Cortburg Speaks Retirement

5 Financial Wellness Myths Surrounding Near Retirees

January 17, 2024 Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® Season 2024 Episode 171
Cortburg Speaks Retirement
5 Financial Wellness Myths Surrounding Near Retirees
Show Notes

Cortburg Speaks Retirement - episode #171: 5 Financial Wellness Myths Surrounding Near Retirees / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management
In this audio podcast episode, Miguel discusses financial wellness myths for retirees and those nearing retirement. The internet is full of retirement information but not all of it is accurate. To avoid any surprises, Miguel covers 5 financial myths he wants to bust surrounding near-retirees.

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About Cortburg Retirement Advisors, Inc. 

Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg’s “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    

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with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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