Cortburg Speaks Retirement

著者： Miguel Gonzalez MBA AIF® CPFA® CRC®
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  • Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies!

    Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.

    © 2025 Cortburg Retirement Advisors, Inc.
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あらすじ・解説

Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies!

Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.

© 2025 Cortburg Retirement Advisors, Inc.
個人ファイナンス 経済学
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エピソード
  • Smart Steps for Managing an Inheritance: A Beneficiary’s Guide

    Smart Steps for Managing an Inheritance: A Beneficiary’s Guide
    2025/05/07

    In this episode, Miguel Gonzalez, CRC®, walks you through what to expect when you inherit money—from probate to debt handling, taxes, and investment strategies—to help you make informed decisions during a difficult time.

    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.

    #InheritingMoney #EstatePlanning #FinancialAdvice #RetirementPlanning #InheritanceTips #ProbateProcess #WealthTransfer #InheritedAssets #FinancialEducation #InheritanceTax #LegacyPlanning #BeneficiaryAdvice #InvestmentStrategies #InheritedIRA #TaxPlanning #PersonalFinance #FinancialLiteracy #RealEstateInheritance #MiguelGonzalezCRC #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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    6 分
  • Are You Ready for Retirement? 5 Key Steps to Avoid Financial Stress

    Are You Ready for Retirement? 5 Key Steps to Avoid Financial Stress
    2025/04/30

    Miguel Gonzalez, CRC®, shares five essential steps to avoid financial strain and build the retirement you deserve.

    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 #FinancialPreparedness #RetirementSavings #CortburgRetirementAdvisors #MiguelGonzalezCRC #SecureRetirement #MoneyMondays #RetirementTips #FinancialWellness #401kTips #IRAPlanning #RetireSmart #FinancialFreedom #LongevityPlanning #StartSavingEarly #SocialSecurityStrategy #CompoundInterest #InvestmentStrategy #RetirementBudget #FinancialAdvisorTips

    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
    続きを読む 一部表示
    5 分
  • How Social Security Is Taxed in 2025 | Maximize Your Retirement Income

    How Social Security Is Taxed in 2025 | Maximize Your Retirement Income
    2025/04/23

    Certified Retirement Counselor Miguel Gonzalez breaks down how Social Security is taxed in 2025 and shares smart strategies to avoid surprise tax bills.

    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.


    #SocialSecurity #RetirementTaxes #TaxPlanning #SocialSecurityBenefits #2025TaxRules #RetirementPlanning #TaxableBenefits #CortburgRetirementAdvisors #MiguelGonzalezCRC #FinancialPlanning #RetirementIncome #TaxSmartRetirement #TaxStrategy #SocialSecurityTips #TaxGuide2025 #SmartRetirementMoves #SeniorFinance #RetirementEducation #YouTubeFinance #MoneyMondays

    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
    続きを読む 一部表示
    5 分

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