Wealth Building and Investment Planning

Helping Aging Parents Without Hurting Your Financial Future – Ep172

by: Annette Bau, CFP®

Have you ever worried that helping your parents today might mean becoming a financial burden to your own children tomorrow? If so, you’re … [Read more...] about Helping Aging Parents Without Hurting Your Financial Future – Ep172

5 Millionaire Money Lessons – Ep171

by: Annette Bau, CFP®

While most people dream of winning the lottery or receiving an unexpected inheritance, most millionaires build their wealth by taking a … [Read more...] about 5 Millionaire Money Lessons – Ep171

What Do Millionaires Do With Their Money? – Ep169

by: Annette Bau, CFP®

Many people believe millionaires grow their money with complicated strategies or constant investment moves. In reality, most long-term … [Read more...] about What Do Millionaires Do With Their Money? – Ep169

6 Insights to Managing Sudden Wealth – Ep160

by: Annette Bau, CFP®

Receiving sudden wealth can feel like a dream. However, without the right plan, wealth can quickly become overwhelming and even a … [Read more...] about 6 Insights to Managing Sudden Wealth – Ep160

What Is a RILA & Where They Fit – Ep152

by: Annette Bau, CFP®

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

How Millionaires Invest at the Different Levels of Wealth – Ep151

by: Annette Bau, CFP®

There are three different levels of wealth. Today we will review how each group invests its money and what they invest in: Millionaires … [Read more...] about How Millionaires Invest at the Different Levels of Wealth – Ep151

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.