Erbe Wealth

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Click HERE to request your copy New Recording – 9/28/2023, 9:34:19 AM from stephanie walter on Vimeo. Click HERE to request your copy

What is TFRA?

What is TFRA?

I work with many types of investors from the very high earning to the lower income.  And I work with people in ALL age groups.  I get the same questions from them… “is there...

Passive Investor’s Playbook

Welcome to Passive Investor’s Playbook, a podcast for those who are looking to make smart, passive investments without sacrificing time and energy. In each episode, we sit down with successful people from medical professionals...


Your Magic Number?

What is your magic number for retirement?  We as a society are taught to fixate on wealth accumulation.  But accumulating wealth is a really small part of the overall equation.  What do you need...

Wealth Strategist vs Financial Planner

Wealth Strategist vs financial planner

What is a Wealth Strategist?       I believe there is a one size fits all financial strategy for everyone right now regardless of your financial position in life.  There are the advisors that are great...

The Cash Flow Chronicles-Jonathan Cattani

The Cash Flow Chronicles

Now available online! — I was a guest at The Cashflow Chronicles with Jonathan Cattani. Please click on the links below to listen with Apple podcast or Spotify. Apple podcast Spotify Link

Tax Free Income

Tax free income

I have learned so much from working with the very wealthy person.  They are assertively addressing and minimizing the largest eroder of wealth, Taxes.  Most people think they cannot do anything about taxes. They...