『Cortburg Speaks Retirement』のカバーアート

Cortburg Speaks Retirement

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. 個人ファイナンス 経済学
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  • Should You Roll Over Your 401(k)? What to Know Before You Decide

    Should You Roll Over Your 401(k)? What to Know Before You Decide
    2025/06/25

    If you're changing jobs or heading into retirement, you might be wondering whether to roll over your 401(k). In this episode, Miguel Gonzalez breaks down the pros, cons, and key factors to consider before making a move.


    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.


    #401kRollover #RetirementPlanning #FinancialAdvice #RollOverIRA #InvestmentOptions #CortburgAdvisors #SmartMoneyMoves #TaxDeferred #FinancialWellness #IRAPlanning #RetirementSavings #JobChangeFinance #MoneyTips #WealthBuilding #FinancialGoals #DirectRollover #AvoidTaxes #RetirementOptions #MoneyManagement #RetirementStrategy

    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
  • Is It Too Late to Save for Retirement in Your 50s? Here's the Truth

    Is It Too Late to Save for Retirement in Your 50s? Here's the Truth
    2025/06/18

    Think you’re behind on retirement savings in your 50s? It’s not too late. In this week’s episode, Miguel Gonzalez breaks down smart strategies to catch up and build a solid financial future—starting now.


    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.


    #RMDs #RequiredMinimumDistributions #RetirementPlanning #RetirementStrategy #RetirementPodcast #IRAWithdrawal #401kRules #TraditionalIRA #FinancialConfidence #TaxPlanning #RetirementTaxes #SmartRetirement #MoneyTips #CortburgAdvisors #RothConversion #TaxDeferredAccounts #InvestmentStrategy #FinancialWellness #RetireSmart #WealthPlanning

    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
  • RMD Rules Explained: What You Must Know at Age 73 and Beyond

    RMD Rules Explained: What You Must Know at Age 73 and Beyond
    2025/06/11

    Confused about Required Minimum Distributions (RMDs)? Learn when they start, how they work, and how to avoid costly tax mistakes in this week’s episode with Miguel Gonzalez.

    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.


    #RMDs #RequiredMinimumDistributions #RetirementPlanning #RetirementStrategy #RetirementPodcast #IRAWithdrawal #401kRules #TraditionalIRA #FinancialConfidence #TaxPlanning #RetirementTaxes #SmartRetirement #MoneyTips #CortburgAdvisors #RothConversion #TaxDeferredAccounts #InvestmentStrategy #FinancialWellness #RetireSmart #WealthPlanning


    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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