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 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