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
  
  

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
  
  

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
  
  

HENRYs—High Earners, Not Rich Yet—face unique financial challenges despite strong incomes. In this episode, Certified Retirement Counselor Miguel Gonzalez shares 8 key money management and investing strategies to help HENRYs build wealth and stay confident in volatile markets.

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.

#HENRY #HighEarnerNotRichYet #MoneyTips #InvestingSmart #FinancialPlanning #RetirementPlanning #MiguelGonzalez #CortburgAdvisors #WealthBuilding #MarketVolatility #EmergencyFund #DebtManagement #DiversifyInvestments #FinancialWellness #SmartMoneyMoves #YoungProfessionalsFinance #MillennialMoney #FinancePodcast #LongTermInvesting #StayInformed

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
  
  

Before your child heads to college, make sure your estate plan is in place. Miguel Gonzalez, Certified Retirement Counselor, shares four key legal documents parents should have to protect their family's 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.

#EstatePlanning #CollegePrep #HealthcareProxy #PowerOfAttorney #AdvanceDirectives #LastWill #FinancialPlanning #DurablePOA #ParentsAndCollege #RetirementPlanning #CortburgAdvisors #MiguelGonzalezCRC #LegalDocuments #CollegeBound #FamilyFinance #FinancialSecurity #ProtectYourFuture #WillsAndTrusts #EstatePlanChecklist #ParentPlanning

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
  
  

In this episode, Miguel Gonzalez, Certified Retirement Counselor, breaks down the 10 most important facts about the 10-year rule for inherited IRAs. Learn who this rule affects, the key tax implications, and how to strategically navigate RMDs as a beneficiary.

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.

#InheritedIRA #10YearRule #RMDRules #RetirementPlanning #SECUREAct #FinancialPlanning #WealthManagement #IRAWithdrawals #NonSpouseBeneficiaries #TaxPlanning #RothIRA #IRARules #RetirementTaxTips #RequiredMinimumDistribution #RetirementAccounts #RetirementAdvisor #FinancialPodcast #CortburgRetirement #MiguelGonzalezCRC #RetirementEducation

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
  
  

Financial stress can feel overwhelming, but finding your financial zen is possible! In this episode, Miguel Gonzalez, CRC®, shares simple yet effective strategies to create balance in your finances—helping you budget smarter, save wisely, and invest in a stress-free 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.

#RetirementPlanning #FinancialZen #MoneyMindset #WealthManagement #RetirementGoals #SmartInvesting #MoneyMatters #FinancialFreedom #SavingsPlan #BudgetingTips #DebtFreeJourney #MoneyTips #FinancialSuccess #WealthBuilding #PersonalFinance #MoneyManagement #SmartMoneyMoves #401kPlanning #EmergencyFund #InvestSmart

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
  
  

Unlock the power of after-tax contributions to boost your retirement savings and reduce taxes in retirement. In this episode, Miguel Gonzalez, CRC®, breaks down how after-tax contributions, Roth IRAs, and strategic tax-free withdrawals can optimize your 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.

#RetirementPlanning #RetirementSavings #TaxFreeIncome #AfterTaxContributions #RothIRA #401k #InvestWisely #FinancialFreedom #WealthBuilding #MoneyMatters #RetirementStrategy #TaxPlanning #MoneyManagement #PersonalFinance #Roth401k #WealthGrowth #BackdoorRoth #FinancialAdvisor #SmartInvesting #TaxSmart

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