Safe Money Strategies and Wealth-Building Insights with Kris Miller

In this episode of "EXPERT IN YOU," Ann Carden discusses investible life insurance and tax strategies with Kris Miller, a specialist in safe money strategies. They explore wealth-building techniques, index universal life insurance, and annuities as secure investments. The conversation covers financial pitfalls, managing finances after a business sale, and adapting to digital strategies during the pandemic. Kris also shares insights from her best-selling book, the pandemic's impact on the coaching and consulting industry, and offers financial planning resources, concluding with a workshop invitation.

A leading expert in safe money strategies, Kris Miller, has helped over 6,000 families and businesses avoid financial disasters by strategically planning for their futures. Over the last 33 years, not one of her clients has lost a dime in any market risk. Kris has personally generated several million dollars in her own business, Trust Unlimited, and was nominated for Woman of the Year by the Hemet Chamber of Commerce. She is the #1 Bestselling author of "Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future," - a guide to financial freedom, second chances, and how to create income you’ll never outlive. Kris has been a featured guest on hundreds of radio and TV shows and has spoken on stages across the country. Her Podcast, "Money 911" is in the TOP 1%. She’s also a singer-songwriter with Grammy-nominated songs that you may have heard on the radio and in a previous life she walked barefoot across America. Contact with Kris Miller: kris@healthymoneyhappylife.com https://www.linkedin.com/in/krismiller-legacywealth/

(0:00) Introduction by Ann Carden and Kris Miller (1:26) Investing, tax strategies, and safe money strategies (3:32) Secrets of the 1% in wealth-building and planning for longevity (5:42) Understanding equity index annuities and healthcare costs (9:01) Early retirement planning benefits and stock market risks (15:31) Sponsor: Expert in You Magazine (17:25) Financial planning across different ages (21:03) Diversifying financial products to achieve goals (24:12) Navigating economic concerns and maintaining financial control (26:54) Adjusting to digital changes post-pandemic (28:15) Kris Miller's insights from "Ready for Pre-Retirement" (29:47) Tailoring strategies for financial security (32:21) The importance of personalized financial advice (35:16) Achieving peace of mind in financial planning (36:22) Kris Miller's financial wisdom sharing mission (37:20) Ann's closing remarks and workshop promotion