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Avoiding the Silver Squatters Trap – Ep130

by: Annette Bau, CFP®

Avoiding the Silver Squatters Trap

Imagine waking up to a parent, relative, or friend who refuses to leave your home. Well, for many, it is a painful reality that can wreak … [Read more...] about Avoiding the Silver Squatters Trap – Ep130

When to Buy an Annuity and Why Timing Matters

by: Annette Bau, CFP® and Susan Kroger, CFP®, CDFA®

When to Buy an Annuity and Why Timing Matters

If you’re in your 50s or 60s and starting to think seriously about retirement, one of the questions you’ve likely considered is, “When … [Read more...] about When to Buy an Annuity and Why Timing Matters

What to Do If You’re Sued or Fired Before Retirement or After – Ep127

by: Annette Bau, CFP®

What to Do If You're Sued or Fired Before Retirement

A lawsuit or job loss can be devastating at any point in your life. Today, we dive into insight on what to do if you get sued or fired … [Read more...] about What to Do If You’re Sued or Fired Before Retirement or After – Ep127

Affordable Travel: Smart Strategies To Save and Travel

by: Annette Bau, CFP®

Affordable Travel: Smart Strategies To Save and Travel

If you’re like many in our Millionaire Insider® community, you may be dreaming of travel. If so, you want to know how to make it … [Read more...] about Affordable Travel: Smart Strategies To Save and Travel

Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

by: Annette Bau, CFP®

Are Annuities a Good Investment for Retirees or Pre-Retirees?

One of the most common questions I get is, "Are annuities a good investment for pre-retirees or retirement and pre-retirees?" Because there … [Read more...] about Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

How Do I Rollover a 401(k) to an IRA?

by: Annette Bau, CFP®

How Do I Rollover a 401(k) to an IRA?

Before we dive into how you rollover a 401(k) to an IRA, let's review the information you need to know when making this decision. What … [Read more...] about How Do I Rollover a 401(k) to an IRA?

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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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