth IRA, but aren’t fully sure how they work or whether they should use one. A Roth IRA can … [Read more...] about Should I Invest in a Roth IRA? – Ep156

Replace Your Paycheck With Guaranteed Retirement Income – Ep154

by: Annette Bau, CFP®

Replace Your Paycheck With Guaranteed Retirement Income

As you approach retirement, planning the transition away from receiving a paycheck can feel overwhelming. For decades, your paycheck has … [Read more...] about Replace Your Paycheck With Guaranteed Retirement Income – Ep154

What Is a RILA & Where They Fit – Ep152

by: Annette Bau, CFP®

What Is a RILA & Where They Fit

There are a variety of annuities and other insurance products available for retirement planning. Trying to find the one with the best fit … [Read more...] about What Is a RILA & Where They Fit – Ep152

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?

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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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