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Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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Are you ready for retirement? Learn how to navigate pension options, 401(k) decisions, and personal savings strategies for long-term financial security. Miguel Gonzalez, CRC, breaks down the key steps you need to take. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets…
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Join Miguel Gonzalez, a Certified Retirement Counselor, as he shares 5 major risks to avoid on your journey to a secure and comfortable retirement. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management,…
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Learn the real benefits of trusts and uncover common misconceptions that hold people back from using this powerful estate planning tool. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and…
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Learn how to manage competing financial responsibilities for aging parents and children while securing your retirement. Miguel Gonzalez shares key tips to ease the financial burden. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. W…
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Learn how to safeguard your retirement savings during market downturns with expert advice from Miguel Gonzalez, Certified Retirement Counselor. Discover strategies for building a cash cushion and balancing investments effectively. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve…
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Learn expert strategies to retire early by 40. Miguel Gonzalez, CRC, shares actionable tips on retirement planning and savings growth to secure your future. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth ma…
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Miguel Gonzalez, CRC, shares key tips for choosing the right financial professional. From asking for referrals to understanding compensation structures, these steps can help ensure your financial future is in the right hands. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your…
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Certified Retirement Counselor Miguel Gonzalez shares quick, practical tips to combat rising inflation. Learn how smart shopping, meal planning, and energy savings can protect your finances. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to reti…
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Miguel Gonzalez, CRC breaks down the differences between pre-tax, Roth, and non-Roth after-tax contributions for employer-sponsored retirement plans. Learn how to choose the best option based on your financial goals and tax situation. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial plannin…
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Join Miguel Gonzalez, CRC, this week as he guides you through an easy annual checkup for your retirement plan. From optimizing contributions to reviewing investments, learn practical steps to keep your retirement strategy on track. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning f…
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In this week's podcast, Certified Retirement Counselor Miguel Gonzalez challenges your retirement savings knowledge with a True or False test. Tune in to see how much you know! Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to he…
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This episode with Miguel Gonzalez, Certified Retirement Counselor, dives into setting achievable retirement savings goals. Learn how to break down daunting numbers, navigate changing assumptions, and make your future self a priority to stay on track for a secure retirement. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a …
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Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he guides you through essential strategies to ensure a smooth and confident transition into retirement. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients thr…
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This week Miguel Gonzalez, CRC, shares practical tips for those 10 years away from retirement to help plan for a smooth and stress-free transition. About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision i…
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In this week's podcast with Miguel Gonzalez, CRC, learn how to maximize your retirement income through smart tax strategies and effective account management. Cortburg Speaks Retirement - episode #201 Landing page: https://www.cortburgretirement.com/audio-podcast About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service…
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In this episode, Miguel Gonzalez, Certified Retirement Counselor, shares tips on how family meetings can help preserve wealth and family values for future generations. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm…
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In this week's podcast, Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, discusses three essential steps to prepare for retirement, including understanding annual expenses, inspecting income sources, and planning for healthcare costs. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-…
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Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he discusses revisiting your financial goals this summer and provides 5 essential tips for achieving financial independence. About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start rec…
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Discover how annuities, mutual funds, and life insurance can shape your retirement strategy for a secure financial future. Join Miguel Gonzalez, CRC, as he breaks down these key components and empower you to make informed decisions. Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through…
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Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision impacts your financial future and get expert insights to help you make the best choice for your unique situation. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a f…
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This week let's dive into the importance of retirement planning and how it can make all the difference in securing your financial future. Discover how early planning can help you maintain your desired lifestyle and outpace inflation. Cortburg Speaks Retirement - episode #195 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a…
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Healthcare costs in retirement can be a financial shock. In this episode, we break down why a 65-year-old couple might need over $300,000 and what steps you can take today to safeguard your future. Cortburg Speaks Retirement - episode #194 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial pl…
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Join Miguel Gonzalez from Cortburg Retirement Advisors this week for strategies to keep your hard-earned savings protected and stress-free for retirement. Cortburg Speaks Retirement - episode #193 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through…
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Discover the hidden costs that could derail your retirement plans! Join Miguel Gonzalez as he reveals the unexpected financial challenges you might face and how to safeguard your future. Cortburg Speaks Retirement - episode #192 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm…
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Cortburg Speaks Retirement - episode #191 Miguel Gonzalez, Certified Retirement Counselor, breaks down why market timing is a risky strategy and how staying invested can lead to greater long-term success. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients…
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Join Miguel Gonzalez, CRC, this week as he debunks 5 common myths and offers practical tips for a fulfilling retirement. Cortburg Speaks Retirement - episode #190 Landing page: https://www.cortburgretirement.com/audio-podcast About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - …
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This week Miguel Gonzalez, CRC, breaks down the advantages of 529 college savings plans, offering essential tips for securing your child's future education and maximizing your financial planning. Cortburg Speaks Retirement - episode #189: May 29th is Nationwide Celebration of 529 Day About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advi…
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Discover expert retirement insights with Miguel Gonzalez, CRC, as he shares 5 essential tips for planning during your golden years. From managing costs to clarifying your wishes, tune in for practical advice to secure your retirement future! Cortburg Speaks Retirement - episode #188: Retirement Planning Does Not Stop in Retirement. About Cortburg R…
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Cortburg Speaks Retirement - episode #187: Estate Planning For Everyone Join Miguel Gonzalez, Certified Retirement Counselor, as he discusses the importance of estate planning in securing your family's future. Learn about drafting wills, titling assets, and reviewing life insurance plans to protect your loved ones. Cortburg, retirement, retirement …
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Join Miguel Gonzalez, Certified Retirement Counselor, as he delves into the popular retirement acronym FIRE (Financial Independence - Retire Early). Discover if this movement is right for you and your family. Cortburg Speaks Retirement - episode #186 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique f…
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Cortburg Speaks Retirement - episode #185: What You Need to Know About Financial Fraud This week Miguel uncovers the world of financial fraud. Learn about common scams, psychological tactics used by con artists, and how to protect yourself from falling victim. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, …
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Cortburg Speaks Retirement - episode #184: Investing in Your 60s and Beyond This week Miguel Gonzalez, Certified Retirement Counselor, discusses investment strategies for those approaching retirement age. Learn how to assess your retirement needs, allocate assets wisely, and plan withdrawals effectively to ensure financial security in your golden y…
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In this week's episode, Miguel Gonzalez discusses the importance of financial spring cleaning. From budget reassessment to debt reduction strategies, tune in for expert tips to rejuvenate your finances and secure your financial future. Don't miss out on essential advice for every stage of life, from your first job through retirement. Cortburg Speak…
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Unlock financial success by identifying and addressing overlooked money habits! Join Miguel Gonzalez this week as we delve into common yet overlooked financial pitfalls that could be undermining your financial health. Learn how to curb emotional spending, manage small expenses, and more! About Cortburg Retirement Advisors, Inc. Cortburg Retirement …
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This week, Miguel Gonzalez, Certified Retirement Counselor, focuses on female entrepreneurs as he dives into essential financial strategies to bolster their retirement planning. Gain insights on investing, debt management, and more to pave the way for a secure financial future. Cortburg Speaks Retirement - episode #181: Managing Your Money: Top Fin…
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Join Miguel Gonzalez, Certified Retirement Counselor, as he shares 5 empowering strategies for high-earning women to build credit confidence. From understanding the basics to strategic credit card use, learn how to take charge of your financial journey with intention and confidence. Cortburg Speaks Retirement - episode #180: Empowering High-Earning…
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Unlock the secrets to making your own investment luck this St. Patrick’s Day with Miguel Gonzalez, Certified Retirement Counselor! Join us as we explore the impact of luck on investment returns and discover practical steps to enhance your financial success. Cortburg Speaks Retirement - episode #179: Luck of the Investor: Making Your Own Luck on St.…
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Cortburg Speaks Retirement - episode #178: Why Your Credit Score Matters in Retirement Discover why your credit score is your retirement lifeline with Miguel Gonzalez, Certified Retirement Counselor. From unlocking better loan rates to seizing new opportunities, learn how a stellar credit score can transform your retirement journey! About Cortburg …
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Join Miguel Gonzalez, Certified Retirement Counselor, as he unpacks the latest changes in retirement planning for 2024. Learn about increased contribution limits, tax threshold adjustments, and innovative strategies to secure your financial future. Don't miss out on valuable insights to adapt and thrive in the evolving retirement landscape! Cortbur…
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On this week’s episode, Miguel talks leap years and the little-known ways it can impact your finances! About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets …
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In this week's podcast, Miguel delves into strategies for couples aiming to synchronize their retirement plans and offers guidance for achieving this shared milestone together. Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirem…
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Cortburg Speaks Retirement - episode #174: How to Estimate Your Quarterly Taxes as a Small Business Owner / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's podcast, Miguel explains how small business owners can pay estimated taxes to help avoid penalties at the end of the year. About Cortburg Ret…
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Cortburg Speaks Retirement - Episode #173: Protect Yourself From Tax Identity Theft as You Approach Retirement In this week's podcast, Miguel walks you through the steps to protect yourself from different types of identity theft. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning fir…
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Cortburg Speaks Retirement - Episode #172: 2024 Contribution Limits: What’s New? / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's episode, Miguel reviews important changes to retirement contribution limits for 2024. Cortburg, retirement, retirement planning, retirement tips, retirement income, r…
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Cortburg Speaks Retirement - episode #171: 5 Financial Wellness Myths Surrounding Near Retirees / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel discusses financial wellness myths for retirees and those nearing retirement. The internet is full of retirement information but…
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Cortburg Speaks Retirement - episode #170: Creating Financial Resolutions as a Couple / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel discusses financial resolutions worth considering for couples and individuals. It's a new year and the time of year when you want to make …
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Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, Miguel Gonzalez shares a few goals to help you get started in setting business goals for a Prosperous New Year. Cortburg Speaks Retirement - episode #169: 6 Business Goals for a Prosperous New Year / Investment in Stock M…
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Cortburg Speaks Retirement - episode #168: Ringing in the New Year in Your Golden Years/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirement…
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Cortburg Speaks Retirement - episode #167: 8 Tips to Stay on Track with Your Holiday Budgeting / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #re…
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Cortburg Speaks Retirement - episode #166: Dos and Don'ts for Investing During the Holidays / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retir…
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