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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.
On this audio podcast episode, Miguel Gonzalez shares 6 ways to minimize your tax liability throughout the year. 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.fac…
On this week’s audio podcast, Miguel Gonzalez discusses how you can recognize and protect yourself against tax identity theft. 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->…
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Cortburg Speaks Retirement
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Ways to Minimize Tax on an Investment Portfolio
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6:51
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In this audio podcast episode, Miguel Gonzalez shares several approaches and strategies to minimize taxes on your investment portfolio. 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 F…
In this audio podcast, Miguel Gonzalez shares 4 key opportunities to consider that may recharge and reset your finances as you enter the new year. 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/CORTBURGRETIREMEN…
On this episode of Cortburg Speaks Retirement, Miguel Gonzalez shares a 10-question countdown for investors looking to enhance and expand their investment portfolio. 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/…
In this audio podcast episode, Miguel Gonzalez has compiled a year-end checklist for traditional and safe harbor 401k plans. 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-> h…
In this audio podcast episode, Miguel Gonzalez shares 12 financial items to consider going into “The New Year." This is Cortburg's year-end wealth planning guide. 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…
In this audio podcast, Miguel Gonzalez shares how to set an accumulation goal to achieve your overall retirement savings strategy. 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 Facebo…
As an entrepreneur, there are multiple demands on your time and matters that require prioritizing. On this audio podcast episode, Miguel Gonzalez talks about what women entrepreneurs should know about succession planning. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATE…
In this audio podcast, as we approach the end of the year, Miguel Gonzalez examines 4 critical areas to consider that may affect your finances. 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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Cortburg Speaks Retirement
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Women Who Are Living in the Sandwich Generation
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9:30
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In this audio podcast episode, Miguel Gonzalez shares tips for women and men living in the sandwich generation. If you find yourself sandwiched between caregiving demands, these are some strategies to navigate this life phase. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S…
On this audio podcast, Miguel Gonzalez shares the common factors that can affect your retirement income. 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.co…
In this podcast episode, Miguel Gonzalez shares 4 helpful Halloween lessons for investors. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc …
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Cortburg Speaks Retirement
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Have You Checked Your Retirement Plan Lately?
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10:04
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On this audio podcast, Miguel Gonzalez talks about the importance of reviewing your retirement plan at least once per year. 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-> ht…
On this audio podcast, Miguel Gonzalez shares a long-term care action plan that will provide step by step guidance for your insurance needs. 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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Cortburg Speaks Retirement
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5 Key Steps to Help Women Strengthen Their Business and Their Retirement
4:59
4:59
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On this audio podcast, Miguel Gonzalez shares 5 key steps to help women strengthen their business and retirement. 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.fa…
On this episode of Cortburg Speaks Retirement, Miguel Gonzalez shares how to find the right life insurance policy for you. 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…
In this audio podcast, Miguel Gonzalez shares the 6 potential 401k rollover pitfalls and how you can avoid 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 Facebook-> https://m.fac…
On this audio podcast episode, Miguel Gonzalez shares a few ideas of how you can save for your Retirement and your child's Education AT THE SAME TIME. 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/CORTBURGRETIR…
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Cortburg Speaks Retirement
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401(K) - The Preferred Vehicle for Retirement Savings
6:17
6:17
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On this audio podcast episode, Miguel Gonzales talks about the preferred vehicle to save for the retirement AND the one of the most desirable employee benefit - a 401k 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.yout…
On this episode of Cortburg Speaks Retirement, Miguel Gonzalez shares a retirement income roadmap to help you take charge of your own retirement planning. 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/CORTBURGR…
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Cortburg Speaks Retirement
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Lessons from the Great Recession of 2007–2009
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5:28
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On this audio podcast episode, Miguel Gonzalez shares lessons learned from the last great recession from 2007 to 2009. 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:/…
On this audio podcast, Miguel Gonzalez explains what a bear market is and why it matters to you. 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/Cortbu…
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Cortburg Speaks Retirement
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Balancing a Retirement Portfolio with Asset Allocation
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11:03
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In this audio podcast, Miguel Gonzalez explains how to balance your retirement portfolio using asset allocation strategies. 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-> ht…
In this audio podcast, Miguel Gonzalez explains investing in stocks. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twit…
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Cortburg Speaks Retirement
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Staying on Track with Your Retirement Investments
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8:25
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In this audio podcast, Miguel Gonzalez shares ways to help you stay on track with your retirement investments while building your retirement nest egg. 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/CORTBURGRETIR…
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Cortburg Speaks Retirement
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Retirement Planning DOES NOT stop in Retirement
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5:07
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In this audio podcast, Miguel Gonzalez shares 5 easy pointers to help you plan during all of your retirement years. This is important because retirement planning does not stop in retirement. 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: YouTub…
In this audio podcast, Miguel Gonzalez shares 3 tips to navigate this volatile market while staying CALM. 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.c…
In this audio podcast, Miguel Gonzalez shares 8 tips to help you survive a BEAR market. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twi…
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Cortburg Speaks Retirement
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6 Retirement Tips for Surviving the Sandwich Generation Squeeze
4:50
4:50
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4:50
Don't let your retirement dreams vanish before they get started. In this podcast, Miguel Gonzalez shares 6 tips to get your retirement on track while still prioritizing your family. 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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Cortburg Speaks Retirement
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Planning For Unexpected Costs Before You Retire
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7:04
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In this audio podcast, Miguel Gonzalez talks about planning for unexpected costs before retirement. Unexpected expenses will happen, which is why your retirement planning needs to incorporate more than just investments. 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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Cortburg Speaks Retirement
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5 Ways to Help Your Parents Prepare for Retirement
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4:45
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On this week's audio podcast, Miguel Gonzalez shares 5 ways to help your parents prepare for retirement. 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.co…
On this podcast, Miguel Gonzalez shares how an annuity can help restore your confidence in retirement. 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/…
In this week's audio episode, Miguel Gonzalez talks about how women can protect their assets. 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/CortburgI…
In this week's podcast, Miguel Gonzalez will help you understand how to incorporate charitable giving into your financial plan. He shares what constitutes a gift, how to choose a charity, tax benefits and the different ways to donate. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO …
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Cortburg Speaks Retirement
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Understanding Different Types of Annuities and Payout Options
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5:03
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It is important to know which type of annuity is suitable for you based on payout options, risk level, and income goals. For this reason, Miguel Gonzalez shares the different types of annuities and their payout options. 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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Cortburg Speaks Retirement
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Beginner's Guide to Investing after Retirement
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In this week's audio podcast, Miguel Gonzalez shares the basics for beginners interested in investing after retirement. 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:…
On this episode of "Cortburg Speaks Retirement," 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:/…
HAPPY MOTHER's DAY! On this week's audio podcast, Miguel Gonzalez shares the origin of Mother's Day. 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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Cortburg Speaks Retirement
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Retirement Planning Options for Business Owners
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7:26
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From your perspective as an employer, the challenge is finding the right plan. For this reason, Miguel Gonzalez shares many different types of retirement plans to choose from including their unique features. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOL…
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Cortburg Speaks Retirement
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4 Things Women Need to Know about Social Security
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10:51
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On this week's audio podcast, Miguel Gonzalez shares the four things women need to know about social security. 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.faceb…
Everyone needs to clean-up their financial clutter at least once a year; therefore, Miguel Gonzalez shares how you can spring clean your investments. 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/CORTBURGRETIRE…
In this week's podcast, Miguel Gonzalez talks about how important financial decisions are for women as they typically live longer, have more breaks in employment, and earn less. 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.…
In this week's audio podcast, Miguel Gonzalez talks about the options you should consider when rolling over your 401k retirement account. Knowing the four options, each offering advantages and disadvantages, will allow you to make a smart decision regarding your retirement assets. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, …
On this week's audio podcast, Miguel Gonzalez talks about how inflation can change your retirement lifestyle. Following his 3 steps won't solve ALL your retirement questions, but they can go a long way to helping make sure you are not overlooking retirement's silent killer. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AI…
On this week's audio podcast, Miguel Gonzalez shares whether you should pay down your debt or save for retirement. 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.f…
On this week’s audio podcast, Miguel Gonzalez discusses what he calls "the case of the missing money" or where does your money go. 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 Facebo…
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Cortburg Speaks Retirement
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Retirement Contribution Limit Changes for 2022
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Cortburg Speaks Retirement - episode #73: Retirement Contribution Limit Changes for 2022 / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management On this week's podcast, Miguel Gonzalez discusses the retirement contribution limit changes for 2022. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA…
On this week's audio podcast, Miguel Gonzalez talks about how Identity theft runs rampant during tax season and how you can protect yourself from scams. 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/CORTBURGRET…
On this week’s audio podcast, Miguel Gonzalez shares 5 healthy habits for financial wellness. 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/CortburgI…
