Best CPFA Podcasts (2024)

1
When to Collect Social Security? 7:13

2d 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
Diversification Only Works If You Are Diversified 23:22

7d ago23:22

23:22

Many #investors think they understand the concept of #diversification - but most portfolios fall victim to #skew, which can damage results in both an up or down #market. In this episode of #MoneyGuidewithMarySterk, we discuss how to #allocate and maintain a #diversified #portfolio. Feat Mary Sterk & Kelsey Bankey #assetclass #assetallocation #risk …

1
All About Your IRA 25:17

7d ago25:17

25:17

There are many types of IRAs - and people frequently don’t understand the differences or some of the rules. In this episode of #MoneyGuidewithMarySterk, we give you an #IRA overview in a simple and easy to understand way. #taxes #rothira #taxbreak #investment #401k #roth401k Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary St…

1
How The Fiduciary Rule Impacts YOU 22:33

7d ago22:33

22:33

What is a fiduciary? In this episode of #MoneyGuidewithMarySterk, we share what the fiduciary standard means for you and your #retirement accounts. #assets #rollover #IRA #advisor #CFP #risktolerance #insurance #investment #statefarm Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule a…

1
10 Common Fears Of People With Money 24:25

7d ago24:25

24:25

People of all #wealth levels have unique struggles, worries and challenges when it comes to #money. In this episode of #MoneyGuidewithMarySterk, we discuss 10 of the top worries that people with larger amounts of money often have. #investing #loans #relationship #dating #lawsuit #health #medical #celebrities #fiduciary #identitytheft #bankstatement…

1
Estate Planning With Digital Assets 24:06

7d ago24:06

24:06

#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan. #will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login…

1
Maximizing Your Social Security 23:21

7d ago23:21

23:21

Many people are confused about the best way and the best time to begin taking their #socialsecurity check. In this episode of #MoneyGuidewithMarySterk, we discuss ways to maximize your own personal social security. #retirement #lifeexpectancy #benefits #retirementplanning #retirementgoals #widow #divorce Feat Mary Sterk & Kelsey Bankey Subscribe to…

1
How to Pick a Stock 24:26

7d ago24:26

24:26

Buying and selling #stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode of #moneyguidewithmarysterk, we take you through a unique methodology to evaluate when it is time to buy or sell your #stock Feat Mary Sterk & Kelsey Bankey #agriculture #tech #financial #johndeere #investing #fundam…

1
Estate Planning with Digital Assets 24:06

7d ago24:06

24:06

#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan. #will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login…

1
Should Retirement Be Hard Work? 4:57

9d 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

17d 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
MONEY IN A MINUTE Oprah Money Quote 0:55

23d ago0:55

0:55

We all recognize #Oprah is an icon. She’s truly a #ragstoriches story and has undoubtedly learned a lot of lessons about #money in her life. #oprahwinfrey #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialse…

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

24d 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

1M 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

1M 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

1M 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 - …

1
May 29th is National 529 Day! 5:54

2M ago5:54

5:54

This week Miguel Gonzalez, CRC, breaks down the advantages of 529 college savings plans, offering essential tips for securing your child's future education and maximizing your financial planning. Cortburg Speaks Retirement - episode #189: May 29th is Nationwide Celebration of 529 Day About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advi…

1
How Do Rising Interest Rates Impact Me? 21:50

2M ago21:50

21:50

The Fed has bumped up the #interestrates twice in the last 6 months, and says they intend to keep doing so over the next few years. In this episode of #MoneyGuidewithMarySterk, we share how rising interest rates actually affects YOU. Feat Mary Sterk & Kelsey Bankey #federalreserve #inflation #bank #loan #fixedincome #socialsecurity #wealth #strateg…

1
Planning for Retirement Doesn't Stop at Retirement! 5:24

2M ago5:24

5:24

Discover expert retirement insights with Miguel Gonzalez, CRC, as he shares 5 essential tips for planning during your golden years. From managing costs to clarifying your wishes, tune in for practical advice to secure your retirement future! Cortburg Speaks Retirement - episode #188: Retirement Planning Does Not Stop in Retirement. About Cortburg R…

1
EP134: The Financial Backbone of Business Success with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA 42:22

2M ago42:22

42:22

Join us for a deep dive with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA, as he discusses the crucial role of understanding and managing finances both personally and in business. Learn the importance of strategic financial planning, preparing for business exits, and the bespoke challenges and solutions for small business owners. Don't miss out o…

1
Estate Planning for Everyone 4:50

2M ago4:50

4:50

Cortburg Speaks Retirement - episode #187: Estate Planning For Everyone Join Miguel Gonzalez, Certified Retirement Counselor, as he discusses the importance of estate planning in securing your family's future. Learn about drafting wills, titling assets, and reviewing life insurance plans to protect your loved ones. Cortburg, retirement, retirement …

1
EP133: Essential Skills Anyone Can Learn to Become a Sales Master with Joe Graham 29:32

2M ago29:32

29:32

What if you could transform your sales approach? Join us as Joe Graham, a sales expert with over two decades of experience, shares his insights on a value-driven, problem-solving strategy that diverges from traditional pushy sales tactics. Discover how authenticity and strategic thinking can revolutionize your sales process and nurture sustainable …

1
MONEY IN A MINUTE Celebrity Money Mistakes: Bono & Justin Timberlake 0:54

2M ago0:54

0:54

Some #celebrities pour massive amounts of money into a single venture. And if that venture doesn't go well, it can cause major losses. #JustinTimberlake #MySpace #Facebook #Bono #U2 #PalmPilot #smartphone #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #4…

1
MONEY IN A MINUTE: When Should You Retire? 0:54

2M ago0:54

0:54

#Retirement is a significant life milestone, and the timing of when to do it varies from person to person. It depends on factors such as your financial situation, personal #goals, and #health. Some people prefer to retire early to enjoy leisure years, while others continue working for as long as they can. #retirementplan #moneyinaminute #forbes #fi…

1
EP132: Conquer Financial Limits and Embrace a Savvy Money Mindset with Leisa Peterson 44:17

2M ago44:17

44:17

Leisa Peterson boots your financial knowledge by exploring the value of effective money management. She addresses challenges like the scarcity mindset and investing obstacles, and shares strategies to become more money-conscious. Tune in to disconnect your self-worth from your financial status and make peace with money! Key takeaways to listen for …

1
Understanding the FIRE Movement 5:11

2M ago5:11

5:11

Join Miguel Gonzalez, Certified Retirement Counselor, as he delves into the popular retirement acronym FIRE (Financial Independence - Retire Early). Discover if this movement is right for you and your family. Cortburg Speaks Retirement - episode #186 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique f…

1
What You Need to Know About Financial Fraud 6:34

3M ago6:34

6:34

Cortburg Speaks Retirement - episode #185: What You Need to Know About Financial Fraud This week Miguel uncovers the world of financial fraud. Learn about common scams, psychological tactics used by con artists, and how to protect yourself from falling victim. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, …

1
EP131: Tech Tools for Transforming Traditional Business Practices with Justin Benson 48:38

3M ago48:38

48:38

In this episode, join us as we delve into Justin Benson's entrepreneurial journey, highlighting how he has never worked a conventional W-2 job and sharing insights into how automating systems and processes has significantly boosted the efficiency of his ventures. Listen to learn about his unique start in entrepreneurship, his ventures across variou…

1
Investing in your 60s and Beyond 5:20

3M ago5:20

5:20

Cortburg Speaks Retirement - episode #184: Investing in Your 60s and Beyond This week Miguel Gonzalez, Certified Retirement Counselor, discusses investment strategies for those approaching retirement age. Learn how to assess your retirement needs, allocate assets wisely, and plan withdrawals effectively to ensure financial security in your golden y…

1
EP130: Trailblazing Training Methods for Next-Gen Surgeons with Jeanette Laine 42:35

3M ago42:35

42:35

You are in for a ride full of knowledge as Jeanette Laine, a serial entrepreneur and the innovative force behind SurgiSTUD, entails her journey from working under a venture capitalist to pioneering a company that offers 3D-printed alternatives to cadavers for surgical training. Listen to discover the challenges and triumphs of bringing a novel prod…

1
Spring Clean Your Finances 5:04

3M ago5:04

5:04

In this week's episode, Miguel Gonzalez discusses the importance of financial spring cleaning. From budget reassessment to debt reduction strategies, tune in for expert tips to rejuvenate your finances and secure your financial future. Don't miss out on essential advice for every stage of life, from your first job through retirement. Cortburg Speak…

1
EP129: A New Era of Home Makeovers for Top-Quality Customer Experience with Jeremy Maher 49:27

3M ago49:27

49:27

In this enlightening episode, we're diving into the world of home remodeling with Jeremy Maher, co-owner of Phoenix Home Remodeling. Discover how Jeremy and his team have leveraged technology, processes, and a keen focus on customer experience to stand out in the competitive home remodeling industry. Learn about the challenges and triumphs of build…

1
Time-Tested Strategies for Today's Investor 23:31

3M ago23:31

23:31

#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events. In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include: #investing #blackmonday #tech #assetclasses #portfolio …

1
MONEY IN A MINUTE Celebrity Money Mistakes: Mike Tyson 0:56

3M ago0:56

0:56

What #celebrity money mistake did we learn from #MikeTyson? Ears are not for biting and #money doesn’t last forever. Tyson was the world #heavyweight champion, worth over $300 million at the height of his career in boxing. However, his career came to a sudden halt in 1997 with the legendary ear-biting incident with #EvanderHolyfield. And his ridicu…

1
5 Financial Bad Habits to Cut This Year 5:24

3M ago5:24

5:24

Unlock financial success by identifying and addressing overlooked money habits! Join Miguel Gonzalez this week as we delve into common yet overlooked financial pitfalls that could be undermining your financial health. Learn how to curb emotional spending, manage small expenses, and more! About Cortburg Retirement Advisors, Inc. Cortburg Retirement …

1
EP128: Diving Deep into the Crypto Craze and Startup Hustle with Boz Menzalji 34:02

3M ago34:02

34:02

If you're intrigued by the future of tech and crypto, Boz Menzalji's insights provide a roadmap for navigating this dynamic landscape. Join us as he shares his entrepreneurial journey from immigrating at a young age to becoming a pioneer in the digital and crypto space. Learn more about crypto strategies, blockchain infrastructure, and the evolving…

1
Top Financial Habits for Female Entrepreneurs 5:02

4M ago5:02

5:02

This week, Miguel Gonzalez, Certified Retirement Counselor, focuses on female entrepreneurs as he dives into essential financial strategies to bolster their retirement planning. Gain insights on investing, debt management, and more to pave the way for a secure financial future. Cortburg Speaks Retirement - episode #181: Managing Your Money: Top Fin…

1
EP127: High-Level Metrics Every Business Owner Should Be Tracking with Dallas McLaughlin 37:57

4M ago37:57

37:57

If you want to ascertain whether your business is truly thriving, this episode has got you covered! Digital marketing guru Dallas McLaughlin shares his journey from a web development specialist to a pioneer in digital advertising. Gain invaluable insights on navigating digital marketing shifts, capitalizing on opportunities amid the COVID-19 pandem…

1
Empowering High-Earning Women on the Path to Financial Success 5:25

4M ago5:25

5:25

Join Miguel Gonzalez, Certified Retirement Counselor, as he shares 5 empowering strategies for high-earning women to build credit confidence. From understanding the basics to strategic credit card use, learn how to take charge of your financial journey with intention and confidence. Cortburg Speaks Retirement - episode #180: Empowering High-Earning…

1
EP126: Scaling Your Business Beyond Your Comfort Zone with Sergei Guk 40:58

4M ago40:58

40:58

Navigate through the tumultuous waters of business challenges to emerge stronger and more focused than ever by diving into our conversation with Sergei Guk. Learn critical insights in overcoming business challenges, the pivotal role of coaching in entrepreneurial growth, and the power of mindset and delegation. Discover how to reignite your passion…

1
Luck of the Investor - Making Your Own Luck on St. Patrick's Day 5:17

4M ago5:17

5:17

Unlock the secrets to making your own investment luck this St. Patrick’s Day with Miguel Gonzalez, Certified Retirement Counselor! Join us as we explore the impact of luck on investment returns and discover practical steps to enhance your financial success. Cortburg Speaks Retirement - episode #179: Luck of the Investor: Making Your Own Luck on St.…

1
EP125: Building Better Homes One Steel Frame at a Time with Dean Pardee, MBA 40:59

4M ago40:59

40:59

Your home is a lifetime investment, so why not build it to last? Dive in as Dean Pardee highlights the potential of using steel over wood to revolutionize how you build strong and sustainable homes. Get insider wisdom on the misconceptions about prefabrication and the challenges of adopting new methods in construction when you tune in! Key takeaway…

1
MONEY IN A MINUTE What is a Fiduciary? 0:56

4M ago0:56

0:56

When you're talking about holistic planning and you're trying to find that collaborative partner, it's important for you to find somebody to work with who acts as a fiduciary. A fiduciary is somebody who is bound by the highest legal duty to ethically act in the best interest of their clients. Every Sterk Financial Services client has access to an …

1
EP124: Utilizing Self-Care and Tech as the Winning Combo for Thriving Business Ventures with Shawna Ruff 33:55

4M ago33:55

33:55

Have you ever wondered how self-care and technology play a role in your business’ success? Shawna Ruff joins us in a thought-provoking conversation on the crucial role of self-care in navigating key moments in your entrepreneurial journey. She’ll also delve into the power of technology in supporting small businesses, so listen until the end! Key ta…

1
Why Your Credit Score Matters in Retirement 7:58

4M ago7:58

7:58

Cortburg Speaks Retirement - episode #178: Why Your Credit Score Matters in Retirement Discover why your credit score is your retirement lifeline with Miguel Gonzalez, Certified Retirement Counselor. From unlocking better loan rates to seizing new opportunities, learn how a stellar credit score can transform your retirement journey! About Cortburg …

1
EP123: Entrepreneurial Strategies to Grow From Bootstrapped to Billions with Trenton McMinn 46:41

4M ago46:41

46:41

Discover Trenton McMinn's path of self-discovery and entrepreneurial success! Explore the keys to building a thriving business and tips to navigate the challenges of starting your venture. Tune in and don't miss out on this opportunity to learn how you can overcome the anxiety often associated with launching your entrepreneurial dreams! Key takeawa…

1
Get Your Retirement Ducks In A Row 22:52

4M ago22:52

22:52

Are your retirement ducks in a row? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey discuss the main issues that face retirees and how to approach them so you can retire with confidence. Topics include: Emotions Health Insurance Medicare Nursing Home Assets Income Liquidity Taxes Investments Skew Stock…

1
EP122: The Public Relations (PR) Playbook for Marketing Mastery with Jennifer Adler 46:23

4M ago46:23

46:23

Unleash the hidden power of public relations with Jennifer Adler, revealing how it can skyrocket your brand awareness, build trust, and propel your marketing efforts to new heights. Learn the power of storytelling in building customer relationships to turn buzz into sales and fuel your marketing success. Tap the play button to learn more! Key takea…

1
EP121: Global Expansion Strategies for Entrepreneurial Domination with Babak Motamedi 48:19

4M ago48:19

48:19

Join us in exploring the ever-growing entrepreneurial landscape with Babak Motamedi as your guide. Press the play button to uncover the power of continuous action and cultural understanding in expanding your reach to global ventures and the vision behind his groundbreaking project, Commercial Environment TV (CETV) Now! Key takeaways to listen for C…

1
Retirement Planning: A Map to Changes in 2024 5:54

5M ago5:54

5:54

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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