『Cortburg Speaks Retirement』のカバーアート

Cortburg Speaks Retirement

Cortburg Speaks Retirement

著者： Miguel Gonzalez MBA AIF® CPFA® CRC®
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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. 個人ファイナンス 経済学
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  • Why Reviewing Your Financial Goals Matters More Than You Think

    Why Reviewing Your Financial Goals Matters More Than You Think
    2026/06/10

    Setting financial goals is important—but reviewing them regularly can be just as valuable.

    In this episode, Miguel Gonzalez discusses why financial goals should evolve as life changes. Learn how career shifts, family priorities, changing expenses, market conditions, and personal milestones can all influence your financial direction. Periodic reviews can help ensure your goals remain aligned with what matters most to you.

    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.

    #FinancialGoals #FinancialPlanning #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #MoneyGoals

    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
    続きを読む 一部表示
    4 分
  • Summer Spending: Hidden Costs That Can Impact Your Budget

    Summer Spending: Hidden Costs That Can Impact Your Budget
    2026/06/03

    Summer is filled with vacations, family activities, dining out, and memorable experiences—but it can also be one of the most expensive seasons of the year.

    In this episode, Miguel Gonzalez discusses how seasonal expenses such as travel, entertainment, camps, home projects, and rising utility bills can affect your budget. Learn why planning ahead and reviewing spending habits can help you enjoy summer while staying on track with your long-term financial 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.

    #SummerSpending #BudgetingTips #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #PersonalFinance

    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
    続きを読む 一部表示
    5 分
  • How to Organize Your Finances Before Retirement

    How to Organize Your Finances Before Retirement
    2026/05/25

    As retirement approaches, financial organization becomes more important than ever.

    In this episode, Miguel Gonzalez discusses how simplifying accounts, reviewing old retirement plans, updating beneficiaries, and organizing important financial documents can help create more clarity and confidence before retirement. Small organizational steps today can make managing your financial life much easier in the years ahead.

    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 #FinancialOrganization #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
    続きを読む 一部表示
    5 分
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