Best Certified Retirement Counselor Podcasts (2025)

1
FIRE vs. DIRE: Two Different Retirement Strategies – Which One is Right for You? 7:18

2h ago7:18

7:18

Should you retire early and embrace financial independence (FIRE), or delay retirement and maximize benefits (DIRE)? In this episode, Miguel Gonzalez, CRC®, breaks down the pros and cons of both strategies to help you make an informed decision about your future. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service…

1
Compounding Changes in Real Estate: An interview with Rich Ganim 42:31

2d ago42:31

42:31

There is change in any professional career. If you're not evolving, the career will leave you behind. In no profession is this more true than in real estate. Technology, economical conditions, marketing trends, etc. The same goes for someone buying or selling a home. It's different than it was the last time you did it. Either way, it's better to st…

1
Retirement Taxes Explained: How to Pay Less and Keep More of Your Savings! 6:28

16d ago6:28

6:28

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 comm…

1
External and Internal Health: A Conversation with Juli Smolen 40:27

15d ago40:27

40:27

Wanting to be healthy is one thing. Knowing how to be healthy is another thing. But taking the first step toward a healthy lifestyle is something else entirely. It's not easy to make changes, but a few steps toward positive change today can add up to big changes in the future. Like investing, compounding change is at work in your health, too. In th…

1
Helping Aging Parents with Finances: Smart Steps for Financial Security 4:56

23d ago4:56

4:56

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 sp…

1
Post-Holiday Recovery: Smart Financial Tips to Rebuild Savings and Pay Off Debt 4:17

1M ago4:17

4:17

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…

1
The Impact of the Muscular Dystrophy Association: An interview with OAPFF's Bill Matthews 32:16

1M ago32:16

32:16

When you see those firemen at the intersection and you wonder what that's all about, it's about raising funds for the Muscular Dystrophy Association. How that works, what happens behind the scenes, and why it makes a difference that you help to "Fill the Boot" is the topic of this episode of the Compounding Change Podcast. In this episode of Compou…

1
Money Management for Career Success | Smart Income Strategies for a Secure Future 6:08

1M ago6:08

6:08

In this episode, Certified Retirement Counselor Miguel Gonzalez shares essential income management techniques to help you budget, save, invest, and plan for 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…

1
529 Plans Explained: Tax Benefits & Savings Strategies 6:53

1M ago6:53

6:53

Discover everything you need to know about 529 plans—how they help fund education, provide tax benefits, and act as a wealth transfer tool. Join Miguel Gonzalez, CRC, for insights that can impact your family’s future. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets …

1
Maxed Out Your 401(k)? Top Retirement Savings Strategies 4:56

1M ago4:56

4:56

Miguel Gonzalez shares smart strategies for growing your retirement savings beyond your 401(k). Learn about IRAs, HSAs, and more. 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 pl…

1
6 Signs You're Not Saving Enough 6:36

2M ago6:36

6:36

Miguel Gonzalez, CRC, breaks down 6 signs that your retirement savings may be falling short. Learn practical strategies to adjust your financial planning and ensure a more secure 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 reti…

1
Top 5 RMD Mistakes to Avoid in 2025 7:15

2M ago7:15

7:15

Miguel Gonzalez, CRC, shares the top five RMD mistakes and how to avoid costly penalties. Stay on track with your retirement withdrawals! 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 an…

1
Marcy Schoenborn: Compounding Change for Health 35:33

2M ago35:33

35:33

It's hard to see the evidence in small changes on a day to day basis. But it's easy to look back over time and see what you've accomplished. And not a long time either, as age is not significant when it comes to change. In this episode of Compounding Change, Shannon Davis speaks with Marcy Schoenborn, Author, and owner of Scho Fit, and a personal t…

1
New Year, New Goals: Resolutions for Your Retirement Success 4:36

2M ago4:36

4:36

Ready to make the most of your retirement this year? Join Certified Retirement Counselor Miguel Gonzalez as he shares practical New Year’s resolutions to improve your finances, health, and happiness in retirement. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from…

1
6 Year-End Giving Tips for Tax Savings 7:23

3M ago7:23

7:23

In this week's holiday episode, Miguel Gonzalez, Certified Retirement Counselor, shares 6 effective strategies to make the most of your charitable contributions while saving on taxes. 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.…

1
12 Days of Year-End Planning 7:19

3M ago7:19

7:19

Wrap up the year with confidence! Miguel Gonzalez, CRC, shares 12 quick, actionable steps to get your finances in order before the year ends. 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, estat…

1
Entrepreneurial Transition: A Conversation with Lee and Ashlea Sikon 27:36

3M ago27:36

27:36

In this episode of Compounding Change, host Shannon Davis speaks with Lee and Ashlea Sikon, both military veterans and owners of North 41 CrossFit. Both have gone through considerable change, transitioning from the military to entrepreneurial efforts, while making sure life is getting paid for along the way. They discuss their motivations for joini…

1
How Much Should You Have Saved in Your 401(k) by Now? 8:29

3M ago8:29

8:29

Wondering if your 401(k) savings are on track? Learn key benchmarks by age, tips to grow your retirement account, and how to plan for a financially secure 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 wea…

1
End the Year Strong: Year-End Financial Review Tips 5:17

3M ago5:17

5:17

With the year coming to a close, now is the time to review your finances. Miguel Gonzalez shares practical tips to help you save more, reduce taxes, and prepare for a successful financial 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…

1
Overcoming Self-Sabotage: An Interview with Jenna Stoliker, Part 2 22:11

3M ago22:11

22:11

In this episode of the "Compounding Change podcast with Shannon Davis", host Shannon Davis interviews Jenna Stoliker, Leadership Coach for Conscious Leadership specializing in empowering women in the workplace. They discuss the concept of self-sabotage and how it hinders our success. Jenna introduces the concept of Positive Intelligence (PQ) and ex…

1
5 Holiday Budgeting Strategies to Keep Your Finances Merry and Bright 5:45

4M ago5:45

5:45

The holidays can bring joy—and financial stress. In this episode, Miguel Gonzalez, Certified Retirement Counselor, shares 5 practical strategies to help you budget smarter, avoid debt, and enjoy the season without breaking the bank. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preser…

1
Get Up to Speed on Retirement: Essential Steps for Financial Security 4:57

4M ago4:57

4:57

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…

1
Avoid These 5 Common Roadblocks to a Successful Retirement 5:25

4M ago5:25

5:25

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,…

1
Trusts Explained: Myths & Benefits 6:25

4M ago6:25

6:25

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…

1
Setting Goals and Planning for the Future: An Interview with Bryan Lefelhoc 12:02

4M ago12:02

12:02

In this episode of the Compounding Change Podcast, Shannon Davis interviews Bryan Lefelhoc, founder of Bryan Media Strategies, host of the Purpose Under Pressure podcast, and the producer of the Compounding Change Podcast about his career transitions and the importance of embracing change. Bryan shares how he went from wanting to be a DJ to working…

1
Switching Gears: An Interview with Cindy Farnham 19:26

5M ago19:26

19:26

In this episode of the Compounding Change Podcast, Cindy Farnham, National Marketing Director for Juice Plus shares her powerful story of change and transformation. Cindy was a dental hygienist for 30 years, building beautiful relationships with her patients. However, the culture in her office changed, and she no longer felt valued. Despite this, s…

1
Financial Strategies for the Sandwich Generation | Retirement Planning with Miguel Gonzalez 5:01

5M ago5:01

5:01

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…

1
How to Protect Your Retirement from Market Volatility | Financial Planning Tips 6:09

5M ago6:09

6:09

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…

1
How to Retire by 40 11:58

5M ago11:58

11:58

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…

1
October is Financial Planning Month! 7:13

5M ago7:13

7:13

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…

1
How to Save During Inflation 4:25

5M ago4:25

4:25

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…

1
Choosing the Right Retirement Contributions 9:22

6M ago9:22

9:22

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…

1
Daily Practices for Daily Power: An Interview with Jenna Stoliker 25:42

6M ago25:42

25:42

This is the first episode of the Compounding Change podcast. Shannon Davis is a financial advisor and certified retirement counselor focused on helping firefighters and first responders achieve a secure and fulfilling future. In her podcast, she shares stories of change that people of all walks of life experience, and how they can take advantage of…

1
Your 6-Step Retirement Check-up! 5:31

6M ago5:31

5:31

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…

1
Are You a Retirement Expert? 9:34

6M ago9:34

9:34

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…

1
Don't Stress Over Your Retirement Goal! 9:48

6M ago9:48

9:48

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 …

1
Paving Your Road to Retirement 5:38

7M ago5:38

5:38

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…

1
10 Years and Counting....6 Tips for those Approaching Retirement! 11:15

7M ago11:15

11:15

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…

1
Maximizing Your Retirement Income 5:29

7M ago5:29

5:29

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…

1
5 Keys to Family Wealth Meetings 8:02

7M ago8:02

8:02

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…

1
Planning Your Retirement Flight Plan 5:04

8M ago5:04

5:04

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-…

1
5 Strategies to Preserve Your Finances 4:46

8M ago4:46

4:46

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…

1
A Recipe for Retirement 6:11

8M ago6:11

6:11

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…

1
When to Collect Social Security? 7:13

8M ago7:13

7:13

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…

1
Should Retirement Be Hard Work? 4:57

8M ago4:57

4:57

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…

1
Investing in Your Health 6:02

9M ago6:02

6:02

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…

1
7 Tips for to Protect Your Financial Data For Retirement 5:33

9M ago5:33

5:33

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…

1
Planning for Unexpected Costs in Retirement 7:24

9M ago7:24

7:24

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…

1
Why Trying to Time the Markets is Unwise 6:45

9M ago6:45

6:45

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…

1
5 Common Misconceptions About Retirement 4:52

10M ago4:52

4:52

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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Certified Retirement Counselor Podcasts

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