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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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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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Legal Zeidgeist is an investment funds law podcast series brought to you by Zeidler Group, the technology driven law firm revolutionising legal and regulatory compliance services for the asset management industry. Our team of lawyers, regulatory compliance, data and technology experts along with our industry partners will discuss the latest perspectives, best practices and leading insights to help investment firms and asset managers re-evaluate and revolutionise their current approach to inv ...
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Acclaimed poets Jericho Brown and Brionne Janae join forces with “rogue scholar” Aífe Murray for a podcast that celebrates what works and breaks down what doesn’t in this award-winning and popular series. They interrogate what's historically and emotionally true in each episode of Dickinson -- and always bring it back to the poems that continue to intrigue, attract, and inspire.
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Axis Moneynomics - By Axis Mutual Fund

Axis Moneynomics - By Axis Mutual Fund

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Axis Moneynomics is an informative series by Axis Mutual Fund that aims to make money management easy and fun. Be it savings, investments, taxes, or day-to-day financial struggles, Axis Moneynomics is here for you to simplify personal finance. Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India. Axis Asset Management Company (Axis AMC) is the investment manager of Axis Mutual Fund which has Axis Bank and Schroders as its principal shareholders. Axi ...
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The Paul Truesdell Podcast

Paul Grant Truesdell, JD., AIF, CLU, ChFC

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The Paul Truesdell Podcast Welcome to the Paul Truesdell Podcast. Two Pauls in a pod. Featuring Paul the Elder and Paul the Younger. So, what's the gig? Individually or collectively, Paul and Paul sit down and chat predominately at the Truesdell Professional Building and record frequently. They explain a few things about how life works before time gets away. They connect the dots and plot the knots, spots, and ops with a heavy dose of knocks, mocks, pots, rocks, socks, and mops. Confused? Th ...
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Solutions, ideas, and interviews delivered in swift and fun way for investment advisors, financial firms, compliance, back offices, and portfolio managers anyone more curious than the average bear. All of this is brought to you by Julie Mochan, also host of Open Windows Investing by TPFG. www.tpfg.com Julie Mochan, AIF®
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Five-Minute Finance

Larry A. Mengerink, CFP®, AIF®

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**We're off for the summer. Watch for all new episodes this fall.** Ever been confused or frightened by finances, you're not alone. We help you understand complex financial concepts and news in just five minutes or less. Check back every Monday/Wednesday/Friday for new episodes.
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"The Raven's Call: Alone in Falkovnia" is a heavily edited duet-D&D actual play podcast DMed by Alex and joined by his wife, Mayling, who plays as Clyde Wulfstein, a farrier from the Ravenloft domain of Falkovnia. The podcast chronicles Clyde's life, including the horrors of living in a city besieged by zombies, as well as the epic destiny he discovers along the way.
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Exploring everything from client coaching and hypertrophy, to nutrient timing, leadership and business growth, The Fitness Industry Podcast, powered by AIF's Network, features insightful conversations with global leaders in the fitness and health industries.
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A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successful ...
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The Retire Happy Podcast

John Iammarino & Thomas O‘Connell

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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, th ...
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Audiobook series narrated by Josh O'Farrell detailing the mythological irish stories adapted from Penguin Classics "Early Irish Myths and Sagas" by Jeffery Gantz about Ireland's greatest heroes.
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Emerging Entrepreneurs is a podcast created by an entrepreneur for entrepreneurs. In this podcast you will get to hear from some of the up and coming minds in business and in life and act as if you were sitting right there with them. Connect with us on Facebook and Instagram @emergingentrepreneurspodcast . Thanks for listening in. Support this podcast: https://podcasters.spotify.com/pod/show/anthony-mcgehee/support
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Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of Th…
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It's time. This is the end. The walls of mists that encircle and trap everyone within Falkovnia are thinning. Portals to new lands are opening, offering a chance at freedom, and happiness. Clyde and his party are ready, their plan is in motion. But General Vladeska won't take defeat lying down. In fact, she'll do anything it takes to win... The Rav…
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In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the nation's leading experts, Kelly Finnell. With over 40 years of experience, Kelly brings a wealth of knowledge and practical advice on how ESOPs can serve as a strategic tool for business owners looking to exit while ensuring a legacy of success and employee s…
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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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In this episode, we delve into the world of leadership transitions with Matt Sharrers, an expert in CEO succession and advisor to private equity firms. Learn about the critical strategies for new CEOs, the importance of a shared exit plan among business partners, and how to navigate the emotional and practical challenges of stepping down. Whether y…
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It’s our Season 10 finale of The Guided Retirement Show, which means it’s time for Chris Rett, CFP®, AIF® to join Dean Barber as the featured guest. Chris and Dean are going to review 10 questions that everyone should ask themselves before retirement. If you’re planning to retire around three to five years from now, make sure to take some notes and…
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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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In this episode, we tackle the crucial topic of exit planning for business partners. With more than half of privately held companies having multiple owners, the process of transitioning out of a business can be complex and challenging. Join us as we dive into why it's essential for business partners to have a shared exit plan and how to navigate th…
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Plans are coming to a head. Clyde is determined to get every innocent person out of Falkovnia and away from General Vladeska. She is determined to destroy Clyde and everything he loves at any cost. There are only a few loose ends to tie up, like the mysterious phantom girl who appeared during the siege of the new moon. But who is this girl, and wha…
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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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In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us as we explore 7 essential questions that will help you strategically plan your transition and achieve a successful exit. Whether you're looking to retire within the next five years or just starting to think about your fu…
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Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began hi…
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Dean Barber could talk for hours about estate planning mistakes to avoid. On Episode 113 of The Guided Retirement Show, Dean decided to cover some of the most common estate planning mistakes that he and Tim Denker of Denker Law Firm, LLC have witnessed. Tim founded Denker Law Firm, LLC in 2006 and has practiced estate planning and business law sinc…
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Remember the strange rats, whose brains could be seen visibly glowing through their skulls? The ones that brought with them the deep, disturbing voice of an entity calling itself Gray Worm? Clyde does. And it's time to go to Silbervas and deal with Gray Worm once and for all. But Gray Worm has been making new rats since the last time that it and Cl…
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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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In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from selling your business. Learn how CRTs can help you avoid capital gains taxes, provide a large income tax deduction, and create a lasting charitable legacy. Discover the steps to set up a CRT, real-life examples, and key consideration…
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It's time for the party to explore the hidden places in Falkovnia, those edges of the country that none of them have ever seen. And while some of them are long-abandoned and rotting, the group finds that General Vladeska still has a few surprises in store... The Raven's Call: Alone in Falkovnia is a heavily edited duet-D&D actual play podcast takin…
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Traveling - Out of Office Recording - Poor Audio Quality The Paul Truesdell Podcast Welcome to the Paul Truesdell Podcast. Two Pauls in a pod. Featuring Paul the Elder and Paul the Younger. So, what's the gig? Individually or collectively, Paul and Paul sit down and chat predominately at the Truesdell Professional Building and record frequently. Th…
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While we love featuring guests on the show, John and Tom take a moment in this episode to touch on a topic close to their hearts: retirement planning regrets. Drawing from their years of experience, they discuss common pitfalls and missed opportunities that clients often face in the retirement planning process. From procrastinating on tax planning …
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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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Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, …
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How can you pay less taxes over your lifetime? That’s a question everyone wants to know the answer to, but there isn’t a one-size-fits-all answer. Everyone’s financial situation is different. Along with explaining the importance of having a forward-looking tax plan as a part of your personalized financial plan, Corey Hulstein, CPA and Marty James, …
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The situation in Lekar is worse than ever, with General Vladeska lethally punishing everyone that she can get her hands on. Clyde is more committed than ever so freeing the people of Falkovnia from the general's tyranny, but there's on problem: a snake still sits amongst Clyde's friends and loved ones, and it's time to get rid of them... The Raven'…
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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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In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of both the business and the business owner. Despite the excitement of daily operations and growth, many small to mid-sized business owners overlook the necessity of exit planning. Without a solid plan, the impact of an exit can ripple out…
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While Clyde was able to rescue the imprisoned fieldies at the Gears, it's clear that it was only a minor setback, and others will be brought to the Gears to test Faber Vetus' plan to turn people into automatons. It's clear that something more permanent needs to be done. At the same time, High Priestess Adrienne is unhappy that Clyde seems to be the…
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On This Episode of Master Your Finances, Meet: J.J. Lee, Founder and Trademark Lawyer, Law firm PLLC, in Ann Arbor Michigan. With over fifteen years of experience, and over seven thousand trademarks registered. J.J. specializes in helping entrepreneurs safeguard their brands. Tune in for expert insights on trademark law and practical tips for secur…
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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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In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies to overcome them. Discover how to address the lack of clarity on core problems, understand the financial implications, manage non-financial risks, and ensure leadership continuity. We also delve into the emotiona…
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Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…
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At Modern Wealth Management, we enjoy guiding couples and individuals from various walks of life through the retirement planning process. Hence why we came up with the name of our podcast, The Guided Retirement Show. Many of the case studies we’ve reviewed in our podcasts, articles, and other content have focused on couples retirement planning. Tod…
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Clyde knows that General Vladeska has some kind of secret that she's hiding in the abandoned city of Stangengrad. Fieldies are being forced into a place called the Gears, but for what purpose? Clyde is determined to find out, despite the fact that the general herself is on her way there... The Raven's Call: Alone in Falkovnia is a heavily edited du…
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Searching for guidance in the startup world? Meet David Stengle! a seasoned expert in startup ecosystems. With experience, as an Operator, Investor, and Advisor. He'll share insights in the start-up community Building, Governance, Inclusion, and Metrics, all while highlighting his work with Startup Grind Princeton and Board++. Tune in to learn prac…
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Paul Truesdell dot com The Truesdell Companies Truesdell Wealth Due to our extensive holdings and our clients, you should assume that we have a position in all companies discussed and that a conflict of interest exists. By listening, reading, or using this document, video, podcast, and/or website in any manner, you understand the information presen…
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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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In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects of business exits and M&A law, exploring the profound impact of building relationships in successful business transactions. Discover practical strategies for business owners to navigate the complexities of selling a business, unde…
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With Delmunster now providing a safe base of operations, Clyde's next step is to return to Lekar and empty the bank of its wealth, to distribute to the people. But what happens when Clyde returns to Lekar and sees that, in the wake of all his trouble-making, he's not the only one the general has in her sights... The Raven's Call: Alone in Falkovnia…
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Unedited Transcript Paul Grant Truesdell, J.D., AIF 0:00 was Monday May the sixth 2024 This is Paul Truesdell. And rather than to Paul's in a pod just beat me today tomorrow we'll do the two polls in a pod but he said we get started, Speaker 1 0:08 do what you like are good and profitable act and control. The poultry sale podcast is produced in Oca…
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The strong banking sector is vital for economic growth. As the India growth story unfolds, the banking sector stands tall as a beneficiary as well as driver of this growth. Supported by digital disruption, rising demand for credit, increasing financial inclusion, and a robust risk management framework, Indian banks hold a huge promise for investors…
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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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In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore various tax-efficient methods, from leveraging real estate and Qualified Small Business Stock to structuring installment sales and investing in Qualified Opportunity Zones. Whether you're considering selling now or i…
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‘Family First’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Ac…
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As Modern Wealth Management continues to grow, one of the additions we’re very excited about is our office in Rochester, New York. Our Rochester-based team members specialize in 401(k) plans, which are typically people’s largest asset as they head into retirement. So, we figured it would be good idea to have Michelle Cannan, CPFA™, QKA®, QKC, our h…
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The secret is out: creatures have infiltrated and infested Delmunster, and it's impossible to say who. Clyde and his party must be careful in extracting the creatures from their hiding places and getting rid of them, lest they be pulled into the fold as well... The Raven's Call: Alone in Falkovnia is a heavily edited duet-D&D actual play podcast ta…
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Ocala Real Estate & Horse Farms Visit: Horse Farms Forever Visit: Billy Woods for Sheriff Endorsed by Senator Rick Scott Visit: Marion County Sheriff's Office Sponsored by: Truesdell Wealth, Inc. Summary Drudge, Cape Coral Real Estate, Ocala Metro Real Estate, Creeks and Stones, Hwy 200 Two Lane Road, DR Horton, The Villages, Sumter County 466, Mar…
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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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Truesdell.net PaulTruesdell.com Truesdell Wealth, Inc. Truesdell Wealth Events So how much more does it cost to be sustainable? Sustainable products are 75-85 per cent more expensive than conventional products, according to a study by Netherlands consulting firm Kearny. Transcript In today's society, there is a growing trend towards using plant-bas…
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