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Content provided by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Trusts and Year-End Planning

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Manage episode 383964157 series 2792960
Content provided by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #ApplePodcasts #Spotify #AmazonMusic #Stitcher #iHeartRadio #Pandora #TuneIn #PodcastAddict #Podchaser #PocketCasts #Deezer #ListenNotes #PlayerFM #Castbox #Podfriend

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 from their first job through retirement. Cortburg’s “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and 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:

  continue reading

193 episodes

Artwork
iconShare
 
Manage episode 383964157 series 2792960
Content provided by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #ApplePodcasts #Spotify #AmazonMusic #Stitcher #iHeartRadio #Pandora #TuneIn #PodcastAddict #Podchaser #PocketCasts #Deezer #ListenNotes #PlayerFM #Castbox #Podfriend

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 from their first job through retirement. Cortburg’s “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and 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:

  continue reading

193 episodes

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