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Money + Wealth

Money Mindset Guide
Congratulations on committing to live a richer and more fulfilling life!
Our goal is to provide you with the resources you need to master money and create wealth so you can live a financially free life you love!
Your best first step to creating a fulfilled and wealthy life is to create a solid foundation. This guide will show you how.
Click here and download the Money Mindset Guide.
Is 5 Million Enough to Retire?

Is $5 Million Enough to Retire?

Retirement is a significant milestone in life, a new chapter. Most people want to retire with enough money to ensure they don’t have to … [Read more...] about Is $5 Million Enough to Retire?

Holiday Stress and Overspending: Stay Joyful and In Budget

How to Avoid Holiday Stress & Overspending – Ep136

The holidays can be a stressful time. As a result, people often end up overspending, overdrinking, overeating, or all of these, adding more … [Read more...] about How to Avoid Holiday Stress & Overspending – Ep136

The Financial Planning Checklist

The Financial Planning Checklist for Pre-Retirees

After over 35 years advising successful pre-retirees and retirees, I can tell you this: financial peace of mind doesn’t just come from … [Read more...] about The Financial Planning Checklist for Pre-Retirees

How to Make More Money

How to Make More Money – Ep135

Most people would love to make more money, but most have no idea where to start or what the best option is for their needs. Today, we … [Read more...] about How to Make More Money – Ep135

The 4 Biggest Financial Risks in Retirement

4 Financial Risks in Retirement – Ep134

One of the most essential steps to creating a secure retirement you love entails mitigating financial risks. Today, we delve into four … [Read more...] about 4 Financial Risks in Retirement – Ep134

Is $1 Million Enough to Retire?

Is $1 Million Enough to Retire? – Ep133

One of the most common questions pre-retirees ask when considering retirement is, "Is $1 million enough to retire?" Today, we are discussing … [Read more...] about Is $1 Million Enough to Retire? – Ep133

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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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