Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

Cortburg Speaks Retirement

Business EN ↓ 295 episodes

Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.

Author

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

Episodes

2022 Tax Season Checklist 09.02.2022 5:35

On this week’s audio podcast, Miguel Gonzalez discusses everything you need to be ready for tax season this year. 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...

Have You Factored Inflation Into Your Retirement? 03.02.2022 5:31

On this week’s audio podcast, Miguel explains how to factor inflation into your retirement as your retirement portfolio might be up, but inflation is crushing your returns. 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/CORTBURGRETIREMENTADVISO...

What You Need to Know about Financial Fraud 26.01.2022 6:05

On this week’s audio podcast, Miguel Gonzalez discusses what You Need to Know about Financial Fraud. 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://t...

Rules for Charitable Giving 19.01.2022 7:08

Contributing to charities comes with a load of tax rules. In this week's audio podcast, Miguel Gonzalez shares a few things to think about regarding charitable giving. 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...

5 Resolutions for Retirees 12.01.2022 5:22

On this week’s audio podcast, I will provide you with 5 new year’s resolutions for those nearing retirement. If you are getting ready to retire or just retired, you won’t want to miss this episode. 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/...

New Year, New Goals: Your Countdown to Financial Health 05.01.2022 4:51

On this week’s audio podcast, Miguel Gonzalez prepares you for the New Year, New Goals and your countdown to financial health. 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/Cortburg...

5 Things You Need to Know About Long-Term Care Insurance 29.12.2021 4:28

On this week’s audio podcast, Miguel Gonzalez shares the Five Things You Need to Know About Long-Term Care Insurance. While long-term health insurance is not a new option, it is becoming more prevalent as the costs of aging continue to rise. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW U...

Retirement Mistakes to Fix before the Holidays 22.12.2021 7:52

If you spend as much time fixing your mistakes as you do planning the holidays, you can make great progress for your retirement. 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/Cortb...

2021 Year-End Planning for Retirees 15.12.2021 4:54

As we approach end of year, Miguel Gonzalez shares three steps you may take when planning the end of the 2021 tax year and the beginning of 2022. 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.fa...

Long-Term Care options 10.12.2021 5:36

Have you ever thought about what would happen if you or a family member were no longer able to live independently? In this week's audio podcast, Miguel Gonzalez shares how you can start the Long -Term Care planning process by considering some common options for receiving and funding care. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE...

ABC’s of Estate Planning 01.12.2021 5:02

Estate planning is important for everyone, regardless of income level or net worth. For this reason, on this week's audio podcast, Miguel Gonzalez shares how planning for the disposition of assets upon your death can provide benefits to all the parties involved. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'...

Paving Your Road to Retirement 24.11.2021 5:29

Whatever your age, it’s never too soon to look ahead toward retirement. In this week's audio podcast, Miguel Gonzalez shares how proper planning can make the transition to retirement a smooth, comfortable and confident ride. 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: YouT...

Veterans and Retirement Planning 17.11.2021 4:26

Last week we celebrated Veteran's Day. Today after November 11th, we remember and thank our veterans by sharing this podcast to help understand their military retirement plans. 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/CORTBURGRETIREME...

Retirement Planning Primer 10.11.2021 5:20

On this week’s audio podcast, Miguel Gonzalez shares the factors that will determine the type of retirement you will experience. 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/Cortbu...

Understanding the Estate Planning Process 03.11.2021 8:34

In this week's audio episode, Miguel Gonzalez shares how a well-structured estate plan can be invaluable. https://www.cortburgretirement.com/audio-podcast 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-&gt...

Cashing out your 401k early 28.10.2021 4:39

In this week’s episode, Miguel Gonzalez discusses why you should resist the temptation to cash out your 401k early. 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...

Why Investors Should Worry about Stagflation 20.10.2021 9:12

Slow economic growth, high unemployment and rising inflation = misery 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...

4 Tips for Gaining Financial Independence 13.10.2021 4:59

In this week’s audio episode, we share 4 Tips for Gaining Financial Independence. The golden rule of financial planning: if you can plan it, you can pursue it. 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-&g...

Doing Well by Doing Good 29.09.2021 6:46

On this week's audio podcast, Miguel Gonzalez shares how a charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. 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->...

Why Invest? 23.09.2021 5:27

To accumulate wealth, people may choose to invest their money into various types of investments. In this week's audio podcast, Miguel Gonzalez shares reasons why people choose to invest. 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/CORTB...

Advantages & Disadvantages of 401(k) Loans 16.09.2021 6:09

In this week’s audio episode, Miguel Gonzalez describes the Advantages & Disadvantages of 401(k) Loans. Sometimes a 401(k) loan makes sense, but there are a lot of considerations 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/CORTBURGRETIREM...

Caring for Aging Parents 08.09.2021 4:59

On this week's episode, Miguel Gonzalez shares important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing for the cost of the care. 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....

Life Insurance: Do You Have Enough? 01.09.2021 5:04

June 28th was National Insurance Awareness Day which prompts the question of whether you are adequately covered. Right now is a great time to assess your insurance coverage and evaluate your risk of being underinsured. 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-> http...

Investment FOMO 25.08.2021 5:38

Do You Have FOMO When it Comes to Investing? Fear-of-missing-out is a very real emotion – in this week's audio podcast, Miguel Gonzalez, explains how it it can derail your investment portfolio. 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/...

Best Money-Saving Travel Tips for 2021 19.08.2021 17:40

If 2020 made you fantasize about a trip as soon as travel restrictions were lifted—and you’re still waiting—you aren’t alone. On this week’s podcast, we have a special guest - Eva Grodberg with Epic Experiences. Eva is a Certified Luxury Travel Specialist with Travel Leaders and The Travel Institute. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CL...