Cortburg Speaks Retirement copertina

Cortburg Speaks Retirement

Cortburg Speaks Retirement

Di: Miguel Gonzalez MBA AIF® CPFA® CRC®
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A proposito di questo titolo

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.

© 2026 Cortburg Retirement Advisors, Inc. Economia Finanza personale
Episodi
  • Lifestyle Creep Is Costing You More Than You Think

    Lifestyle Creep Is Costing You More Than You Think
    Apr 29 2026

    As your income grows, your spending often grows with it — sometimes without you even realizing it.

    In this episode, Miguel Gonzalez explains how lifestyle creep can quietly impact your long-term financial goals and retirement planning. Learn how gradual spending increases, unchanged savings habits, and rising lifestyle expectations can affect your future — and how being more intentional with your money can help keep you on track.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

    #LifestyleCreep #RetirementPlanning #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #MoneyHabits

    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
    Mostra di più Mostra meno
    4 min
  • Retirement Taxes Explained: How They Affect Your Income Plan

    Retirement Taxes Explained: How They Affect Your Income Plan
    Apr 22 2026

    Taxes can play a bigger role in retirement than many people expect.

    In this episode, Miguel Gonzalez explains how taxes can influence your retirement income strategy — from understanding different types of accounts to coordinating withdrawals, managing Required Minimum Distributions, and considering tax diversification. A thoughtful approach to taxes can help bring more clarity and control to your long-term plan.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

    #RetirementTaxes #RetirementPlanning #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #TaxPlanning

    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
    Mostra di più Mostra meno
    5 min
  • 5 Financial Decisions to Revisit Before Retirement (50s & 60s)

    5 Financial Decisions to Revisit Before Retirement (50s & 60s)
    Apr 15 2026

    Your 50s and early 60s are one of the most important financial transition periods.

    In this episode, Miguel Gonzalez highlights five key financial decisions to revisit before retirement — from evaluating your savings progress and maximizing catch-up contributions to reviewing your investment strategy, planning for healthcare costs, and refining your retirement timeline. Small adjustments during this stage can have a meaningful impact on your long-term financial future.

    Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

    #RetirementPlanning #PreRetirement #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #RetirementPrep

    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
    Mostra di più Mostra meno
    3 min
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