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

6 Ways to Minimize Your Tax Liability 25.01.2023 5:32

On this audio podcast episode, Miguel Gonzalez shares 6 ways to minimize your tax liability throughout the 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-...

Protect Yourself Against Tax Identity Theft 18.01.2023 4:57

On this week’s audio podcast, Miguel Gonzalez discusses how you can recognize and protect yourself against tax identity theft. 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...

Ways to Minimize Tax on an Investment Portfolio 11.01.2023 6:51

In this audio podcast episode, Miguel Gonzalez shares several approaches and strategies to minimize taxes on 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/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com...

Cheers to a New Year of Investing 04.01.2023 5:43

In this audio podcast, Miguel Gonzalez shares 4 key opportunities to consider that may recharge and reset your finances as you enter the new 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.f...

Countdown to Investing in the New Year 28.12.2022 5:46

On this episode of Cortburg Speaks Retirement, Miguel Gonzalez shares a 10-question countdown for investors looking to enhance and expand their 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/CORTBURGRETIREMENTADVISORS Face...

A YEAR-END CHECKLIST FOR 401k PLANS 21.12.2022 9:12

In this audio podcast episode, Miguel Gonzalez has compiled a year-end checklist for traditional and safe harbor 401k 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/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgIn...

The 12 Days of Year-End Planning 14.12.2022 6:59

In this audio podcast episode, Miguel Gonzalez shares 12 financial items to consider going into “The New Year." This is Cortburg's year-end wealth planning guide. 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/CORTBURGRETIREMENTADVISOR...

Your Retirement Savings Goal 07.12.2022 10:23

In this audio podcast, Miguel Gonzalez shares how to set an accumulation goal to achieve your overall retirement savings strategy. 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/Cort...

Women Entrepreneurs and Succession Planning 30.11.2022 4:53

As an entrepreneur, there are multiple demands on your time and matters that require prioritizing. On this audio podcast episode, Miguel Gonzalez talks about what women entrepreneurs should know about succession 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-> h...

A Year-End Wealth Planning Guide 23.11.2022 6:53

In this audio podcast, as we approach the end of the year, Miguel Gonzalez examines 4 critical areas to consider that may affect your finances. 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...

Women Who Are Living in the Sandwich Generation 16.11.2022 9:30

In this audio podcast episode, Miguel Gonzalez shares tips for women and men living in the sandwich generation. If you find yourself sandwiched between caregiving demands, these are some strategies to navigate this life phase. 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-...

Common Factors Affecting Retirement Income 09.11.2022 9:27

On this audio podcast, Miguel Gonzalez shares the common factors that can affect your retirement income. 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-> http...

4 Helpful Halloween Lessons for Investors 02.11.2022 4:27

In this podcast episode, Miguel Gonzalez shares 4 helpful Halloween lessons for investors. 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...

Have You Checked Your Retirement Plan Lately? 26.10.2022 10:04

On this audio podcast, Miguel Gonzalez talks about the importance of reviewing your retirement plan at least once per 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...

Your Long-Term Care Action Plan 19.10.2022 5:28

On this audio podcast, Miguel Gonzalez shares a long-term care action plan that will provide step by step guidance for your insurance needs. 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.faceboo...

5 Key Steps to Help Women Strengthen Their Business and Their Retirement 12.10.2022 4:59

On this audio podcast, Miguel Gonzalez shares 5 key steps to help women strengthen their business and 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/CortburgInc Twitter-&...

Comparing Life Insurance Policies 05.10.2022 8:34

On this episode of Cortburg Speaks Retirement, Miguel Gonzalez shares how to find the right life insurance policy for you. 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...

6 Potential 401k Rollover Pitfalls 28.09.2022 9:35

In this audio podcast, Miguel Gonzalez shares the 6 potential 401k rollover pitfalls and how you can avoid 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/CortburgInc Twitter-&g...

Saving for Retirement and Child's Education 21.09.2022 9:18

On this audio podcast episode, Miguel Gonzalez shares a few ideas of how you can save for your Retirement and your child's Education AT THE SAME TIME. 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-> ht...

401(K) - The Preferred Vehicle for Retirement Savings 14.09.2022 6:17

On this audio podcast episode, Miguel Gonzales talks about the preferred vehicle to save for the retirement AND the one of the most desirable employee benefit - a 401k plan. 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/CORTBURGRETIREMENTADVISOR...

A Retirement Income Roadmap for Women 07.09.2022 11:11

On this episode of Cortburg Speaks Retirement, Miguel Gonzalez shares a retirement income roadmap to help you take charge of your own 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-> htt...

Lessons from the Great Recession of 2007–2009 31.08.2022 5:28

On this audio podcast episode, Miguel Gonzalez shares lessons learned from the last great recession from 2007 to 2009. 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 Twit...

What’s a bear market? 24.08.2022 5:18

On this audio podcast, Miguel Gonzalez explains what a bear market is and why it matters to you. 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://twitt...

Balancing a Retirement Portfolio with Asset Allocation 17.08.2022 11:03

In this audio podcast, Miguel Gonzalez explains how to balance your retirement portfolio using asset allocation strategies. 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/CortburgI...

Investing in stocks 10.08.2022 10:56

In this audio podcast, Miguel Gonzalez explains investing in stocks. 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-...