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Innhold levert av Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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A Recipe for Retirement

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Manage episode 429338309 series 2792960
Innhold levert av Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Discover 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, insurance, and retirement planning.

About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®
Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.

  • Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.
  • Consultant for Barbara Corcoran Inc. and the World Bank.
  • MBA from Columbia Business School.
  • Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.
  • Fluent in English, Spanish, and Russian.
  • Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.

Related Links:
🔗 Website
🎥 YouTube Channel
🎙 Podcast
🐦 Twitter
🔗 LinkedIn
📘 Facebook

Hashtags:
#RetirementPlanning #SocialSecurityPlanning #FinancialFreedom #RetirementDecisions #CortburgRetirementAdvisors #MiguelXGonzalez #RetirementIncome #RetirementGoals #FinancialAdvice #WealthManagement #FinancialEducation #CortburgSpeaksRetirement

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:

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:

  continue reading

204 episoder

Artwork
iconDel
 
Manage episode 429338309 series 2792960
Innhold levert av Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Discover 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, insurance, and retirement planning.

About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®
Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.

  • Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.
  • Consultant for Barbara Corcoran Inc. and the World Bank.
  • MBA from Columbia Business School.
  • Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.
  • Fluent in English, Spanish, and Russian.
  • Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.

Related Links:
🔗 Website
🎥 YouTube Channel
🎙 Podcast
🐦 Twitter
🔗 LinkedIn
📘 Facebook

Hashtags:
#RetirementPlanning #SocialSecurityPlanning #FinancialFreedom #RetirementDecisions #CortburgRetirementAdvisors #MiguelXGonzalez #RetirementIncome #RetirementGoals #FinancialAdvice #WealthManagement #FinancialEducation #CortburgSpeaksRetirement

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:

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:

  continue reading

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