Cortburg Speaks Retirement
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.
Cortburg Speaks Retirement
Your Finances Need an Annual Physical Too
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 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.
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Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
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Welcome to Cortburg Speaks Retirement
An audio podcast about investing in the stock market, financial planning, money management and retirement planning. Each Wednesday, we help investors at all stages of life learn how to potentially grow and preserve their money from first job through retirement.
Now here is your host, Miguel Gonzalez.
Good morning and welcome to the CORTBURG SPEAKS RETIREMENT audio podcast.
On this week’s audio podcast, let’s talk about something that’s just as important as your annual physical exam—your financial checkup.
Just like your health, your financial well-being needs regular attention. But while most people wouldn’t skip a visit to the doctor, far too many neglect their financial health until there’s a crisis. Here’s why scheduling a financial checkup can make all the difference—whether you’re just starting your career, raising a family, or entering retirement.
1. Life Changes = Financial Changes
A lot can happen in a year: marriages, births, job changes, inheritances, and more. Each of these life events can significantly impact your financial picture. A regular checkup allows you to adjust your goals, insurance coverage, and investment strategy accordingly.
2. Identify and Correct Drift
Even the best financial plans can veer off track. Market fluctuations, spending habits, and forgotten subscriptions can all throw your plan out of alignment. A financial checkup helps you course-correct before small issues become big problems.
3. Maximize Tax Efficiency
Tax laws change. So do your income levels and deductions. A financial review can help you uncover new tax strategies—such as Roth conversions, charitable giving options, or adjusting your retirement contributions—that keep more of your money working for you.
4. Evaluate Investment Performance
Are your current investments still aligned with your goals and risk tolerance? Markets shift, and your portfolio should evolve with them. A financial checkup ensures your asset allocation reflects your time horizon and objectives.
5. Peace of Mind
Finally, knowing your financial strategy is up to date can reduce stress. Just like hearing your doctor say you're in good health, a financial checkup can give you the confidence to move forward with clarity and purpose.
At Cortburg Retirement Advisors, we believe that planning isn't a one-time event—it's an ongoing process. Whether it’s making small adjustments or planning for big transitions, a financial checkup helps keep you on track for long-term success.
Make sure to visit our website, www.CortburgRetirement.com. Our site is filled with educational videos, eBooks, publications, and financial calculators designed to help you learn more about your finances. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We will get back to you quickly with a thoughtful answer.
This is Miguel Gonzalez, Certified Retirement Counselor (CRC) and Managing Partner, with Cortburg Retirement Advisors signing off for this week’s educational podcast.
