Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
  • 5.0 (17)
  • Investing
  • Updated Biweekly

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. 

  1. 1d ago

    The Hidden Costs of Keeping Too Much Cash

    In this episode, Miguel Gonzalez discusses the potential hidden costs of holding excess cash, including inflation, lost purchasing power, missed opportunities, and the impact on long-term financial goals. He also explains why finding the right balance between liquidity and long-term planning is so important. 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. 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/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

  2. Sep 9

    Best 5 Financial Habits That Can Make Tax Season Easier

    In this episode, Miguel Gonzalez shares five habits that can help make tax season easier—from organizing financial documents and tracking major life changes to keeping charitable giving records and meeting with financial and tax professionals before year-end. Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families with retirement income planning, investment strategies, and personalized retirement plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique financial planning firm focused on helping clients prepare for every stage of their financial lives. #TaxSeason #TaxPreparation #TaxPlanning #FinancialPlanning #PersonalFinance #FinancialOrganization #MoneyManagement #FinancialWellness #TaxTips #FinancialDocuments #MoneyHabits #YearEndPlanning #CharitableGiving #FinancialEducation #RetirementPlanning #WealthManagement #SmartMoneyMoves #Cortburg #CortburgSpeaksRetirement #MiguelXGonzalez 📘 Facebook — Video 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/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

  3. Sep 2

    Should You Save More, Invest More, or Pay Off Debt?

    In this episode, Miguel Gonzalez discusses how emergency savings, interest rates, debt, long-term goals, and changing financial priorities can help determine where your extra money should go. He also explains why the answer doesn't always have to be all-or-nothing. 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. #SaveOrInvest #PayOffDebt #FinancialPlanning #PersonalFinance #SavingMoney #Investing #DebtManagement #EmergencySavings #MoneyManagement #FinancialWellness #CortburgSpeaksRetirement #MiguelXGonzalez #RetirementPlanning #FinancialGoals #MoneyHabits #FinancialEducation #DebtFree #InvestingForBeginners #FinancialConfidence #SmartMoneyMoves 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/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

  4. Aug 26

    Financial Emergency File: 6 Things Every Adult Should Have

    In this episode, Miguel Gonzalez explains six things every adult should consider including in a financial emergency file—from a list of financial accounts and insurance policies to estate planning documents, recurring bills, professional contacts, and secure digital access information. Taking the time to organize these essentials now can make important financial information much easier to locate when it's needed most. Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families with retirement income planning, investment strategies, and personalized retirement plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique financial planning firm focused on helping clients prepare for every stage of their financial lives. https://www.cortburgretirement.com/ https://cortburg.buzzsprout.com/ https://www.youtube.com/@cortburgretirementadvisors https://www.linkedin.com/in/miguelxgonzalez https://www.facebook.com/cortburginc #FinancialEmergency #EmergencyPlanning #FinancialPlanning #FinancialChecklist #PersonalFinance #EstatePlanning #FinancialOrganization #CortburgSpeaksRetirement #MiguelXGonzalez #RetirementPlanning #FinancialWellness #MoneyManagement #EmergencyPreparedness #FinancialDocuments #FamilyFinances #EstateDocuments #FinancialAccounts #FinancialEducation #WealthManagement #MoneyTips 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/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

  5. Aug 19

    5 Beneficiary Mistakes That Could Cost Your Family

    Reviewing your beneficiary designations may take just a few minutes—but overlooking them could have lasting consequences. In this episode, Miguel Gonzalez discusses some of the most common beneficiary mistakes people make, including failing to update beneficiaries after major life events, relying solely on a will, overlooking contingent beneficiaries, forgetting old retirement accounts, and assuming beneficiary reviews are a one-time task. Learn why periodic reviews are an important part of keeping your financial plan up to date. 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. #Beneficiaries #EstatePlanning #FinancialPlanning #CortburgSpeaksRetirement #MiguelXGonzalez #RetirementPlanning #PersonalFinance #FinancialWellness #LegacyPlanning #LifeInsurance #401k #IRA #FinancialEducation #MoneyManagement #WealthManagement #FinancialChecklist #EstatePlan #FinancialOrganization #SmartMoneyMoves #FinancialConfidence 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/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

  6. Aug 5

    7 Financial Accounts You Should Review Every Year

    In this episode, Miguel Gonzalez discusses seven important financial accounts that deserve an annual review—from checking and savings accounts to retirement plans, investment accounts, insurance policies, HSAs, FSAs, and beneficiary designations. A simple yearly review can help you stay organized, identify potential issues, and keep your financial plan aligned with your long-term goals. 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. #FinancialPlanning #PersonalFinance #FinancialAccounts #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #MoneyManagement #RetirementPlanning #InvestmentAccounts #401k #FinancialChecklist #WealthManagement #MoneyHabits #FinancialOrganization #FinancialHealth #SmartMoneyMoves #Beneficiaries #InsurancePlanning #FinancialEducation #AnnualFinancialReview 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/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

  7. Jul 29

    Saving vs. Investing: What's the Difference?

    In this week's episode, Miguel Gonzalez explains the key differences between saving and investing, including how time horizon, risk, inflation, and financial goals influence each strategy. Learn why both saving and investing play important roles in building a strong financial foundation and how understanding the difference can help you make smarter financial decisions. 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. #SavingVsInvesting #PersonalFinance #Investing #SavingMoney #FinancialPlanning #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #MoneyManagement #RetirementPlanning #FinancialEducation #WealthBuilding #MoneyHabits #FinancialFreedom #InvestingBasics #SavingsGoals #SmartMoneyMoves #MoneyMindset #FinancialConfidence #LongTermInvesting 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/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

  8. Jul 22

    How to Prepare Financially for Unexpected Expenses

    In this episode, Miguel Gonzalez discusses practical ways to prepare for life's financial surprises, from building emergency savings and planning for irregular expenses to reviewing insurance coverage, managing debt, and creating flexibility within your budget. A little preparation today can help you face tomorrow's unexpected challenges with greater confidence. 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. #EmergencyFund #UnexpectedExpenses #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #FinancialPlanning #MoneyManagement #PersonalFinance #EmergencySavings #Budgeting #FinancialFreedom #MoneyHabits #DebtManagement #FinancialConfidence #WealthBuilding #SmartMoneyMoves #SavingsGoals #FinancialEducation #MoneyMindset #FinancialHealth 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/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

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5
out of 5
17 Ratings

About

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. 

Information

  • Creator
    Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
  • Years Active
    2020 - 2026
  • Episodes
    305
  • Rating
    Explicit
  • Copyright
    © 2026 Cortburg Retirement Advisors, Inc.
  • Show Website
    Cortburg Speaks Retirement