Cortburg Speaks Retirement

By: Miguel Gonzalez MBA AIF® CPFA® CRC®
  • Summary

  • 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.

    © 2024 Cortburg Retirement Advisors, Inc.
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Episodes
  • How to Save During Inflation
    Oct 2 2024

    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 retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.

    #RetirementPlanning, #FinancialPlanning, #InflationStrategies, #MoneySaving, #InvestmentStrategies, #RetirementAdvisor, #WealthManagement, #DebtManagement, #EmergencyFunds, #FinancialWellness

    Welcome to Cortburg Speaks Retirement Podcast
    with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

    CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST

    FOLLOW US ON:

    • YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
    • Facebook-> https://m.facebook.com/CortburgInc
    • Twitter-> https://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


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    4 mins
  • Choosing the Right Retirement Contributions
    Sep 25 2024

    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 planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.

    About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®
    Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.

    Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.
    Consultant for Barbara Corcoran Inc. and the World Bank.
    MBA from Columbia Business School.
    Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.
    Fluent in English, Spanish, and Russian.
    Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.

    #cortburgspeaksretirement #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplified

    Welcome to Cortburg Speaks Retirement Podcast
    with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

    CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST

    FOLLOW US ON:

    • YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
    • Facebook-> https://m.facebook.com/CortburgInc
    • Twitter-> https://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


    Show More Show Less
    9 mins
  • Your 6-Step Retirement Check-up!
    Sep 18 2024

    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 firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.

    About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®
    Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.

    Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.
    Consultant for Barbara Corcoran Inc. and the World Bank.
    MBA from Columbia Business School.
    Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.
    Fluent in English, Spanish, and Russian.
    Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.

    #cortburgspeaksretirement #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplified

    Welcome to Cortburg Speaks Retirement Podcast
    with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

    CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST

    FOLLOW US ON:

    • YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
    • Facebook-> https://m.facebook.com/CortburgInc
    • Twitter-> https://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


    Show More Show Less
    6 mins

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.