Podcasts about retirement tips

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  • 187EPISODES
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  • May 24, 2025LATEST

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Best podcasts about retirement tips

Latest podcast episodes about retirement tips

The Moneywise Guys
5/23/25 Land, Legacy, and Long-Term Planning: A Talk with Tejon Ranch & Retirement Tips

The Moneywise Guys

Play Episode Listen Later May 24, 2025 41:59


The Moneywise Radio Show and Podcast Friday, May 23rd  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Manageme instagram: MoneywiseWealthManagement Guest: Becca Bland, Director of Marketing for Tejon Ranch Company websites: https://tejonranch.com/ https://terravistatejon.com/  

Cortburg Speaks Retirement
How to Financially Plan to Live to 100 | Longevity & Retirement Tips

Cortburg Speaks Retirement

Play Episode Listen Later May 14, 2025 3:44 Transcription Available


In this episode, Miguel Gonzalez, CRC®, shares key strategies to help you plan for a long life—covering healthcare, income, savings, and wellness.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.#LiveTo100 #RetirementPlanning #LongevityPlanning #FinancialWellness #RetireSmart #401kTips #IRAPlanning #HealthcareCosts #EstatePlanning #RetirementIncome #FinancialFreedom #MoneyTips #LongLifePlanning #CortburgAdvisors #HSA #LTCInsurance #CompoundInterest #FinancialSecurity #InvestmentPlanning #PersonalFinanceWelcome 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

Larry Richert and John Shumway
The Big K Hour 2 with Retirement Tips and Anticipated News

Larry Richert and John Shumway

Play Episode Listen Later May 12, 2025 22:30


The Big K Hour 2 with Retirement Tips and Anticipated News full 1350 Mon, 12 May 2025 12:38:40 +0000 TxnWVoIj3g0OLQPfe4bOI9cOe6yWIL8k news,a-newscasts,top picks The Big K Morning Show news,a-newscasts,top picks The Big K Hour 2 with Retirement Tips and Anticipated News The Big K Morning Show 2024 © 2021 Audacy, Inc. News News News News news News News News News News False https://player.amperwavepodcasting

Cortburg Speaks Retirement
Retirement Taxes Explained: How to Pay Less and Keep More of Your Savings!

Cortburg Speaks Retirement

Play Episode Listen Later Feb 26, 2025 6:28 Transcription Available


Understanding how your retirement income is taxed can help you avoid costly surprises and keep more of your hard-earned money. In this episode, Certified Retirement Counselor (CRC) Miguel Gonzalez breaks down tax strategies for 401(k)s, IRAs, Roth accounts, and Social Security.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

Cortburg Speaks Retirement
Helping Aging Parents with Finances: Smart Steps for Financial Security

Cortburg Speaks Retirement

Play Episode Listen Later Feb 19, 2025 4:56 Transcription Available


This week, Miguel Gonzalez, CRC, shares practical steps to help protect your aging relatives' finances—organizing accounts, preventing scams, and setting up a Power of Attorney. 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 #FinancialSecurity #AgingParents #ElderlyFinance #MoneyManagement #EstatePlanning #PowerOfAttorney #InvestmentTips #WealthManagement #ScamPrevention #IdentityTheft #Budgeting #FinancialFreedom #PersonalFinance #SmartInvesting #FinancialAdvisor #RetirementGoals #WealthProtection #MoneyTips #CortburgRetirementWelcome 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

Cortburg Speaks Retirement
Post-Holiday Recovery: Smart Financial Tips to Rebuild Savings and Pay Off Debt

Cortburg Speaks Retirement

Play Episode Listen Later Feb 12, 2025 4:17 Transcription Available


Miguel Gonzalez, a Certified Retirement Counselor with 20+ years of experience, shares practical tips to help you get back on track after overspending during the holidays. Learn how to tackle debt, rebuild savings, and prepare for a stress-free holiday season next year.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.#CortburgRetirementAdvisors #FinancialWellness #RetirementPlanning #PostHolidayRecovery #DebtManagement #SavingsChallenge #PayOffDebt #FinancialGoals #SmartSpending #SaveMoneyTips #MoneyMatters #DebtFreeJourney #PlanAhead #SmartFinance #MoneyManagement #HolidaySpending #BudgetingTips #SavingsGoals #RetirementCounselor #WealthManagement #FinancialFreedomWelcome 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

Educational AD Podcast
Tool Box EXTRA - Dan Comeau, CMAA and FIAAA Hall of Fame AD

Educational AD Podcast

Play Episode Listen Later Feb 11, 2025 20:51


Dan Comeau was on Season One of the Educational AD and then created his weekly MENTORING MINUTE segments before they became an Amazon Bestseller! This time Dan shares some Retirement Tips that have allowed him to enjoy this chapter while also staying connected with the Profession and mentoring the next generation! THIS is The Educational AD!

Cortburg Speaks Retirement
529 Plans Explained: Tax Benefits & Savings Strategies

Cortburg Speaks Retirement

Play Episode Listen Later Feb 5, 2025 6:53 Transcription Available


Discover everything you need to know about 529 plans—how they help fund education, provide tax benefits, and act as a wealth transfer tool. Join Miguel Gonzalez, CRC, for insights that can impact your 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.#529Plans #CollegeSavings #TaxFreeSavings #FinancialPlanning #RetirementPlanning #EducationSavings #WealthTransfer #TaxBenefits #ParentingFinance #GrandparentGifting #RothIRA #InvestmentPlanning #AffluentFamilies #SavingsStrategy #EducationFunding #TaxAdvantagedAccounts #FuturePlanning #MoneyManagement #FamilyWealth #CortburgAdvisorsWelcome 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

Your Retirement Planning Simplified
EP #121: 2024's Top Retirement Tips: Mistakes, Strategies, and Expert Insights

Your Retirement Planning Simplified

Play Episode Listen Later Dec 26, 2024 19:16


In this special year-end episode of Your Retirement Planning Simplified, Joe and Lindsay reflect on the most popular episodes of 2024, covering essential retirement planning insights and strategies. From avoiding critical retirement mistakes—both financial and non-financial—to optimizing tax strategies, calculating your retirement number, and understanding TFSA rules, this roundup delivers actionable advice for pre-retirees and retirees. The duo also highlights inspiring guest appearances, including Wade Pfau on the RISA framework, Bill Bengen on the 4% rule, and Hal Hershfield on connecting with your future self. Tune in to discover top retirement tips, expert perspectives, and practical strategies to confidently plan a fulfilling retirement in 2025.  Read the full show notes and find more information here: EP 121 Show Notes

Your Retirement Planning Simplified
Ep #120: Overcoming the Fear of Spending in Retirement: Tips for Confident Cash Flow

Your Retirement Planning Simplified

Play Episode Listen Later Dec 19, 2024 12:07


Joe tackles the psychology of retirement spending, offering actionable strategies to overcome the common fear of depleting savings. Joe discusses how retirees can transition from saving to spending confidently by addressing loss aversion, leveraging tools like retirement income guardrails, and aligning spending with their financial goals. Listeners will discover tips for managing cash flow, understanding their retirement income style, and creating a spending plan that ensures a fulfilling retirement without financial stress.  Read the full show notes and find more information here: Ep 120 Show Notes

Rob Black and Your Money - Radio
Top Mistakes To Miss

Rob Black and Your Money - Radio

Play Episode Listen Later Nov 22, 2024 37:07


A Strategy show with Retirement Tips and Investment Ideas, Dealing with making up for lost time, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th at 6pm Pacific and Pints and Portfolios on Saturday December 14th

Rob Black & Your Money
Top Mistakes To Miss

Rob Black & Your Money

Play Episode Listen Later Nov 22, 2024 37:07


A Strategy show with Retirement Tips and Investment Ideas, Dealing with making up for lost time, More on the CFP Chad Burton of EP Wealth Webinar on Thursday December 12th at 6pm Pacific and Pints and Portfolios on Saturday December 14thSee omnystudio.com/listener for privacy information.

Cortburg Speaks Retirement
Choosing the Right Retirement Contributions

Cortburg Speaks Retirement

Play Episode Listen Later Sep 25, 2024 9:22 Transcription Available


Miguel Gonzalez, CRC breaks down the differences between pre-tax, Roth, and non-Roth after-tax contributions for employer-sponsored retirement plans. Learn how to choose the best option based on your financial goals and tax situation.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.#cortburgspeaksretirement  #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplifiedWelcome 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

Cortburg Speaks Retirement
Your 6-Step Retirement Check-up!

Cortburg Speaks Retirement

Play Episode Listen Later Sep 18, 2024 5:31 Transcription Available


Join Miguel Gonzalez, CRC, this week as he guides you through an easy annual checkup for your retirement plan. From optimizing contributions to reviewing investments, learn practical steps to keep your retirement strategy on track.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.#cortburgspeaksretirement  #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplifiedWelcome 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

Cortburg Speaks Retirement
Are You a Retirement Expert?

Cortburg Speaks Retirement

Play Episode Listen Later Sep 11, 2024 9:34 Transcription Available


In this week's podcast, Certified Retirement Counselor Miguel Gonzalez challenges your retirement savings knowledge with a True or False test. Tune in to see how much you know!Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.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

Cortburg Speaks Retirement
Don't Stress Over Your Retirement Goal!

Cortburg Speaks Retirement

Play Episode Listen Later Sep 4, 2024 9:48 Transcription Available


This episode with Miguel Gonzalez, Certified Retirement Counselor, dives into setting achievable retirement savings goals. Learn how to break down daunting numbers, navigate changing assumptions, and make your future self a priority to stay on track for a secure retirement.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.#cortburgspeaksretirement  #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplifiedWelcome 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

Life Starts at Retirement
Live your BEST life in retirement: Tips for a healthy and happy retirement!

Life Starts at Retirement

Play Episode Listen Later Aug 24, 2024 12:24


Cortburg Speaks Retirement
Paving Your Road to Retirement

Cortburg Speaks Retirement

Play Episode Listen Later Aug 21, 2024 5:38 Transcription Available


Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he guides you through essential strategies to ensure a smooth and confident transition into retirement.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.#cortburgspeaksretirement  #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplifiedWelcome 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

Cortburg Speaks Retirement
10 Years and Counting....6 Tips for those Approaching Retirement!

Cortburg Speaks Retirement

Play Episode Listen Later Aug 21, 2024 11:15 Transcription Available


This week Miguel Gonzalez, CRC, shares practical tips for those 10 years away from retirement to help plan for a smooth and stress-free transition.About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision impacts your financial future and get expert insights to help you make the best choice for your unique situation.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.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

Cortburg Speaks Retirement
Maximizing Your Retirement Income

Cortburg Speaks Retirement

Play Episode Listen Later Aug 14, 2024 5:29 Transcription Available


In this week's podcast with Miguel Gonzalez, CRC, learn how to maximize your retirement income through smart tax strategies and effective account management.Cortburg Speaks Retirement - episode #201Landing page:  https://www.cortburgretirement.com/audio-podcast About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez 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

Money
5 Critical Retirement Tips for Gen-Xers

Money

Play Episode Listen Later Jul 24, 2024 31:27 Transcription Available


Gen X is often considered the overlooked generation, but we're looking right at YOU today. Gen X is people born between 1965 and 1980, so this is a group that should be starting to think about retirement. But will they be ready? As the Baby Boomer generation aged, they figured they'd need just under a million – $990,000 to retire. Gen X? Different story. According to the results of a January survey by Northwestern Mutual, the average amount that people across this age group said they would need to retire comfortably is closer to $1.5 million. Yet, the average Gen X household has only $40,000 in retirement savings, compared to the Baby Boomers' average of $70,000. This week, friend of the show Pam Krueger from Wealthramp joins us to talk about what you can do if you're worried about hitting your retirement mark. You can download the episode wherever you get your podcasts: Listen on Apple Podcasts Listen on YouTube Music (formerly Google Podcasts) Listen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money. Gex X is stressed about retirement Miranda and Aaron are Gen X, but they're not super-stressed about retirement. At least not yet. They're a little ahead of the curve in terms of average net worth by generation, but that has more to do with their career path than anything else. However, if you're Gen X and worried about retirement, you're not alone. Gen X is feeling the pinch of being the sandwich generation, and we discuss that reality with our guest, Pam. With all the family financial pressures, it's no surprise that Gen X is feeling concerned. The good news is that there's still time to catch up and make a plan for a better financial future, and we talk about it in this episode. Steps for securing your Gen X retirement Pam takes us through some of the most important steps you can take to make retirement a reality, even if you feel like you've fallen behind. Some of the things you can do right now include: Use a deep dive into your finances to figure out where you're at and create a plan for your money. Identify your magic number for retirement, including the calculations you need to determine it. Contribute to tax-advantaged retirement accounts (including the Roth IRA) and make catch-up contributions if eligible. Check out our podcast episode on turbocharging your retirement savings for more information on getting more bang for your future buck. Meet this week's guest, Pam Krueger Pam Krueger is a recognized investor advocate and award-winning personal finance journalist and author. She is the founder and CEO of Wealthramp, an advisor matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisors. It is the only advisor referral service that gives people full control over when and how they talk to their referred advisors. Her perspectives on personal finance regularly appear in Marketwatch, Forbes, PBS Next Avenue, and she is a frequent speaker on fiduciary financial advice. In addition, Pam is an active volunteer member of the Retirement Income Committee at the Defined Contribution Institutional Investment Association (DCIIA), a non-profit dedicated to enhancing the retirement security of America's workers. She has also served on the California Jump$tart Coalition, an organization dedicated to increasing financial literacy among children and teens, where she created one of their most successful curricula available for K-12 teachers called, Investing Pays Off For Kids. Each year, she spends part of her time in San Francisco, California and lives in Cape Cod, Massachusetts. Wealthramp Podcast: MoneyTrack Podcast: Friends Talk Money Twitter LinkedIn Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and he has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

Cortburg Speaks Retirement
7 Tips for to Protect Your Financial Data For Retirement

Cortburg Speaks Retirement

Play Episode Listen Later Jun 19, 2024 5:33 Transcription Available


Join Miguel Gonzalez from Cortburg Retirement Advisors this week for strategies to keep your hard-earned savings protected and stress-free for retirement. Cortburg Speaks Retirement - episode #193 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalezWelcome 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

Cortburg Speaks Retirement
Planning for Unexpected Costs in Retirement

Cortburg Speaks Retirement

Play Episode Listen Later Jun 12, 2024 7:24 Transcription Available


 Discover the hidden costs that could derail your retirement plans! Join Miguel Gonzalez as he reveals the unexpected financial challenges you might face and how to safeguard your future. Cortburg Speaks Retirement - episode #192 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez,  RetirementPlanning, FinancialSecurity, UnexpectedCosts, FamilyFinances, LongTermCare, RetirementGoals, SecureFuture, FinancialAdvice, ElderCare, InvestSmart, MiguelGonzalez, CortburgRetirementAdvisors  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

Cortburg Speaks Retirement
Why Trying to Time the Markets is Unwise

Cortburg Speaks Retirement

Play Episode Listen Later Jun 5, 2024 6:45 Transcription Available


Cortburg Speaks Retirement - episode #191 Miguel Gonzalez, Certified Retirement Counselor, breaks down why market timing is a risky strategy and how staying invested can lead to greater long-term success.About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez, MarketTiming, InvestingStrategies, LongTermInvestment, StockMarketTips, FinancialPlanning, InvestmentSuccess, StayInvested, StockMarketReturns, InvestmentResearch, FinancialWisdomWelcome 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

Money Matters With Wes Moss
T+1 Settlement, Q1 Earnings, Retirement Tips, Scams, Loneliness, and Happiness.

Money Matters With Wes Moss

Play Episode Listen Later Jun 4, 2024 53:15


On today's show, Jeff Lloyd, Wealth Management Analyst for Capital Investment Advisors, joins Wes. They briefly discuss the kids being out of school for the summer and Jeff's celebrity-filled golf outing before shifting to the new T+1 settlement, which says stock trades will settle in one business day rather than two. Then, they analyze core pursuits and the health benefits of tennis. They review retirement tips and look toward completing the Q1 earning season. They consider the danger of scams and the potential loneliness of people working from home. Finally, they examine how much happiness a salary might be able to buy.

Cortburg Speaks Retirement
5 Common Misconceptions About Retirement

Cortburg Speaks Retirement

Play Episode Listen Later May 29, 2024 4:52 Transcription Available


Join Miguel Gonzalez, CRC, this week as he debunks 5 common myths and offers practical tips for a fulfilling retirement.Cortburg Speaks Retirement - episode #190Landing page:  https://www.cortburgretirement.com/audio-podcast About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez 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

Cortburg Speaks Retirement
May 29th is National 529 Day!

Cortburg Speaks Retirement

Play Episode Listen Later May 22, 2024 5:54


This week Miguel Gonzalez, CRC, breaks down the advantages of 529 college savings plans, offering essential tips for securing your child's future education and maximizing your financial planning.Cortburg Speaks Retirement - episode #189: May 29th is Nationwide Celebration of 529 Day About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalezWelcome 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

Cortburg Speaks Retirement
Planning for Retirement Doesn't Stop at Retirement!

Cortburg Speaks Retirement

Play Episode Play 30 sec Highlight Listen Later May 15, 2024 5:24


Discover expert retirement insights with Miguel Gonzalez, CRC, as he shares 5 essential tips for planning during your golden years. From managing costs to clarifying your wishes, tune in for practical advice to secure your retirement future!Cortburg Speaks Retirement - episode #188: Retirement Planning Does Not Stop in Retirement.About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez 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

Today's Tips from AARP
Ready for Retirement | Tips to Mentally Prepare for Your Next Chapter

Today's Tips from AARP

Play Episode Listen Later May 10, 2024 5:11


A lot of us don't plan for the mental toll that retirement can take. That's why we're talking about what you should think about before you retire, besides finances.  To support more content like this, become an AARP member at aarp.org. And don't forget to subscribe for more tips and tricks to help make your life a little easier — and happier!  

Cortburg Speaks Retirement
Estate Planning for Everyone

Cortburg Speaks Retirement

Play Episode Listen Later May 8, 2024 4:50


Cortburg Speaks Retirement - episode #187: Estate Planning For EveryoneJoin Miguel Gonzalez, Certified Retirement Counselor, as he discusses the importance of estate planning in securing your family's future. Learn about drafting wills, titling assets, and reviewing life insurance plans to protect your loved ones. Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez, wills, estate, estate planning, willsandestates, estate_planning About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    DISCLOSURES  Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.CRC conferred by The International Foundation for Retirement Education.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor.  Private Advisor Group, LLC and Cortburg Retirement Advisors, Inc. are separate entities from LPL Financial.Investing involves risk including possible loss of principal.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

Cortburg Speaks Retirement
Understanding the FIRE Movement

Cortburg Speaks Retirement

Play Episode Listen Later May 1, 2024 5:11


Join Miguel Gonzalez, Certified Retirement Counselor, as he delves into the popular retirement acronym FIRE (Financial Independence - Retire Early). Discover if this movement is right for you and your family.Cortburg Speaks Retirement - episode #186About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning. Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez   DISCLOSURES  Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.CRC conferred by The International Foundation for Retirement Education.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor.  Private Advisor Group, LLC and Cortburg Retirement Advisors, Inc. are separate entities from LPL Financial.Investing involves risk including possible loss of principal.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

Cortburg Speaks Retirement
What You Need to Know About Financial Fraud

Cortburg Speaks Retirement

Play Episode Listen Later Apr 24, 2024 6:34


Cortburg Speaks Retirement - episode #185: What You Need to Know About Financial Fraud This week Miguel uncovers the world of financial fraud.  Learn about common scams, psychological tactics used by con artists, and how to protect yourself from falling victim. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    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

Cortburg Speaks Retirement
Investing in your 60s and Beyond

Cortburg Speaks Retirement

Play Episode Listen Later Apr 17, 2024 5:20


Cortburg Speaks Retirement - episode #184: Investing in Your 60s and Beyond This week Miguel Gonzalez, Certified Retirement Counselor, discusses investment strategies for those approaching retirement age. Learn how to assess your retirement needs, allocate assets wisely, and plan withdrawals effectively to ensure financial security in your golden years.About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    DISCLOSURES  Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.CRC conferred by The International Foundation for Retirement Education.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor.  Private Advisor Group, LLC and Cortburg Retirement Advisors, Inc. are separate entities from LPL Financial.Investing involves risk including possible loss of principal. 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

Cortburg Speaks Retirement
Spring Clean Your Finances

Cortburg Speaks Retirement

Play Episode Listen Later Apr 10, 2024 5:04


In this week's episode, Miguel Gonzalez discusses the importance of financial spring cleaning. From budget reassessment to debt reduction strategies, tune in for expert tips to rejuvenate your finances and secure your financial future. Don't miss out on essential advice for every stage of life, from your first job through retirement.Cortburg Speaks Retirement - episode #183: Spring Clean Your FinancesAbout Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    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

Cortburg Speaks Retirement
5 Financial Bad Habits to Cut This Year

Cortburg Speaks Retirement

Play Episode Listen Later Apr 3, 2024 5:24


Unlock financial success by identifying and addressing overlooked money habits!Join Miguel Gonzalez this week as we delve into common yet overlooked financial pitfalls that could be undermining your financial health.  Learn how to curb emotional spending, manage small expenses, and more!About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.CRC conferred by The International Foundation for Retirement Education.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor.  Private Advisor Group, LLC and Cortburg Retirement Advisors, Inc. are separate entities from LPL Financial.Investing involves risk including possible loss of principal.Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalezWelcome 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

Cortburg Speaks Retirement
Empowering High-Earning Women on the Path to Financial Success

Cortburg Speaks Retirement

Play Episode Listen Later Mar 20, 2024 5:25


Join Miguel Gonzalez, Certified Retirement Counselor, as he shares 5 empowering strategies for high-earning women to build credit confidence. From understanding the basics to strategic credit card use, learn how to take charge of your financial journey with intention and confidence. Cortburg Speaks Retirement - episode #180: Empowering High-Earning Women on the Path to Financial Success About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez, credit, wealth, women, female, high net worth, womens history month, credit scoreWelcome 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

Cortburg Speaks Retirement
Luck of the Investor - Making Your Own Luck on St. Patrick's Day

Cortburg Speaks Retirement

Play Episode Listen Later Mar 13, 2024 5:17


Unlock the secrets to making your own investment luck this St. Patrick's Day with Miguel Gonzalez, Certified Retirement Counselor! Join us as we explore the impact of luck on investment returns and discover practical steps to enhance your financial success.Cortburg Speaks Retirement - episode #179: Luck of the Investor: Making Your Own Luck on St. Patrick's Day Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    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

Cortburg Speaks Retirement
Why Your Credit Score Matters in Retirement

Cortburg Speaks Retirement

Play Episode Listen Later Mar 6, 2024 7:58


Cortburg Speaks Retirement - episode #178: Why Your Credit Score Matters in RetirementDiscover why your credit score is your retirement lifeline with Miguel Gonzalez, Certified Retirement Counselor. From unlocking better loan rates to seizing new opportunities, learn how a stellar credit score can transform your retirement journey! About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez, credit card, credit card scoresWelcome 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

Secure Your Retirement
Retirement Tips For Gifting and Loaning Money to Children

Secure Your Retirement

Play Episode Listen Later Mar 4, 2024 21:00 Transcription Available


In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss things to consider when gifting and loaning money to children. There are tax and financial implications when it comes to gifting, but you can do it right when you understand all the legalities.Listen in to learn the importance of understanding the purpose of gifting money to your kids to help you structure it and think of the implications. You will also learn how to navigate the legalities of loaning money or co-signing a house with your kids.In this episode, find out:Understand the purpose of gifting money to your kids to help you structure it and consider the implications.Think about your own financial stability before gifting money to avoid becoming a liability.Think about the potential tax implications to you when gifting the money while still alive.Consider how to navigate the idea of estate planning, family dynamics, and your legacy.Why co-signing a house with your kid is the least desirable option for gifting money.How to navigate the legalities of loaning money to your kids to buy a house.Advantages of loaning money to your kids, plus the importance of having the right documentation in place.The different things to consider when it comes to gifting, transferring, or loaning your family.Tweetable Quotes:"Exercise caution before presenting money as a gift, ensuring that you are certain it won't be spent, unless you are confident in having a predetermined amount set aside."- Radon Stancil“Although the act of giving can be rewarding and satisfying, it's important to carefully consider the various implications involved in gifting, transferring, or loaning to your family.”-Murs Tariq Resources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Cortburg Speaks Retirement
Retirement Planning: A Map to Changes in 2024

Cortburg Speaks Retirement

Play Episode Listen Later Feb 28, 2024 5:54


Join Miguel Gonzalez, Certified Retirement Counselor, as he unpacks the latest changes in retirement planning for 2024. Learn about increased contribution limits, tax threshold adjustments, and innovative strategies to secure your financial future. Don't miss out on valuable insights to adapt and thrive in the evolving retirement landscape! Cortburg Speaks Retirement - episode #177: Retirement Planning: A Map to Changes in 2024About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalezWelcome 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

Cortburg Speaks Retirement
How Does a Leap Year Impact Your Finances?

Cortburg Speaks Retirement

Play Episode Listen Later Feb 21, 2024 6:05


On this week's episode, Miguel talks leap years and the little-known ways it can impact your finances!About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez, leap year, leap day, gregorian leap year day, leap 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

Cortburg Speaks Retirement
Retiring Early as a Couple: A Financial Love Story

Cortburg Speaks Retirement

Play Episode Listen Later Feb 15, 2024 5:23


In this week's podcast, Miguel delves into strategies for couples aiming to synchronize their retirement plans and offers guidance for achieving this shared milestone together.Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    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

Retirement Answers Today with Jim Martin
Do I really need a budget in retirement? Tips to make budgeting super simple!

Retirement Answers Today with Jim Martin

Play Episode Listen Later Feb 12, 2024 18:29


In this episode, financial advisor Jim Martin covers a simple process anyone in their 40s, 50s or 60s can follow to take control of their finances, supercharge their savings, and gain a sense of financial freedom.   http://retiresmartscore.com 

Cortburg Speaks Retirement
How To Estimate Your Quarterly Taxes as a Small Business Owner

Cortburg Speaks Retirement

Play Episode Listen Later Feb 7, 2024 5:05


Cortburg Speaks Retirement - episode #174: How to Estimate Your Quarterly Taxes as a Small Business Owner / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's podcast, Miguel explains how small business owners can pay estimated taxes to help avoid penalties at the end of the year. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    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

Cortburg Speaks Retirement
Protect Yourself From Tax Identity Theft as You Approach Retirement

Cortburg Speaks Retirement

Play Episode Listen Later Jan 31, 2024 6:24


Cortburg Speaks Retirement - Episode #173: Protect Yourself From Tax Identity Theft as You Approach RetirementIn this week's podcast, Miguel walks you through the steps to protect yourself from different types of identity theft.  About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    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