• October is Financial Planning Month!

  • 2024/10/09
  • 再生時間: 7 分
  • ポッドキャスト

October is Financial Planning Month!

  • サマリー

  • 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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あらすじ・解説

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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