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Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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Cortburg Speaks Retirement is a weekly program that looks at new and relevant investment topics each Wednesday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with Certified Retirement Counselor, Miguel Gonzalez.
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Preparing for retirement can sometimes feel like you’re gearing up for battle. You have to mount defenses against fees, volatility and taxes while strategizing your balance of risk vs. safety. Like going into real battle, it can be intimidating without the right preparation. But that’s why Certified Financial Planner Jeff Christian is here. He wants to provide you with the armor you need before going onto the financial battlefield. On this show, you'll learn how to plan, protect, and provide ...
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Join Miguel Gonzalez, Certified Retirement Counselor, as he unpacks the latest changes in retirement planning for 2024. Learn about increased contribution limits, tax threshold adjustments, and innovative strategies to secure your financial future. Don't miss out on valuable insights to adapt and thrive in the evolving retirement landscape! Cortbur…
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On this week’s episode, Miguel talks leap years and the little-known ways it can impact your finances! About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets …
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In this week's podcast, Miguel delves into strategies for couples aiming to synchronize their retirement plans and offers guidance for achieving this shared milestone together. Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirem…
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Cortburg Speaks Retirement - episode #174: How to Estimate Your Quarterly Taxes as a Small Business Owner / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's podcast, Miguel explains how small business owners can pay estimated taxes to help avoid penalties at the end of the year. About Cortburg Ret…
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Cortburg Speaks Retirement - Episode #173: Protect Yourself From Tax Identity Theft as You Approach Retirement In this week's podcast, Miguel walks you through the steps to protect yourself from different types of identity theft. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning fir…
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Cortburg Speaks Retirement - Episode #172: 2024 Contribution Limits: What’s New? / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's episode, Miguel reviews important changes to retirement contribution limits for 2024. Cortburg, retirement, retirement planning, retirement tips, retirement income, r…
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Cortburg Speaks Retirement - episode #171: 5 Financial Wellness Myths Surrounding Near Retirees / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel discusses financial wellness myths for retirees and those nearing retirement. The internet is full of retirement information but…
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Cortburg Speaks Retirement - episode #170: Creating Financial Resolutions as a Couple / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel discusses financial resolutions worth considering for couples and individuals. It's a new year and the time of year when you want to make …
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Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, Miguel Gonzalez shares a few goals to help you get started in setting business goals for a Prosperous New Year. Cortburg Speaks Retirement - episode #169: 6 Business Goals for a Prosperous New Year / Investment in Stock M…
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Cortburg Speaks Retirement - episode #168: Ringing in the New Year in Your Golden Years/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirement…
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Cortburg Speaks Retirement - episode #167: 8 Tips to Stay on Track with Your Holiday Budgeting / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #re…
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Cortburg Speaks Retirement - episode #166: Dos and Don'ts for Investing During the Holidays / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retir…
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Cortburg Speaks Retirement - episode #165: How To Navigate Global Geopolitical Events / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementg…
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Cortburg Speaks Retirement - Episode #164: Women and Philanthropy: A Guide to Giving / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgo…
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In this audio podcast episode, Miguel Gonzalez shares 4 Thanksgiving lessons to help you and your family plan for your finances. Cortburg Speaks Retirement - episode #163: 4 Thanksgiving Lessons for a Feast-Worthy Financial Plan / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #reti…
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Cortburg Speaks Retirement - episode #162: Trusts and Year-End Planning: A Checklist / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management On this week’s audio podcast, Miguel Gonzalez shares a checklist to help you complete your year-end estate planning. Tags: #Cortburg #retirement #retirementplanning #retirementt…
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Cortburg Speaks Retirement - episode #161: Women, Don't Sell Yourself (Or Your Business) Short / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #re…
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Cortburg Speaks Retirement - episode #160: Tax Planning and Financial Planning Go Hand in Hand / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management With tax season coming to an end, it’s the ideal time to use this year's tax return to help update your financial plan. In this audio podcast episode, Miguel Gonzalez …
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In this video, Miguel Gonzalez shares a few reasons why working with a financial professional is not as scary as you may think. Cortburg Speaks Retirement - episode #159: 4 Reasons Working with a Financial Professional Is Not as Scary as You Think / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortbur…
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Cortburg Speaks Retirement - episode #158: Retirement Security Starts With Visualizing Your Future / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares tips on how visualization can help you plan for retirement. Welcome to Cortburg Speaks Retirement Podcast wit…
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Cortburg Speaks Retirement - episode #157: Succession Planning for Women Business Owners / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares a few tips to planning for your business's future. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, …
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Cortburg Speaks Retirement - episode #156: 4 Unique Opportunities for Women Business Owners / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares 4 unique opportunities available for women business owners to grow their businesses. Welcome to Cortburg Speaks Reti…
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Cortburg Speaks Retirement - episode #155: How to Make Keeping Track of Your Finances Easy / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's audio podcast, Miguel Gonzalez talks about strategies to help you track your finances more easily. Welcome to Cortburg Speaks Retirement Podcast with Miguel…
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Cortburg Speaks Retirement - episode #154: Estate Planning and Asset Protection Are They The Same / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's audio podcast, Miguel Gonzalez explains the key differences between estate planning and asset protection, as well as the optimal occasions when you s…
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Cortburg Speaks Retirement - episode #153: Figuring Out a 401(k) Strategy That Works for You/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's audio podcast episode, Miguel Gonzalez talks about the most challenging aspect of investing your 401(k) - matching your tolerance for risk with your invest…
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Cortburg Speaks Retirement - episode #152: 3 Ways To Improve Your Finances for Self-Improvement Month / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares a few simple tips that may help improve your personal finances so that you may move on to other important …
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Cortburg Speaks Retirement - episode #151: Teach Your Children Well: Basic Financial Education/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast, Miguel Gonzalez urges parents to teach their children some basic financial education. As soon as children begin to handle money, start teaching t…
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Cortburg Speaks Retirement - episode #150: Retirement Re-education_ It's Back to School Time for Retirement Planning / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management On this audio episode of Cortburg Speaks Retirement, Miguel Gonzalez talks about back-to-school retirement planning strategies. Now is the time t…
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Cortburg Speaks Retirement - episode #149: High Earning Women and Wealth Management/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Women have unique needs that often differ from their male counterparts. For this reason, in this audio episode, Miguel Gonzalez talks about wealth management for high-earning wome…
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Cortburg Speaks Retirement - episode #148: 6 Tennis Tips to Help Make Your Retirement a Grand Slam / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares 6 tennis tips to help make your retirement a Grand Slam. Prepare yourself for peak performance during the gam…
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In this audio podcast episode, Miguel Gonzalez shares 3 tips that may help you work toward your financial success - on and off the golf course. 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/CORTBURGRETIREMENTAD…
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In this audio podcast episode, Miguel Gonzalez talks about investing as a couple by sharing investment goals and how to reach them. 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 Faceb…
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In this audio podcast episode, Miguel Gonzalez shares tips and strategies for women to navigate the sandwich generation phase of life. If you find yourself sandwiched between caregiving demands, here are some strategies for you. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL…
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In this audio podcast episode, Miguel Gonzalez talks about the strong relationship between your financial and social life. 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-> htt…
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In this audio podcast episode, Miguel Gonzalez shares a few tips for women to build financial independence. 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…
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If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. In this audio podcast episode, Miguel Gonzalez shares some tips and tricks to help you deal with market volatility and assess the quality of your current investments. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, A…
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In this audio podcast episode, Miguel Gonzalez talks about the pros and cons of investing in permanent life insurance. 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:/…
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On this audio podcast episode of Cortburg Speaks Retirement, Miguel Gonzalez talks about how to plan and save for retirement, and how it can be like planning for your summer break. 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:/…
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On this audio podcast episode, Miguel Gonzalez talks about 5 trends that will define employee benefits in 2023 and how they will evolve the employee benefits landscape for the future workforce. 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: You…
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On this audio episode, Miguel Gonzalez shares 5 tips to help you get started on your estate plan. 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/Cortb…
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In this audio podcast episode, Miguel Gonzalez talks about 4 financial goals that older individuals may consider for their money milestones. 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/CORTBURGRETIREMENTADVIS…
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In this audio podcast episode, Miguel Gonzalez talks about the importance of having enough life insurance and how to determine the appropriate amount of coverage. 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/C…
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In this audio podcast episode, Miguel Gonzalez shares 5 financial planning tips for working mothers. 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/Co…
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In this audio podcast, Miguel Gonzalez talks about 7 reasons to invest in women-owned businesses and how to get started. 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…
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In this audio podcast episode, Miguel Gonzalez shares a few steps you may wish to take to become a retirement SUPER SAVER 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-> http…
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In this audio podcast episode, Miguel Gonzalez talks about 6 money myths that tend to restrict people’s thinking regarding their money, which can potentially limit their wealth opportunities. 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: YouTu…
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In this audio podcast episode, Miguel Gonzalez talks about ways to optimize your social security retirement benefits by getting the best possible return possible on each dollar you have contributed to the system. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAS…
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In this audio podcast, Miguel Gonzalez shares some social security strategies that can help you boost your monthly benefit amount to get the most from your social security benefits. 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:…
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In this audio podcast, Miguel Gonzalez talks about 3 ways to make income after you retire. If you follow his tips, you can generate extra cash while also remaining active and engaged in your passions during retirement. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST …
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On this audio podcast, Miguel Gonzalez talks about Spring and how this is a good time to refresh your retirement plan. 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:/…
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