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What is RMD (Required Minimum Distribution)?

by: Annette Bau, CFP®

What Is RMD (Required Minimum Distribution)?

Updated March 8th, 2025 Today, we are diving into RMD and what you need to know about it. Required Minimum Distributions (RMDs) are … [Read more...] about What is RMD (Required Minimum Distribution)?

4 Clues You May Run Out of Money – Ep96

by: Annette Bau, CFP®

4 Clues of People Who Run Out of Money

There is nothing fun about running out of money. But for too many people, it is a concern. To help you avoid money problems, we are … [Read more...] about 4 Clues You May Run Out of Money – Ep96

How Social Security and Inflation May Impact Your Retirement – Ep88

by: Annette Bau, CFP®

How Social Security and Inflation May Impact Your Retirement

One of the biggest concerns most of us have is how Social Security and inflation may impact our retirement. In the recent Gallop Poll, 9 out … [Read more...] about How Social Security and Inflation May Impact Your Retirement – Ep88

The Secret Backdoor Roth IRA – Ep84

by: Annette Bau, CFP®

The Secret Backdoor Roth IRA

It can be hard to save in a retirement account if you make a lot of money. One of my favorite strategies is what I call "The Secret Backdoor … [Read more...] about The Secret Backdoor Roth IRA – Ep84

Can You Retire on 1 Million Dollars? – Ep81

by: Annette Bau, CFP®

Will $1 Million Be Enough Money to Retire?

One of the most common questions is, "Can You Retire on 1 Million Dollars?" While I'm not allowed to give you specific advice, today, … [Read more...] about Can You Retire on 1 Million Dollars? – Ep81

How Do I Invest My Money and Retirement Assets? – Ep76

by: Annette Bau, CFP®

How Do I Invest My Money and Retirement?

One of the most common questions I receive is, "How do I invest my money?" Since the market is at an all-time high and I am making major … [Read more...] about How Do I Invest My Money and Retirement Assets? – Ep76

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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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