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  • Financial Strategies for the Sandwich Generation | Retirement Planning with Miguel Gonzalez
    2024/10/30

    Learn how to manage competing financial responsibilities for aging parents and children while securing your retirement. Miguel Gonzalez shares key tips to ease the financial burden.

    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


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    5 分
  • How to Protect Your Retirement from Market Volatility | Financial Planning Tips
    2024/10/23

    Learn how to safeguard your retirement savings during market downturns with expert advice from Miguel Gonzalez, Certified Retirement Counselor. Discover strategies for building a cash cushion and balancing investments effectively.

    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 #MarketVolatility #FinancialPlanning #InvestmentStrategy #RetirementSavings #CashCushion #RetirementIncome #StockMarketTips #WealthManagement #401kPlanning #InvestmentAdvice #FinancialFreedom #RetirementGoals #CertifiedRetirementCounselor #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


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    6 分
  • How to Retire by 40
    2024/10/16

    Learn expert strategies to retire early by 40. Miguel Gonzalez, CRC, shares actionable tips on retirement planning and savings growth to secure your 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.

    Retire by 40, early retirement, retirement planning, financial freedom, saving for retirement, retirement goals, wealth building, financial planning tips, smart investing, retire young, financial independence, retirement strategies, future planning, 401k tips, Roth IRA, retirement savings, investment tips, retirement income, wealth management, retirement advice, retirement expert, Miguel Gonzalez CRC, Cortburg Retirement Advisors

    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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    12 分
  • October is Financial Planning Month!
    2024/10/09

    Miguel Gonzalez, CRC, shares key tips for choosing the right financial professional. From asking for referrals to understanding compensation structures, these steps can help ensure your financial future is in the right hands.

    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.

    #FinancialPlanningMonth #RetirementPlanning #FinancialAdvisor #CertifiedRetirementCounselor #InvestmentManagement #FinancialGoals #WealthManagement #RetirementTips #FinancialFreedom #FinancialProfessional #AssetManagement #PersonalFinance #FeeOnlyAdvisor #TaxPlanning #EstatePlanning #MoneyManagement #InvestmentTips #FinancialWellness #FinancialEducation #MoneyMatters #FinancialSecurity #Investing101 #SmartInvesting #FiduciaryAdvisor #PlanForRetirement

    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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    7 分
  • How to Save During Inflation
    2024/10/02

    Certified Retirement Counselor Miguel Gonzalez shares quick, practical tips to combat rising inflation. Learn how smart shopping, meal planning, and energy savings can protect your finances.

    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, #FinancialPlanning, #InflationStrategies, #MoneySaving, #InvestmentStrategies, #RetirementAdvisor, #WealthManagement, #DebtManagement, #EmergencyFunds, #FinancialWellness

    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
  • Choosing the Right Retirement Contributions
    2024/09/25

    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, #retirementsimplified

    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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    9 分
  • Your 6-Step Retirement Check-up!
    2024/09/18

    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, #retirementsimplified

    Welcome to Cortburg Speaks Retirement Podcast
    with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

    CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST

    FOLLOW US ON:

    • YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
    • Facebook-> https://m.facebook.com/CortburgInc
    • Twitter-> https://twitter.com/CortburgInc
    • LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
    • Website: www.CortburgRetirement.com
    • Email: Miguel@CortburgRetirement.com


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    6 分
  • Are You a Retirement Expert?
    2024/09/11

    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


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    10 分