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

Creating Financial Resolutions as a Couple 10.01.2024 4:27

Cortburg Speaks Retirement - episode #170: Creating Financial Resolutions as a Couple / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel discusses financial resolutions worth considering for couples and individuals. It's a new year and the time of year when you want to make resolutions about your personal life, busine...

6 Business Goals for a Prosperous New Year 03.01.2024 4:24

Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, Miguel Gonzalez shares a few goals to help you get started in setting business goals for a Prosperous New Year. Cortburg Speaks Retirement - episode #169: 6 Business Goals for a Prosperous New Year / Investment in Stock Market, Financial Planning, Retirement Planning, Mo...

Ringing in the New Year in Your Golden Years 27.12.2023 4:22

Cortburg Speaks Retirement - episode #168: Ringing in the New Year in Your Golden Years/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanage...

8 Tips to Stay on Track with Your Holiday Budgeting 20.12.2023 4:28

Cortburg Speaks Retirement - episode #167: 8 Tips to Stay on Track with Your Holiday Budgeting / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wea...

Dos and Don'ts for Investing During the Holidays 13.12.2023 4:31

Cortburg Speaks Retirement - episode #166: Dos and Don'ts for Investing During the Holidays / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #we...

How To Navigate Global Geopolitical Events 06.12.2023 6:26

Cortburg Speaks Retirement - episode #165: How To Navigate Global Geopolitical Events / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanag...

Women and Philanthropy: A Guide to Giving 29.11.2023 5:24

Cortburg Speaks Retirement - Episode #164: Women and Philanthropy: A Guide to Giving / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagem...

4 Thanksgiving Lessons for a Feast-Worthy Financial Plan 22.11.2023 4:39

In this audio podcast episode, Miguel Gonzalez shares 4 Thanksgiving lessons to help you and your family plan for your finances. Cortburg Speaks Retirement - episode #163: 4 Thanksgiving Lessons for a Feast-Worthy Financial Plan / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome...

Trusts and Year-End Planning 15.11.2023 5:28

Cortburg Speaks Retirement - episode #162: Trusts and Year-End Planning: A Checklist / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management On this week’s audio podcast, Miguel Gonzalez shares a checklist to help you complete your year-end estate planning. Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #...

Women, Don't Sell Yourself 08.11.2023 4:54

Cortburg Speaks Retirement - episode #161: Women, Don't Sell Yourself (Or Your Business) Short / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement...

Tax Planning and Financial Planning 01.11.2023 4:57

Cortburg Speaks Retirement - episode #160: Tax Planning and Financial Planning Go Hand in Hand / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management With tax season coming to an end, it’s the ideal time to use this year's tax return to help update your financial plan. In this audio podcast episode, Miguel Gonzalez shares some ways to learn more about how...

Working with a Financial Professional Is Not Scary 25.10.2023 4:39

In this video, Miguel Gonzalez shares a few reasons why working with a financial professional is not as scary as you may think. Cortburg Speaks Retirement - episode #159: 4 Reasons Working with a Financial Professional Is Not as Scary as You Think / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Tags: #Cortburg #retirement #retirementplanning #retirementtips...

Retirement Security Starts With Visualizing Your Future 18.10.2023 4:44

Cortburg Speaks Retirement - episode #158: Retirement Security Starts With Visualizing Your Future / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares tips on how visualization can help you plan for retirement. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CL...

Succession Planning for Women Business Owners 11.10.2023 4:54

Cortburg Speaks Retirement - episode #157: Succession Planning for Women Business Owners / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares a few tips to planning for your business's future. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LIST...

4 Unique Opportunities for Women Business Owners 04.10.2023 5:41

Cortburg Speaks Retirement - episode #156: 4 Unique Opportunities for Women Business Owners / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares 4 unique opportunities available for women business owners to grow their businesses. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®,...

How to Make Keeping Track of Your Finances Easy 27.09.2023 5:59

Cortburg Speaks Retirement - episode #155: How to Make Keeping Track of Your Finances Easy / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's audio podcast, Miguel Gonzalez talks about strategies to help you track your finances more easily. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HE...

Estate Planning and Asset Protection 20.09.2023 5:18

Cortburg Speaks Retirement - episode #154: Estate Planning and Asset Protection Are They The Same / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's audio podcast, Miguel Gonzalez explains the key differences between estate planning and asset protection, as well as the optimal occasions when you should consider each wealth-preservation stra...

Figuring Out a 401(k) Strategy That Works for You 13.09.2023 7:49

Cortburg Speaks Retirement - episode #153: Figuring Out a 401(k) Strategy That Works for You/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this week's audio podcast episode, Miguel Gonzalez talks about the most challenging aspect of investing your 401(k) - matching your tolerance for risk with your investment objectives. Welcome to Cortburg Speaks...

3 Ways To Improve Your Finances 06.09.2023 4:42

Cortburg Speaks Retirement - episode #152: 3 Ways To Improve Your Finances for Self-Improvement Month / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares a few simple tips that may help improve your personal finances so that you may move on to other important areas of self-improvement. Welcome to Cortburg Spe...

Teach Your Children Financial Education 30.08.2023 10:01

Cortburg Speaks Retirement - episode #151: Teach Your Children Well: Basic Financial Education/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast, Miguel Gonzalez urges parents to teach their children some basic financial education. As soon as children begin to handle money, start teaching them these important financial skills. Welcome to...

Back to School Time for Retirement Planning 23.08.2023 5:15

Cortburg Speaks Retirement - episode #150: Retirement Re-education_ It's Back to School Time for Retirement Planning / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management On this audio episode of Cortburg Speaks Retirement, Miguel Gonzalez talks about back-to-school retirement planning strategies. Now is the time to consider a "retirement re-education&q...

High-Earning Women and Wealth Management 16.08.2023 5:17

Cortburg Speaks Retirement - episode #149: High Earning Women and Wealth Management/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Women have unique needs that often differ from their male counterparts. For this reason, in this audio episode, Miguel Gonzalez talks about wealth management for high-earning women. Welcome to Cortburg Speaks Retirement Podcast ...

6 Tennis Tips for Retirement 09.08.2023 5:35

Cortburg Speaks Retirement - episode #148: 6 Tennis Tips to Help Make Your Retirement a Grand Slam / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management In this audio podcast episode, Miguel Gonzalez shares 6 tennis tips to help make your retirement a Grand Slam. Prepare yourself for peak performance during the game of retirement by trying some of these tennis ti...

3 Golf Tips for Retirement 02.08.2023 5:03

In this audio podcast episode, Miguel Gonzalez shares 3 tips that may help you work toward your financial success - on and off the golf course. 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.face...

Investing as a Couple 26.07.2023 9:46

In this audio podcast episode, Miguel Gonzalez talks about investing as a couple by sharing investment goals and how to reach them. 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/Cor...