Understanding how your retirement income is taxed can help you avoid costly surprises and keep more of your hard-earned money. In this episode, Certified Retirement Counselor (CRC) Miguel Gonzalez breaks down tax strategies for 401(k)s, IRAs, Roth accounts, and Social Security.

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.

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
  
  

This week, Miguel Gonzalez, CRC, shares practical steps to help protect your aging relatives' finances—organizing accounts, preventing scams, and setting up a Power of Attorney.

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 #FinancialSecurity #AgingParents #ElderlyFinance #MoneyManagement #EstatePlanning #PowerOfAttorney #InvestmentTips #WealthManagement #ScamPrevention #IdentityTheft #Budgeting #FinancialFreedom #PersonalFinance #SmartInvesting #FinancialAdvisor #RetirementGoals #WealthProtection #MoneyTips #CortburgRetirement

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
  
  

Miguel Gonzalez, a Certified Retirement Counselor with 20+ years of experience, shares practical tips to help you get back on track after overspending during the holidays. Learn how to tackle debt, rebuild savings, and prepare for a stress-free holiday season next year.

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.


#CortburgRetirementAdvisors #FinancialWellness #RetirementPlanning #PostHolidayRecovery #DebtManagement #SavingsChallenge #PayOffDebt #FinancialGoals #SmartSpending #SaveMoneyTips #MoneyMatters #DebtFreeJourney #PlanAhead #SmartFinance #MoneyManagement #HolidaySpending #BudgetingTips #SavingsGoals #RetirementCounselor #WealthManagement #FinancialFreedom

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