Episodes

  • New Year, New Goals: Resolutions for Your Retirement Success
    Jan 1 2025

    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 your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.




    #RetirementPlanning #NewYearsResolutions #FinancialGoals #RetirementSuccess #BudgetTips #HealthyAging #ActiveLifestyle #EstatePlanning #RetirementGoals #InsuranceReview #HealthyMind #RetirementIncome #FinancialWellness #GoldenYears #MindBodyFinances #StayActive #RetirementAdvice #SmartRetirement #MoneyManagement #CortburgAdvisors

    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://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


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    5 mins
  • 6 Year-End Giving Tips for Tax Savings
    Dec 26 2024

    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. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.




    #YearEndGiving #TaxSavings #CharitableGiving #RetirementPlanning #FinancialAdvice #GivingSeason #TaxBenefits #CharityStrategies #SmartGiving #RetirementIncome #FinancialPlanning #DonorAdvisedFunds #TaxDeductions #HolidayGiving #GivingBack #InvestmentTips #CashGifts #StocksAndBonds #TaxEfficientGiving #CortburgRetirement

    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://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


    Show More Show Less
    7 mins
  • 12 Days of Year-End Planning
    Dec 18 2024

    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, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.


    #12DaysOfPlanning #YearEndFinancialTips #FinancialPlanningMadeEasy #RetirementReadiness #MoneyGoals2024 #TaxTipsAndPlanning #InvestSmart #BudgetForSuccess #DebtFreeLiving #SmartMoneyMoves #FinancialFreedom #EndOfYearChecklist #RetirementSavingsTips #TaxDeductions2024 #PlanYourFuture #InvestingTipsFor2024 #WealthBuilding #MoneyManagement #FinancialAdvisorTips #RetirementPlanningSteps

    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://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


    Show More Show Less
    7 mins
  • How Much Should You Have Saved in Your 401(k) by Now?
    Dec 11 2024

    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 wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.

    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://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


    Show More Show Less
    8 mins
  • End the Year Strong: Year-End Financial Review Tips
    Dec 4 2024

    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 retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.


    #YearEndReview #FinancialReview #PersonalFinance #MoneyManagement #FinancialPlanning #BudgetingTips #SaveMoreMoney #TaxPlanning #FinancialGoals #SmartSpending #FinancialIndependence #RetirementPlanning #WealthBuilding #FinancialSuccess #MoneyTips #EndTheYearStrong #FinancialStrategy #YearEndPlanning #FinancialClarity #MoneyMoves

    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://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


    Show More Show Less
    5 mins
  • 5 Holiday Budgeting Strategies to Keep Your Finances Merry and Bright
    Nov 27 2024

    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 preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.

    #HolidayBudgeting #SaveMoneyThisSeason #HolidayFinanceTips #BudgetFriendlyHolidays #SmartSpending #CreativeGiftIdeas #BudgetFriendlyGifts #MeaningfulGifts #GiftGivingTips #HolidaySavings #MoneyManagement #DebtFreeHolidays #FinancialPlanning #SpendSmart #SavingsTips #HolidayStressRelief #HolidayPlanning #FestiveSavings #MerryAndBudgetFriendly #SmartHolidaySpending

    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://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


    Show More Show Less
    6 mins
  • Get Up to Speed on Retirement: Essential Steps for Financial Security
    Nov 20 2024

    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 from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.

    #RetirementPlanning #RetirementIncome #FinancialPlanning #RetirementTips #PensionPlanning #401kTips #RetirementStrategies #RetirementSavings #RetirementGoals #SecureRetirement
    #FinancialSecurity #RetirementDecisions #RetirementAdvice #PersonalFinance #FinancialFreedom #MoneyManagement #RetirementFunds #WealthManagement #RetirementReady #RetirementOptions

    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://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


    Show More Show Less
    5 mins
  • Avoid These 5 Common Roadblocks to a Successful Retirement
    Nov 13 2024

    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, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.

    #RetirementPlanning #RetirementRisks #FinancialAdvice #RetirementGoals #FinancialPlanning #InvestingTips #RetirementSecurity #FinancialFreedom #InvestmentStrategies #AvoidMistakes #SecureRetirement #RetirementJourney #RetirementSavings #RetirementTips #FinancialCounseling #RetirementInvesting #PlanForRetirement #FinancialWellness #MoneyMatters #WealthBuilding

    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://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


    Show More Show Less
    5 mins