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  • 5 Money Moves to Make Before the End of the Year

    5 Money Moves to Make Before the End of the Year
    2026/09/23

    In this episode, Miguel Gonzalez shares five money moves to consider before the end of the year, including reviewing financial goals, retirement contributions, beneficiaries, important documents, and your overall financial picture. A few simple steps now can help you start the new year feeling more organized and prepared.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

    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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    4 分
  • The Hidden Costs of Keeping Too Much Cash

    The Hidden Costs of Keeping Too Much Cash
    2026/09/16

    In this episode, Miguel Gonzalez discusses the potential hidden costs of holding excess cash, including inflation, lost purchasing power, missed opportunities, and the impact on long-term financial goals. He also explains why finding the right balance between liquidity and long-term planning is so important.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

    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 分
  • Best 5 Financial Habits That Can Make Tax Season Easier

    Best 5 Financial Habits That Can Make Tax Season Easier
    2026/09/09

    In this episode, Miguel Gonzalez shares five habits that can help make tax season easier—from organizing financial documents and tracking major life changes to keeping charitable giving records and meeting with financial and tax professionals before year-end.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families with retirement income planning, investment strategies, and personalized retirement plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique financial planning firm focused on helping clients prepare for every stage of their financial lives.

    #TaxSeason #TaxPreparation #TaxPlanning #FinancialPlanning #PersonalFinance #FinancialOrganization #MoneyManagement #FinancialWellness #TaxTips #FinancialDocuments #MoneyHabits #YearEndPlanning #CharitableGiving #FinancialEducation #RetirementPlanning #WealthManagement #SmartMoneyMoves #Cortburg #CortburgSpeaksRetirement #MiguelXGonzalez

    📘 Facebook — Video

    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
  • Should You Save More, Invest More, or Pay Off Debt?

    Should You Save More, Invest More, or Pay Off Debt?
    2026/09/02

    In this episode, Miguel Gonzalez discusses how emergency savings, interest rates, debt, long-term goals, and changing financial priorities can help determine where your extra money should go. He also explains why the answer doesn't always have to be all-or-nothing.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

    #SaveOrInvest #PayOffDebt #FinancialPlanning #PersonalFinance #SavingMoney #Investing #DebtManagement #EmergencySavings #MoneyManagement #FinancialWellness #CortburgSpeaksRetirement #MiguelXGonzalez #RetirementPlanning #FinancialGoals #MoneyHabits #FinancialEducation #DebtFree #InvestingForBeginners #FinancialConfidence #SmartMoneyMoves

    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
    4 分
  • Financial Emergency File: 6 Things Every Adult Should Have

    Financial Emergency File: 6 Things Every Adult Should Have
    2026/08/26

    In this episode, Miguel Gonzalez explains six things every adult should consider including in a financial emergency file—from a list of financial accounts and insurance policies to estate planning documents, recurring bills, professional contacts, and secure digital access information. Taking the time to organize these essentials now can make important financial information much easier to locate when it's needed most.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families with retirement income planning, investment strategies, and personalized retirement plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique financial planning firm focused on helping clients prepare for every stage of their financial lives.

    https://www.cortburgretirement.com/
    https://cortburg.buzzsprout.com/
    https://www.youtube.com/@cortburgretirementadvisors
    https://www.linkedin.com/in/miguelxgonzalez
    https://www.facebook.com/cortburginc

    #FinancialEmergency #EmergencyPlanning #FinancialPlanning #FinancialChecklist #PersonalFinance #EstatePlanning #FinancialOrganization #CortburgSpeaksRetirement #MiguelXGonzalez #RetirementPlanning #FinancialWellness #MoneyManagement #EmergencyPreparedness #FinancialDocuments #FamilyFinances #EstateDocuments #FinancialAccounts #FinancialEducation #WealthManagement #MoneyTips

    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
  • 5 Beneficiary Mistakes That Could Cost Your Family

    5 Beneficiary Mistakes That Could Cost Your Family
    2026/08/19

    Reviewing your beneficiary designations may take just a few minutes—but overlooking them could have lasting consequences.

    In this episode, Miguel Gonzalez discusses some of the most common beneficiary mistakes people make, including failing to update beneficiaries after major life events, relying solely on a will, overlooking contingent beneficiaries, forgetting old retirement accounts, and assuming beneficiary reviews are a one-time task. Learn why periodic reviews are an important part of keeping your financial plan up to date.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

    #Beneficiaries #EstatePlanning #FinancialPlanning #CortburgSpeaksRetirement #MiguelXGonzalez #RetirementPlanning #PersonalFinance #FinancialWellness #LegacyPlanning #LifeInsurance #401k #IRA #FinancialEducation #MoneyManagement #WealthManagement #FinancialChecklist #EstatePlan #FinancialOrganization #SmartMoneyMoves #FinancialConfidence

    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
  • 6 Financial Decisions That Deserve a Second Opinion

    6 Financial Decisions That Deserve a Second Opinion
    2026/08/12

    In this episode, Miguel Gonzalez discusses six important financial decisions that often deserve a second opinion before moving forward. From changing jobs and buying a home to claiming Social Security, making major investment changes, taking on debt, and preparing for retirement, taking the time to review your options can help you make more informed financial decisions.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

    #FinancialPlanning #SecondOpinion #PersonalFinance #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #RetirementPlanning #SocialSecurity #InvestmentPlanning #HomeBuying #CareerChange #DebtManagement #FinancialDecisions #MoneyManagement #WealthManagement #FinancialEducation #SmartMoneyMoves #FinancialConfidence #LongTermPlanning #MoneyMindset

    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
  • 7 Financial Accounts You Should Review Every Year

    7 Financial Accounts You Should Review Every Year
    2026/08/05

    In this episode, Miguel Gonzalez discusses seven important financial accounts that deserve an annual review—from checking and savings accounts to retirement plans, investment accounts, insurance policies, HSAs, FSAs, and beneficiary designations. A simple yearly review can help you stay organized, identify potential issues, and keep your financial plan aligned with your long-term goals.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

    #FinancialPlanning #PersonalFinance #FinancialAccounts #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #MoneyManagement #RetirementPlanning #InvestmentAccounts #401k #FinancialChecklist #WealthManagement #MoneyHabits #FinancialOrganization #FinancialHealth #SmartMoneyMoves #Beneficiaries #InsurancePlanning #FinancialEducation #AnnualFinancialReview

    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