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.

    © 2024 Cortburg Retirement Advisors, Inc.
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あらすじ・解説

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.

© 2024 Cortburg Retirement Advisors, Inc.
個人ファイナンス 経済学
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エピソード
  • 6 Year-End Giving Tips for Tax Savings

    6 Year-End Giving Tips for Tax Savings
    2024/12/26

    In this week's holiday episode, Miguel Gonzalez, Certified Retirement Counselor, shares 6 effective strategies to make the most of your charitable contributions while saving on taxes.

    Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.




    #YearEndGiving #TaxSavings #CharitableGiving #RetirementPlanning #FinancialAdvice #GivingSeason #TaxBenefits #CharityStrategies #SmartGiving #RetirementIncome #FinancialPlanning #DonorAdvisedFunds #TaxDeductions #HolidayGiving #GivingBack #InvestmentTips #CashGifts #StocksAndBonds #TaxEfficientGiving #CortburgRetirement

    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
    7 分
  • 12 Days of Year-End Planning

    12 Days of Year-End Planning
    2024/12/18

    Wrap up the year with confidence! Miguel Gonzalez, CRC, shares 12 quick, actionable steps to get your finances in order before the year ends.

    Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.


    #12DaysOfPlanning #YearEndFinancialTips #FinancialPlanningMadeEasy #RetirementReadiness #MoneyGoals2024 #TaxTipsAndPlanning #InvestSmart #BudgetForSuccess #DebtFreeLiving #SmartMoneyMoves #FinancialFreedom #EndOfYearChecklist #RetirementSavingsTips #TaxDeductions2024 #PlanYourFuture #InvestingTipsFor2024 #WealthBuilding #MoneyManagement #FinancialAdvisorTips #RetirementPlanningSteps

    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
    7 分
  • How Much Should You Have Saved in Your 401(k) by Now?

    How Much Should You Have Saved in Your 401(k) by Now?
    2024/12/11

    Wondering if your 401(k) savings are on track? Learn key benchmarks by age, tips to grow your retirement account, and how to plan for a financially secure future.

    Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.

    Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.

    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
    8 分

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