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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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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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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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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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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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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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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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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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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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Hi and welcome to The Feminine Founder! I’m your host Caroline, a former corporate executive search recruiter turned LinkedIn Expert & someone who has passion for empowering & supporting women with entrepreneurial ventures. On this podcast, you’ll hear from women sharing their stories and unpacking exactly how they did it in their business because we believe that as curious & ambitious women we can ALL learn from one another and to be inspired! Every week you’ll hear from entrepreneurs and w ...
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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 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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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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O'Farrell Audiobooks

Heritage & Stories

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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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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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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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Are you mixing your personal and business finances together? We've all been there, but the reality is that things can get messy quick. In this conversation, Stephanie Vokral discusses the importance of planning for exiting a business. She emphasizes the need for business owners to work with a certified financial planner and a certified exit plannin…
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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 …
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We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate…
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Do you feel like you are spinning your wheels when it comes to social media and growing your business? Trust me, I've been there! Which is why I'm here to talk about about the power of LinkedIn! Today I share my personal LinkedIn journey and encourage you to get active on the platform. I discuss exactly how I started using LinkedIn to build my pers…
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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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In this episode, I dive into the top three investment mistakes that can derail your financial future and how to avoid them. Learn why timing the market is nearly impossible, the dangers of selling in a down market, and the stress caused by checking your accounts too frequently. I share my personal experiences and practical tips to help you make sma…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss: Erold’s background in communist Albania and how it influenced his career The importance of international investing and diversification Educating clients abou…
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Are you currently in a season of life where you are making some BIG decisions? Maybe you are switching jobs or wondering whether or not you should start a business. Either way, we all have things that we go through in life and listening to your intuition is crucial when it comes to decision making. Today I have Lynn Robinson with me. Lynn, bestsell…
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In this episode of the Legal Zeidgeist, Kate Horgan is joined by Kwame Taylor, an Associate in Zeidler's ESG Legal Advisory Team, to explore the Sustainable Finance Disclosure Regulation (SFDR). They discuss the recent comprehensive assessment of the SFDR framework, unpacking key findings from the summary report of open and targeted consultations. …
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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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In this episode, I share six essential money lessons that can transform your financial future. I discuss common financial mistakes and offer practical advice to help you avoid them. Whether you're just starting out or you're a seasoned business owner, these lessons will guide you towards making smarter financial decisions and building lasting wealt…
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Are you proactively planning for your financial future? This is a question every women should be asking themselves because the reality is that life throws us curveballs that sometimes we aren't expecting and having a sound and secure financial plan can help soften the blow. Today I have Stephanie Vokral CFP®, AIF®, CDFA® with me. Stephanie, a wealt…
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Have you ever had that inner voice inside of you rear it's head pulling you in another direction than where you are currently going? Maybe it's to pursue another job, or start a business, or start being active on social media or start a podcast or maybe it's something in your personal life. Either way, fear is what typically holds us back. And at t…
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In this episode of Financial Choices Matter, Charles Scott tackles some common yet critical retirement planning questions from listeners. Charles offers insightful advice on managing portfolios, Social Security benefits, and the importance of risk allocation. He also delves into the pros and cons of consolidating old 401(k) plans and the complexiti…
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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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In this episode, I dive into the importance of understanding and breaking free from bad money habits that can hold you back from financial success. Drawing on over 15 years of experience as a Certified Financial Planner, I share nine common money mistakes and practical tips on how to overcome them. From the pitfalls of paying yourself last to the d…
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In this episode of the Legal Zeidgeist podcast, we explore the latest insights and best practices for fund distribution and compliance. Kate Horgan, Business Development Manager, sits down with Patricia Nitschke, Associate in Zeidler’s Legal Services Division, to discuss the most recent regulatory updates affecting fund distribution worldwide. Patr…
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In this episode of the Legal Zeidgeist podcast, the Overseas Fund Regime (OFR) takes centre stage. In this 2 part special, Kate Horgan is joined by Robert Boyle, Solicitor and Partner at Zeidler Legal Services LLP to dissect the key aspects of the OFR and its implications for fund marketing in the UK. In part 1 as the industry prepares, discover th…
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In this episode of the Legal Zeidgeist podcast, the Overseas Fund Regime (OFR) takes centre stage again. In this 2-part special, Kate Horgan is joined by Robert Boyle, Solicitor and Partner at Zeidler Legal Services LLP, to dissect the key aspects of the OFR and its implications for fund marketing in the UK. In Part 2, join us as we examine whether…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss: The advantages of being an independent advisor Overcoming unexpected challenges as an independent advisor The endowment model vs. traditional 60/40 Alternative inve…
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Have you ever looked into your closet and automatically your mood went south because you feel like you have nothing to wear? Me too! Today I have a Professional Stylist with me. Estelle Winsett, a former attorney turned entrepreneur and personal stylist for female attorneys, shares her journey of discovering the power of style and its impact on con…
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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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In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL) versus Return on Investment (ROI), sharing personal experiences and practical strategies for business owners planning to exit within the next five years. Discover how to balance financial success with a fulfilling life, ensuring …
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Have you ever wondered about the power behind personal branding? It's one of my favorite topics and one that we dive more into today! Marina Byezhanova, the founder of Brand of a Leader, discusses the importance of personal branding and how to establish a personal brand. She emphasizes that personal branding is rooted in introspection and understan…
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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 …
  continue reading
 
Are you a LinkedIn Lurker? If you have created a LinkedIn account, but only log on to look at what other people are doing or scroll.... you my friend are a lurker. This episode was recorded to encourage you to start taking action and get active on the platform because there is so much magic happening on LinkedIn! LinkedIn has evolved into a platfor…
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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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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 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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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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Are you overwhelmed with trying to figure out how to use social media to grow your business online? Today I have the social media queen and expert Shelby Clement with me! Shelby shares her journey from corporate America to entrepreneurship and the importance of authenticity on social media. She emphasizes the need to show up as your authentic self …
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Did you know that I'm the Founder and creator of a wine drinkware product called ChilledVino? Today I share my journey of inventing ChilledVino, my patented wine drinkware product that keeps beverages cold for hours. I talk about the inspiration behind the product and the challenges faced in bringing it to life. I emphasize the importance of having…
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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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Ready to start your health and wellness journey? Look no further than this conversation today! I have with fitness empire owner and Momboss Brittany Burnham! Brittany is the CEO and Founder of Hitt with Britt and PWR- Power, Wellness and Recovery- located in Albany, NY. Brittany shares her journey from being a single parent in an abusive relationsh…
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Do you hate talking about Finances? I've been there and have had to learn how to embrace those conversations both at home and in business! Today's conversation is about the importance of financial planning and protection in the face of life's uncertainties such as death, disability, and divorce. I share my personal experience with being previously …
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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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Have you ever woken up one day and decided that you wanted to do something else professionally other than what you previously had been doing? I know I certainly have an so did this powerhouse of a human being! Today I have Erin Gerner with me. Erin, founder of Powerhouse Lawyers, shares her journey from practicing law to creating a community for fe…
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Friends, I cannot wait to launch this program to you! Ladies that Link is going LIVE Monday June 10th and will be open for 1 week and 1 week only. More in this episode on what to expect from the membership. Sign up for the wait list HERE. Can't wait to see you there! Support the Show. LINKS TO FREEBIES BELOW: WEEKLY NEWSLETTER where I share all the…
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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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