Shows
Cortburg Speaks RetirementChoosing the Right Retirement ContributionsMiguel Gonzalez, CRC breaks down the differences between pre-tax, Roth, and non-Roth after-tax contributions for employer-sponsored retirement plans. Learn how to choose the best option based on your financial goals and tax situation.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group...
2024-09-2509 min
Cortburg Speaks RetirementYour 6-Step Retirement Check-up!Join Miguel Gonzalez, CRC, this week as he guides you through an easy annual checkup for your retirement plan. From optimizing contributions to reviewing investments, learn practical steps to keep your retirement strategy on track.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax...
2024-09-1805 min
Cortburg Speaks RetirementAre You a Retirement Expert?In this week's podcast, Certified Retirement Counselor Miguel Gonzalez challenges your retirement savings knowledge with a True or False test. Tune in to see how much you know!Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel...
2024-09-1109 min
Cortburg Speaks RetirementDon't Stress Over Your Retirement Goal!This episode with Miguel Gonzalez, Certified Retirement Counselor, dives into setting achievable retirement savings goals. Learn how to break down daunting numbers, navigate changing assumptions, and make your future self a priority to stay on track for a secure retirement.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including...
2024-09-0409 min
Cortburg Speaks RetirementPaving Your Road to RetirementJoin Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he guides you through essential strategies to ensure a smooth and confident transition into retirement.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and...
2024-08-2805 min
Cortburg Speaks Retirement10 Years and Counting....6 Tips for those Approaching Retirement!This week Miguel Gonzalez, CRC, shares practical tips for those 10 years away from retirement to help plan for a smooth and stress-free transition.About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision impacts your financial future and get expert insights to help you make the best choice for your unique situation.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients t...
2024-08-2111 min
Cortburg Speaks RetirementPlanning Your Retirement Flight Plan In this week's podcast, Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, discusses three essential steps to prepare for retirement, including understanding annual expenses, inspecting income sources, and planning for healthcare costs. About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax pl...
2024-07-3105 min
Cortburg Speaks Retirement5 Strategies to Preserve Your FinancesJoin Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he discusses revisiting your financial goals this summer and provides 5 essential tips for achieving financial independence.About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision impacts your financial future and get expert insights to help you make the best choice for your unique situation.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial p...
2024-07-2404 min
Cortburg Speaks RetirementA Recipe for RetirementDiscover how annuities, mutual funds, and life insurance can shape your retirement strategy for a secure financial future. Join Miguel Gonzalez, CRC, as he breaks down these key components and empower you to make informed decisions.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits...
2024-07-1706 min
Cortburg Speaks RetirementWhen to Collect Social Security?Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision impacts your financial future and get expert insights to help you make the best choice for your unique situation.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our...
2024-07-1007 min
Cortburg Speaks RetirementLong-Term Care optionsHave you ever thought about what would happen if you or a family member were no longer able to live independently? In this week's audio podcast, Miguel Gonzalez shares how you can start the Long -Term Care planning process by considering some common options for receiving and funding care.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/CORT...
2021-12-1005 min
PennyWise FinancialYear-End ChoresIt's almost the end of the year and that means a time crunch for many of us. Our business is very cyclical which means that we're crazy busy at certain times of the year for various reasons and this time of year happens to be one of those. Why the craze in December of all times? We talk about that, some strategies on tax-deferred versus tax-free, retirement accounts, and some stuff you should be thinking about right now.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Cre...
2021-12-0939 min
PennyWise FinancialLet's see what you're made ofBuy, sell, do nothing, laugh, cry, smile, rejoice - all the emotions of a day in the life of a trader. Good thing were investors and not traders. We chat about current happenings and different investment strategies happening now.Host: Constantine J Kitrinos, CPFA Co-Host: Jason T Georgiev Link: https://www.monarchwealthmanagement.com Credit below for music used in commercials intros/outros etc. Intro Welcome to the Show by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show License: https://filmmusic.io/standard-license Commercials Grand Dark Waltz Allegretto by Kevin MacLeod Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto License: https://filmmusic...
2021-12-0840 min
Cortburg Speaks RetirementABC’s of Estate PlanningEstate planning is important for everyone, regardless of income level or net worth. For this reason, on this week's audio podcast, Miguel Gonzalez shares how planning for the disposition of assets upon your death can provide benefits to all the parties involved.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...
2021-12-0105 min
Cortburg Speaks RetirementPaving Your Road to RetirementWhatever your age, it’s never too soon to look ahead toward retirement. In this week's audio podcast, Miguel Gonzalez shares how proper planning can make the transition to retirement a smooth, comfortable and confident ride.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...
2021-11-2405 min
Cortburg Speaks RetirementVeterans and Retirement PlanningLast week we celebrated Veteran's Day. Today after November 11th, we remember and thank our veterans by sharing this podcast to help understand their military retirement 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/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/migu...
2021-11-1704 min
Cortburg Speaks RetirementRetirement Planning PrimerOn this week’s audio podcast, Miguel Gonzalez shares the factors that will determine the type of retirement you will experience.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
2021-11-1105 min
Cortburg Speaks RetirementUnderstanding the Estate Planning ProcessIn this week's audio episode, Miguel Gonzalez shares how a well-structured estate plan can be invaluable.https://www.cortburgretirement.com/audio-podcastWelcome 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
2021-11-0308 min
Cortburg Speaks RetirementCashing out your 401k earlyIn this week’s episode, Miguel Gonzalez discusses why you should resist the temptation to cash out your 401k early.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
2021-10-2804 min
Cortburg Speaks RetirementWhy Investors Should Worry about StagflationSlow economic growth, high unemployment and rising inflation = miseryWelcome 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
2021-10-2009 min
PennyWise FinancialThe Cat's MeowThe stock market has some scratching their head looking for answers. It's time to take a look at the disconnect between main street and Wallstreet. We scroll through various sectors of the market and look to find the Cat's next meow. Because of the recent market jitters, it can become frustrating to know exactly what to do and how to make money. On previous episodes we talk in general about positions we see going down, but here we talk more on the areas that look to benefit from the market conditions now and moving forward.
Host: Constantine J K...
2021-10-1427 min
Cortburg Speaks Retirement4 Tips for Gaining Financial IndependenceIn this week’s audio episode, we share 4 Tips for Gaining Financial Independence. The golden rule of financial planning: if you can plan it, you can pursue it.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...
2021-10-1304 min
PennyWise FinancialHeading into the last 3 monthsYou don't have to be left alone to look at your statements, see losses and not hear from your advisor on the market and the outlook. Jason and I touch on some of our clients fears and relevance of market returns in the final quarter of the year. We reference LPL Research among other things like interest rates and the sensitivity of bonds and fixed income as we enter a new phase of interest rates and inflation.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Cr...
2021-09-3036 min
Cortburg Speaks RetirementDoing Well by Doing GoodOn this week's audio podcast, Miguel Gonzalez shares how a charitable remainder trust (CRT) can be a highly effective financial and estate planning tool.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
2021-09-2906 min
PennyWise FinancialMarket Slamming on the brakesThe market may have spooked you a little these past few weeks, but we're not so sure this is cause for alarm and may just be one of many head fakes that are yet to come. It's funny how short-term our memories can be when it comes to investment returns. In one breathe we wonder if it's possible to get a 20% or great return this year and a week of tumbling stocks makes us wonder if our "stuff" is still safe! We navigate through some of the items on the laundry list of reasons the market may be bobbing an...
2021-09-2340 min
Cortburg Speaks RetirementWhy Invest?To accumulate wealth, people may choose to invest their money into various types of investments. In this week's audio podcast, Miguel Gonzalez shares reasons why people choose to invest.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...
2021-09-2305 min
PennyWise FinancialAim high & know moreYou're a client, a podcast subscriber, a blog post member, a newsletter recipient and you know everything we do and don't do as a firm; right? We're finding that even long-time clients don't know all of our capabilities, especially as we continue to grow and add more areas where we can help. Tune in to hear some questions from the audience which includes current clients and some prospects to give you a better understanding of where we can help and where we can't.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
2021-09-1637 min
Cortburg Speaks RetirementAdvantages & Disadvantages of 401(k) LoansIn this week’s audio episode, Miguel Gonzalez describes the Advantages & Disadvantages of 401(k) Loans. Sometimes a 401(k) loan makes sense, but there are a lot of considerationsWelcome 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...
2021-09-1606 min
PennyWise FinancialLive from the MayanHear what we learned from our trip to the Mayan. We chat with business owners, travelers, hotel & tourism employees and get a different perspective on the industry and where things are headed in the upcoming years. There are a few stocks that come to mind when we traveled and had the opportunity to learn more about them, how they've performed, and a glimpse into their future.
Host: Constantine J Kitrinos, CPFA
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
2021-09-1429 min
Cortburg Speaks RetirementCaring for Aging ParentsOn this week's episode, Miguel Gonzalez shares important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing for the cost of the care.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...
2021-09-0804 min
Cortburg Speaks RetirementLife Insurance: Do You Have Enough?June 28th was National Insurance Awareness Day which prompts the question of whether you are adequately covered. Right now is a great time to assess your insurance coverage and evaluate your risk of being underinsured.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...
2021-09-0105 min
Cortburg Speaks RetirementInvestment FOMODo You Have FOMO When it Comes to Investing?Fear-of-missing-out is a very real emotion – in this week's audio podcast, Miguel Gonzalez, explains how it it can derail 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/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/migue...
2021-08-2505 min
PennyWise FinancialA helping handWe celebrate a special birthday for our very own Jason Georgiev | Branch Operations Manager and so, so much more! Topics for discussion include inflation, Retirement Plan help, when to sell or buy stocks, and how much is enough. Know when to hold 'em and when to fold 'em.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin MacLeod
...
2021-08-1940 min
Cortburg Speaks RetirementBest Money-Saving Travel Tips for 2021If 2020 made you fantasize about a trip as soon as travel restrictions were lifted—and you’re still waiting—you aren’t alone. On this week’s podcast, we have a special guest - Eva Grodberg with Epic Experiences. Eva is a Certified Luxury Travel Specialist with Travel Leaders and The Travel Institute.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...
2021-08-1917 min
PennyWise FinancialToss me a boneIf you're going to a wedding or larger function this year hear some of the changes to expect and know what's going into the planning. Visiting restaurants, food prices, and costs are still on the rise while employment openings remain difficult to fill. If you haven't revisited the interest rate on your home or auto, you might want to look a little closer. Hear how we worked with a client recently and what they're doing to take advantage while rates remain at record low levels.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Geo...
2021-08-1231 min
Cortburg Speaks RetirementInflation – Age and SpendingIn this week's audio episode, Miguel Gonzalez shares how inflation varies based on your spending and gives tips to accurately project for inflation as you think about your retirement 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/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.Cort...
2021-08-1107 min
PennyWise FinancialHome vs. AwayLearn what's new with our Broker/Dealer - LPL this week, compliance in our industry, and the tools at our disposal. We revisit hot buttons for the market and the economy like the Delta variant, mask mandates, and vaccine progress. Understand why overseas markets look less expensive, could be a place to be, and how and when we're positioning our assets into areas of the market poised for growth potential with more control over the pandemic.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Int...
2021-08-0540 min
Cortburg Speaks Retirement5 Financial Mistakes You Should AvoidWe all make mistakes, and through them, we learn. But when it comes to finances, trial-and-error may not be the most suitable approach for you.In this week's episode, Miguel Gonzalez shares simple steps that might save you a great deal of money and heartache.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.fac...
2021-08-0406 min
PennyWise FinancialSummer, The Olympics & The MarketGet more info on the Child Tax Credit, the Delta Variant, Stock Market, and the Olympics. Learn more about what's to come in the months of August and September and the rest of the year. Both opportunity and some volatility could be lurking around the corner. We analyze the data and give some details on how we see positioning your portfolio during the year following an election.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used i...
2021-07-2931 min
Cortburg Speaks RetirementTips for Navigating a Volatile RetirementRetirement is the time in your life when you want to sit back, relax, and enjoy the fruits of years of hard work. But unfortunately, when the market is volatile, it may bring additional anxiety and stress. The good news is, a volatile market does not necessarily spell disaster. In this week's episode, Miguel Gonzalez shares a few simple tips to reduce anxiety as you navigate through these times.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTE...
2021-07-2804 min
PennyWise Financial⁉ A look under the hoodPeople often wonder what it is we do day in and day out when we're not meeting with clients. Research, digging, understanding, formulating, forecasting, adapting, and tons and tons of data integration. Making sense of the numbers we all have access to. Knowing where to look and what to look for. It's about having a process, a philosophy, and executing decisions that will either help protect and capitalize on growth opportunities.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Cre...
2021-07-2238 min
Cortburg Speaks RetirementToo Young to Invest?Too Young to Think About Investing? Think Again!Compounding -- the best kept secret of long-term investment success.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
2021-07-2106 min
PennyWise FinancialParenthood - The Journey | The Cost | The RewardI talk to one of the firm's Independent advisors based out of Buffalo, NY to discuss his unique offerings and how we work as a team on retirement plans. Mark shares some insight on what he does, his process, and how he and I work together with business owners. He shares some of his journey to parenthood and the financial aspects that he had to overcome. Tune in to hear more about Mark on both a business level as well as his personal side.
Host: Constantine J Kitrinos, CPFA
Guest: Mark R Zie...
2021-07-1538 min
Cortburg Speaks RetirementEarly Retirement and Pension BuyoutsCortburg Speaks Retirement - episode #41: Are Early Retirement and Pension Buyout Offers a Good Deal for You? / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementOn this episode, Miguel Gonzalez will help you answer the questions “Are Early Retirement and Pension Buyout Offers a Good Deal 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/CORTB...
2021-07-1404 min
PennyWise FinancialFill it up pleaseUnderstand more about the breakdown of what you'll find in the makeup of your gas prices at the pump. Inflation and how it has a role in gas prices, the stock market, and commodities. Where things have been since the beginning of the year and where they're headed.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
Credit below for music used in commercials intros/outros etc.
Intro
Welcome to the Show by Kevin M...
2021-07-0831 min
Cortburg Speaks RetirementMANAGING A BUDGET DURING YOUR RETIREMENTRetirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and any healthcare costs.In this week's audio podcast, Miguel Gonzalez shares 3 important steps that you can take to maximize your cash flow and better manage your income and expenses during 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...
2021-07-0706 min
PennyWise FinancialMake your business shine 🌟You're a business owner and don't have time for a long, drawn-out valuation that's expensive and a static determination of what it's worth at that moment in time. Learn how we work with existing, new, or business owners selling their business to know what it's worth. Understand the Key Performance Indicators that are enhancing or detracting your business valuation. Not selling, buying, or retiring anytime soon? You might think these don't help, but they can provide insight and guidance that is impactful for a ton of reasons. We discuss how you can get the most from your valuation.
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2021-07-0121 min
Cortburg Speaks RetirementWomen & Retirement: Modern Day ChallengeWomen can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges. In this week's audio podcast, Miguel Gonzalez shares several reasons why retirement is different for women than men, and tips women can implement to thrive in 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.face...
2021-06-3005 min
PennyWise FinancialOur 3 "P" Soup - People, Product, ProcessOur "secret" to success isn't much different from some of the most successful firms out there. That begins with the three "P's". People, Product, and Process have to be fine-tuned and repeatable so you come to expect a very high level of service and communication. Clients know most, if not all about how we communicate our strategy, investment changes, and process, but if you don't - take a listen. We walk through the new client process, how to find us, how and where we meet clients, ways we keep in touch, and how you can access your "stuff" with us a...
2021-06-2426 min
Cortburg Speaks RetirementRetirement Planning Throughout LifeRetirement planning is a complex process requiring as much support and time as possible to reach the desired end. Retirement planning at all ages is important – the more time put into the process, the less investment is necessary to work towards your goals. In this week's episode, Miguel Gonzalez shares a variety of strategies that exist to help people retire, and how these strategies and methods change over time.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
2021-06-2305 min
PennyWise FinancialReal estate Profits & PitfallsLisa from Geraci Realty talks through the market conditions, the buying process, how real estate reacts in a rising rate environment, and many other things. Real estate investing comes in all different shapes and sizes and profitability can vary quite a bit. Take a listen and learn more about the market right now and what's happening from an insider, my wife!
Host: Constantine J Kitrinos, CPFA
Guest-Host: Lisa Gianvecchio
Link: https://www.monarchwealthmanagement.com
Link: https://www.geracirealty.com
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2021-06-1828 min
Cortburg Speaks RetirementCould the Roth 401(k) Be Right For You?On this episode, Miguel Gonzalez shares the differences between traditional and Roth 401(k) to help you determine which option is right 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 Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com...
2021-06-1606 min
PennyWise FinancialCrypto and Digital Currency TalkWe've had questions thrown our way for the past several years regarding digital or cryptocurrencies. People want to know what they are, how they work, and if they should invest in them. Jason and I discuss some terminology, the background on their creation, and some of the things we can help clients with beginning a few weeks from now. Make no mistake, cryptocurrencies are NOT for the faint of heart and there is a considerable amount of implied risk. Investing in this type of asset class requires additional parameters, disclosures, and assessment to be certain it's both appropriate and understood rega...
2021-06-1030 min
PennyWise FinancialTerminology & the investable world outside of stocksYou know the stock market, you understand the basics of bonds, but listen as we describe some of the more intricate details of alternative investments and how bonds work. Fixed income might be more complex and a better market indicator than the stock market itself. Money managers have looked to the bond market for hints at where the market may head in the upcoming 6 - 12 months. Take a listen and subscribe to hear future episodes.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Goergiev
Link: https://www.monarchwealthmanagement.com
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2021-06-0958 min
Cortburg Speaks Retirement5 Factors that Impact Your RetirementOn this episode, Miguel Gonzalez shares 5 factors that can impact your retirement. Although it’s hard to know what will happen in the future to you or your investments, these are the main things that should be addressed in your retirement 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/CortburgInc Twitter-> https://twitte...
2021-06-0204 min
Cortburg Speaks RetirementRetirement Planning: Roth or Not to RothIn this week’s episode, I will help you answer an often confusing retirement planning question: To Roth or Not to Roth?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
2021-05-2606 min
PennyWise FinancialTime to get outta Dodge!If you're like the rest of Americans, you're thinking you can't wait for a vacation! Here's your chance to hear from an expert on what to expect and how things are done when it comes to travel in this post-pandemic era. How do you book travel these days? For those who don't use a travel agent or wonder why people still use them, you should listen to this episode. We chat with Natalie Fichera, owner and travel advisor at NJF Travel as we get to the bottom of travel planning right now. Our conversation gives us a different perspective on the t...
2021-05-2142 min
Cortburg Speaks Retirement5 Savings SecretsPeople often come to me asking for financial advice, specifically how to save money. If you have been meaning to save more for the future, this episode of our Cortburg Speaks Retirement podcast is 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 Twitter-> https://twitter.com/CortburgInc Linke...
2021-05-1907 min
Cortburg Speaks RetirementPERSONAL FINANCE TIPS FOR MILITARY FAMILIESIn recognition of National Military Appreciation Month, I will share personal finance tips for military families. Military families face unique challenges, making personal finance even more critical. 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...
2021-05-1304 min
PennyWise FinancialRetirement Plans & EmploymentYou have a retirement plan at work just like everyone else and that means what? More than likely you set up your 401(k), picked a target date fund or some individual investments, and haven't look at a statement or thought about it in a while. We meet with people who ask for help on these plans or want to know more about them. Jay and I discuss different retirement plans, how they work, and the differences in the way we help clients and business owners with respect to retirement plans.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https...
2021-05-0640 min
Cortburg Speaks RetirementWhat Should Grandparents Know About 529\Savings Accounts?In this week’s podcast, I answer the question What Should Grandparents Know About 529 Savings Accounts?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
2021-05-0505 min
PennyWise FinancialCOVID Round 2? | Market TurbulenceWe discuss my recent absence and battle with Round 2 of having COVID! What is going on with the economy, how do we invest in this turbulent market and what can you expect as a new client with the firm? These are some of the topics we discuss as we navigate the market and continue to pursue opportunity and understanding.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
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Intro
Welcome to the Show by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show
Lic...
2021-04-2941 min
Cortburg Speaks Retirement4 GREAT, UNEXPECTED PLACES TO RAISE A FAMILYMany factors contribute to a great place to raise a family, but a great education system, a safe environment and diverse activities are common elements to family-friendly cities. In this week’s audio podcast, I will share 4 great and sometimes unexpected, places to raise a family.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/Co...
2021-04-2804 min
Cortburg Speaks RetirementCROWDFUNDING - Capital for the 21st CenturyIn this week’s episode, Miguel Gonzalez shares how crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternativesWelcome 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
2021-04-2103 min
Cortburg Speaks RetirementWho is the executor?In this weekly audio episode, Miguel Gonzalez will share how the right executor may help ensure the distribution of your assets is done with as little upheaval as possible.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...
2021-04-1405 min
Cortburg Speaks RetirementCREATIVE WAYS TO MOTIVATE YOUR EMPLOYEESIn this week’s episode, Miguel Gonzalez shares 5 creative and inexpensive ideas for motivating your employees.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
2021-04-0703 min
Cortburg Speaks RetirementBEST-PERFORMING ASSET CLASSESBonds may outperform stocks one year only to have stocks rebound the next, so on this episode Miguel Gonzalez discusses the best performing asset classes.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 Ema...
2021-03-3105 min
Cortburg Speaks RetirementTYPES OF STOCK MARKET ANALYSISCortburg Speaks Retirement - episode #26: Types of Stock Market Analysis / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementMost stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. In this week's audio podcast, Miguel Gonzalez reviews each of 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...
2021-03-2405 min
Cortburg Speaks RetirementA BRIEF HISTORY OF ESTATE TAXESOn this episode, Miguel Gonzalez shares a brief history of estate taxes, and how estate tax rules were adjusted again as part of the 2017 Tax Cuts and Jobs Act.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...
2021-03-1705 min
PennyWise FinancialRelief Package & What it meansThe recent Covid Relief package sparks up a contentious debate about how the bill allocates the use of funds, how they're being distributed and when the beneficiaries will receive those funds. Does the passage address the real economic need of the most beaten down businesses and those displaced from their careers beyond their control? Constantine and Jason talk through the bill highlights and only scratch the surface on where this will allocates funds.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
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Intro
Wel...
2021-03-1236 min
Cortburg Speaks RetirementWOMEN AND FINANCIAL STRATEGIESCortburg Speaks Retirement - Episode #24: Women and Financial Strategies / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementOn this episode, we would like to celebrate International Women’s Day, which just passed 2 days ago, by sharing some helpful financial strategies for women. 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/Co...
2021-03-1004 min
PennyWise FinancialMarket shifts and what we're doingThe market has us on a rollercoaster ride as of late. Seems a little different than the rocket ship we've all been riding the past 12 months and has something rethinking their investment strategy. Find out what we're seeing in the market, why it's happening, and what we're doing about it.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev
Link: https://www.monarchwealthmanagement.com
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Intro
Welcome to the Show by Kevin Ma...
2021-03-0431 min
Cortburg Speaks Retirement4 STEPS TO PROTECTING A CHILD WITH DISABILITIESRaising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost can more than double. In this episode, Miguel Gonzalez shares four steps to protecting a child with disabilities.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...
2021-03-0304 min
PennyWise Financial"Dirty" FinanceEver win the lottery and have a choice between the lump sum or taking the annuity payments? We talk about one of the most hated words in our industry and why it gets such a bad wrap. You might think you know all there is to know about annuities, but take a listen and you could learn more so you have a better understanding of why friends or relatives may have them as a part of their plan. This episode isn't meant to help promote the use of annuities or to bash them; simply give more insight on what they...
2021-02-2624 min
Cortburg Speaks RetirementWHEN DOES YOUR PERSONAL CAR BECOME A COMMERCIAL VEHICLE?In this week’s episode, Miguel Gonzalez reviews at what point you can call your personal vehicle a commercial one. For small business owners, the line between the personal and their business can be a bit hazy at times. This video will help clarify a few aspects to consider.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...
2021-02-2404 min
Cortburg Speaks RetirementHow will working affect Social Security benefits?In a recent survey, 74% of current workers stated they plan to work for pay after retiring. And that possibility raises an interesting question: how will working affect Social Security benefits?In this episode of Cortburg Speaks Retirement, Miguel Gonzalez answers that question and provides an understanding of three key concepts: full retirement age, the earnings test, and taxable benefits.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US O...
2021-02-1706 min
PennyWise FinancialEmployer BenefitsWe chat with an insurance Guru to talk about policies that can help protect and secure you when things don't go as planned. Learn how business owners and employees can benefit from some of the not-so-known policies and how they work. Do you know and understand all the benefits available to your business or your employees? The topics and questions we cover are real-life questions asked by clients and prospects.
Host: Constantine J Kitrinos, CPFA
Guest-Host: Collin Wheatley | Aflac
Link: https://www.monarchwealthmanagement.com
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Commercials
Gothamlicious by Kevin MacLeod
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2021-02-1337 min
Cortburg Speaks Retirement5 Highlights of the New Stimulus PackageCortburg Speaks Retirement - episode #20: 5 Highlights of the New Stimulus PackageToday’s summary of the Consolidated Appropriations Act of 2021 is for informational purposes only and is not a replacement for real-life advice. Make sure to consult your tax, legal, or accounting professional before modifying any part of your tax strategy based on the new stimulus package.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:
2021-02-1004 min
PennyWise FinancialMore than just partnersIn this second episode of 2021, we chat about broker-dealers, how advisors partner with them, and why clients should care. How does this new world of social media and message boards change the landscape of investing and what regulation is needed? Do you know and understand all the products and solutions we offer - chances are, probably not! The topics and questions we cover are real-life questions asked by clients and prospects.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev - Branch Operations Manager | Monarch Wealth Management
Link: https://www.monarchwealthmanagement.com
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2021-02-0426 min
Cortburg Speaks Retirement4 Really Good Reasons to InvestCortburg Speaks Retirement - Episode #19: 4 Really Good Reasons to Invest / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementThe decision to invest is an acknowledgement that it comes with certain risks. Not all investments will do well and some may lose money. However, without risk, there would be no opportunity to potentially earn the higher returns that can help you grow your wealth.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST POD...
2021-02-0304 min
PennyWise FinancialRearviewThis first episode of 2021 features a view in the rear-view mirror to understand where we've been to better understand where we might be heading. We discuss the 2020 market, COVID vaccine, Stimulus, Retirement Planning, and get a better understanding of Health Savings Accounts (HSA's) and how to get the most bang for your buck. The topics and questions we cover are real-life questions asked by clients and prospects.
Host: Constantine J Kitrinos, CPFA
Co-Host: Jason T Georgiev - Branch Operations Manager | Monarch Wealth Management
Link: https://www.monarchwealthmanagement.com
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Disclosure
Investigations b...
2021-01-2836 min
Cortburg Speaks Retirement9 Facts about RetirementCortburg Speaks Retirement - episode #18: 9 Facts about Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CL...
2021-01-2705 min
Cortburg Speaks Retirement2020 Year in BriefCortburg Speaks Retirement - episode #17: 2020 Year in Brief / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management The global pandemic disrupted economies, financial markets, and daily life in 2020. We join all Americans in happily drawing the curtain on 2020. Though it was a challenging and tragic year for so many, there are good reasons to believe that 2021 will be a year of progress in returning to our pre-pandemic normal. Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTE...
2021-01-2108 min
Cortburg Speaks Retirement2021 Changes to our Audio PodcastCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementTo improve our audio podcast for 2021, we hired a professional consultant to evaluate our Cortburg Speaks Retirement podcast. On this episode, I am going to share these changes and will see the update on next week’s episode. 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:
2021-01-1304 min
Cortburg Speaks RetirementMarket Timing and Your Investment StrategyCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Market Timing and Your Investment Strategy 2. Week on Wall Street 3.Tax Tip = Special Tax Considerations for Veterans 4.Healthy Lifestyle Advice = Giving Back This Veterans Day 5.Green Living Idea = Green Careers for Veterans 6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AI...
2020-12-2712 min
Cortburg Speaks Retirement5 Things To Do Before You RetireCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = 5 Things To Do Before You Retire 2. Week on Wall Street 3.Tax Tip = Know the Signs of an IRS Phone Scam 4.Healthy Lifestyle Advice = The Mental and Physical Benefits of Walking 5.Green Living Idea = The Art of Thrifting 6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast wi...
2020-12-1713 min
Cortburg Speaks RetirementLeaving Your Family a LegacyCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Leaving Your Family a Legacy 2. Week on Wall Street 3.Tax Tip = What's in a password? 4.Healthy Lifestyle Advice = Practice Mindfulness Everywhere you Go 5.Green Living Idea = Energy Savings Tips for Cooking during the Holidays 6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast with Miguel Go...
2020-12-0914 min
Cortburg Speaks RetirementFinancial Considerations When Buying a CarCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Financial Considerations When Buying a Car 2. Week on Wall Street 3.Tax Tip = Stay Safe While Shopping Online 4.Healthy Lifestyle Advice = Healthy Holiday Eating - Part 2 5.Green Living Idea = Eco-Friendly Holiday 6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
2020-12-0215 min
Cortburg Speaks RetirementEstablishing Good Credit in CollegeCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Establishing Good Credit in College 2. Week on Wall Street 3.Tax Tip = End of Year Tax Tips 4.Healthy Lifestyle Advice = Healthy Holiday Eating (Part 1) 5.Green Living Idea =Have a Green Thanksgiving 6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
2020-11-2516 min
Cortburg Speaks RetirementCash Flow ManagementCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Cash Flow Management 2. Week on Wall Street 3.Tax Tip = IRS website resources 4.Healthy Lifestyle Advice = Get Your Daily Dose of Vitamin D 5.Green Living Idea = Plastic-free shampoo and conditioner 6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
2020-11-1818 min
Cortburg Speaks Retirement5 Common Investment Mistakes When Planning for RetirementCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1. Educational Update = 5 Common Investment Mistakes When Planning for Retirement 2. Week on Wall Street 3. Tax Tip = Bartering and Taxes 4. Healthy Lifestyle Advice = Keeping your Heart rate up 5. Green Living Idea = Green up your business 6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPF...
2020-11-1114 min
Cortburg Speaks RetirementElection 2020: Managing Your EmotionsCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Election 2020: Managing Your Emotions 2. Week on Wall Street 3.Tax Tip = Tax Credits for Parents who Adopt 4.Healthy Lifestyle Advice = Are you Storing your Food Correctly? 5.Green Living Idea = Breathe Easy and Feel Better with House Plants 6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast wi...
2020-11-0414 min
Cortburg Speaks RetirementMeasuring the Value of a Financial AdvisorCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Measuring the Value of a Financial Advisor 2. Week on Wall Street 3. Tax Tip = You Have the Right to Confidentiality 4. Healthy Lifestyle Advice = Get Lost in a Book for National Book Month 5.Green Living Idea = Swap out These 3 Items for a Greener Kitchen 6. Quote of the WeekWelcome to Cortburg Speaks Ret...
2020-10-2817 min
Cortburg Speaks RetirementRace for a VaccineCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Race for a Vaccine 2. Week on Wall Street 3.Tax Tip = The difference between 501(c)(3) Organizations and 501(c)(4) Organizations 4.Healthy Lifestyle Advice = Yoga for Stability 5.Green Living Idea = What Does it Take to Become USDA-Certified Organic? 6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast with Migu...
2020-10-2115 min
Cortburg Speaks RetirementHealthcare costs before RetirementCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Healthcare costs are cutting into retirement preparations 2. Week on Wall Street 3.Tax Tip = 4 Facts About Capital Gains 4.Healthy Lifestyle Advice = Eating To Your Heart’s Content 5.Green Living Idea = Upgrading to an Eco-Friendly Fridge 6. Quote of the...
2020-10-1413 min
Cortburg Speaks RetirementWhen the Fed Talks Inflation, Bond Investors ListenCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = When the Fed Talks Inflation, Bond Investors Listen2. Week on Wall Street3.Tax Tip = Can You Benefit From the Earned Income Tax Credit? 4.Healthy Lifestyle Advice = For Healthy Meals, Shop In-Season Produce 5.Green Living Idea = 3 Tips to Clear the Clutter 6. Quote of the WeekWelcome to Cortburg Speaks Retirement
2020-10-0719 min
Cortburg Speaks RetirementCreating a Retirement StrategyCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Creating a Retirement Strategy2. Week on Wall Street 3.Tax Tip = How Long to Keep Records for IRS4.Healthy Lifestyle Advice = Stay Fit When you Stay Home5.Green Living Idea = Eco-Friendly Renovation Tips6. Quote of the WeekWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA...
2020-09-3015 min
Cortburg Speaks RetirementHow Women can Prepare for RetirementCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = How Women can prepare for Retirement2. Week on Wall Street = Changes to Dow30 lineup3.Tax Tip = Child Tax Credits4.Healthy Lifestyle Advice = Superfood Matcha5.Green Living Idea = Protect the Bees6. Quote of the WeekWelcome to Cortburg Speaks...
2020-09-1710 minCortburg Speaks RetirementIntroduction to PodcastCortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementCortburg Speaks Retirement is a weekly program that looks at new and relevant investment topics each Wednesday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with Certified Retirement Counselor, Miguel Gonzalez.Our weekly audio podcast will have a repeatable structure which will allow our listeners to either listen to the whole episode or specific segments of interest. 1.Educational Update2. W...
2020-09-1606 min
PennyWise FinancialPennyWise Financial Podcast Introduction by Managing Partner Constantine J Kitrinos, CPFACredit for Music used in this trailer. Prelude and Action by Kevin MacLeod
Link: https://incompetech.filmmusic.io/song/4236-prelude-and-action
License: https://filmmusic.io/standard-license
2020-01-2600 min