Cortburg Speaks Retirement

Waiting to start your financial plan can cost more than you think. In this episode, Miguel Gonzalez, CRC, explains how time, inflation, and missed opportunities can quietly derail your future—and what to do today instead.

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, e...

In this episode, Miguel Gonzalez, CRC, shares smart strategies to protect your finances and take advantage of opportunities in a high-rate environment.

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...

Got a raise or bonus? Don’t waste it. In this episode, Miguel Gonzalez, CRC, shares 6 smart ways to turn extra income into long-term financial progress. 

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 re...

Back-to-school season is the perfect time for a financial reset. In this episode, Miguel Gonzalez, CRC, shares smart budgeting moves to clean up summer spending, plan for fall costs, and finish the year strong.

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 t...

In this episode, Miguel Gonzalez, CRC, breaks down the essential financial, healthcare, and lifestyle factors to consider before retiring in your 50s—or even earlier.

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 bene...

Worried about market drops in retirement? In this episode, Miguel Gonzalez, CRC, explains how to protect your income, manage withdrawals, and stay on track when volatility hits.

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, em...

Inflation is one of the biggest threats to retirement bug it’s often overlooked. In this episode, Miguel Gonzalez, CRC, shares how rising costs impact retirees and how to protect your income with smart planning.

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 ...

Retirement expenses go far beyond housing and travel. In this episode, Miguel Gonzalez, CRC, reveals the most overlooked retirement costs—like medical bills, taxes, and inflation—and how to plan for them now.

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...

Not sure when to claim Social Security? In this episode, Miguel Gonzalez, CRC, explains the pros and cons of taking benefits at 62, full retirement age, or 70—so you can make the smartest choice for your retirement.

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 ...

Tax diversification gives you the power to manage taxes in retirement more efficiently. In this episode, Miguel Gonzalez, CRC, breaks down the three tax buckets and how to strategically withdraw income for long-term tax savings.

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 manage...

Is paying off your mortgage before retirement the right move? In this episode, Miguel Gonzalez, CRC, breaks down the key pros, cons, and strategies to help you make an informed decision.


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 ...

Long-term care is one of the biggest threats to your retirement savings—but it doesn’t have to be. In this episode, Certified Retirement Counselor Miguel Gonzalez shares practical, cost-effective strategies to help you prepare for future care without derailing your financial plan.

Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your fi...

When you leave a job, your 401(k) doesn’t come with you automatically. In this episode, Miguel Gonzalez breaks down your four main options—and how each one affects your taxes, investment strategy, and future growth.

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 ...

Learn 5 proven strategies to help you get the most out of your Social Security benefits. From timing your claim to minimizing taxes, Certified Retirement Counselor Miguel Gonzalez walks you through smart steps that can strengthen your retirement income plan.

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. ...

 If you're changing jobs or heading into retirement, you might be wondering whether to roll over your 401(k). In this episode, Miguel Gonzalez breaks down the pros, cons, and key factors to consider before making a move. 

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, e...

Think you’re behind on retirement savings in your 50s? It’s not too late. In this week’s episode, Miguel Gonzalez breaks down smart strategies to catch up and build a solid financial future—starting now.


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...

Confused about Required Minimum Distributions (RMDs)? Learn when they start, how they work, and how to avoid costly tax mistakes in this week’s episode with Miguel Gonzalez.

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 benefit...

Understanding the difference between a Traditional IRA and a Roth IRA is key to building a tax-efficient retirement plan. In this episode, Miguel Gonzalez, CRC®, breaks down the key features, tax implications, and how to choose the right account based on your goals.

Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to reti...

Your finances need regular checkups to stay healthy. In this episode, Miguel Gonzalez, CRC, explains why a financial review is essential for managing life changes, boosting tax efficiency, and maintaining long-term peace of mind.

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 manag...