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Topic: Retirement Planning

Retirement Plan Checklist
Congratulations on taking the first step to live a richer and more fulfilling life!
Creating your retirement plan will give you clarity and confidence to stop worrying and start living your dream life. Click here and download the Retirement Plan Checklist.
Should I Invest in a Roth IRA?

Should I Invest in a Roth IRA? – Ep156

Most people have heard of the benefits of a Roth IRA, but aren’t fully sure how they work or whether they should use one. A Roth IRA can … [Read more...] about Should I Invest in a Roth IRA? – Ep156

Triggers, Distractions, & Your Worth Barometer

Triggers, Distractions, and Your Worth Barometer – Ep155

Many people are feeling more stress, fear, and anger than ever before. And it is easy to get caught in a loop with what is happening in … [Read more...] about Triggers, Distractions, and Your Worth Barometer – Ep155

Replace Your Paycheck With Guaranteed Retirement Income

Replace Your Paycheck With Guaranteed Retirement Income – Ep154

As you approach retirement, planning the transition away from receiving a paycheck can feel overwhelming. For decades, your paycheck has … [Read more...] about Replace Your Paycheck With Guaranteed Retirement Income – Ep154

A Big Update & 5 Millionaire Mindset Insights.

A Big Update & 5 Millionaire Insider Insights – Ep150

My mission is simple: to help you simplify the money game so you can create a financially secure, fulfilling life and retirement you love, … [Read more...] about A Big Update & 5 Millionaire Insider Insights – Ep150

4 Money Numbers You Must Know Before Retirement

4 Money Numbers You Must Know Before Retirement – Ep149

Many people believe they’re “bad with money” because they don’t like numbers. They say things like “I’m just not a numbers person” or “I … [Read more...] about 4 Money Numbers You Must Know Before Retirement – Ep149

Are Annuities a Good Investment?

Are Annuities a Good Investment?

What Every Pre-Retiree Should Know If you’ve ever wondered, “Are annuities a good investment?” — you’re not alone. Most people … [Read more...] about Are Annuities a Good Investment?

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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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