Clarity, confidence, and calm, at your own pace
If you’re feeling uncertain, overwhelmed, or simply want to make smarter decisions about money and retirement, you’re in the right place.
This page brings together our free educational resources so you can explore, learn, and gain clarity, without pressure or commitment.
There’s no “right” place to start. Choose what resonates most with you and where you need the most support.
🎧 The Millionaire Insider® Podcast, hosted by Annette Bau, CFP®
Calm, clear conversations about money, wealth accumulation, and living a fulfilled life you love.
Where financial clarity meets real life.
Each episode is designed to help you:
- Make sense of retirement planning
- Reduce anxiety around financial decisions
- Understand what truly matters, beyond the numbers
Topics include:
- Retirement income and planning
- Risk, protection, and confidence
- Wealth beyond money and purposeful living
- Common mistakes, and how to avoid them
- How millionaires and successful people think and do differently
👉 Click here to Listen to the Podcast
✍️ Blog & Educational Content
Practical guidance you can read anytime.
Our blog is a growing library of thoughtful, easy-to-understand articles designed to bring clarity to complex financial topics.
You’ll find insights on:
- Retirement readiness and planning
- Organizing and simplifying your finances
- Income, protection, and long-term strategy
- Mindset, purpose, and confidence around money
Written to inform and educate you so you can feel more confident with your money and less overwhelmed.
📘 Free Guides & Tools
Start with the resource that fits you best
If you’re looking for a more structured starting point, these free tools can help guide you.
👉 Retirement Planning Checklist
Understand where you stand and what to focus on next
A short, thoughtful quiz that helps identify the type of planning support that fits your current stage of life.
👉 The Retirement Readiness Quiz is coming soon!
🔹 Financial Freedom Formula
A simple framework for building clarity and confidence
This guide introduces the core principles behind making intentional financial decisions — without fear or complexity.
👉 Download the Financial Freedom Formula
🔹 Estate Planning Checklist
Protect what matters most.
A practical checklist to help you think through key estate planning considerations and avoid common oversights.
👉 Get the Estate Planning Checklist
🌱 Confidence, Clarity, & Your Money
Because true wealth is about more than numbers
Money is a tool — not the goal.
Our resources explore the mindset, clarity, and purpose behind lasting financial confidence. These reflections are designed to help you align your money decisions with the life you want to live.
👉 Click to Register for the Free Money, Confidence, and Clarity Masterclass
What should you do next?
If you’re not sure where to begin, here’s a simple guide:
🔹Just exploring or learning → Start with the blog or podcast
🔹Want structured guidance → Take the Retirement Readiness Quiz (Coming Soon)
🔹Ready for deeper clarity → Join the Money Confidence & Clarity Masterclass
Already know you want personalized help?
If you’re seeking one-on-one guidance and believe you may be ready for personalized support, you can request a private strategy conversation with Annette.
This is an application-based process to ensure the right fit.
👉 Email Support (at) MillionaireSeries.com to Request a Private Strategy Call
Our mission is to provide you with our best resources and help you create a financially secure retirement and a life you love.
