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
Money & Gratitude: Thanksgiving Lessons for Your Finances
Thanksgiving isn’t just about food—it’s also about reflection, gratitude, and smart planning. In this episode, Miguel Gonzalez, CRC, shares timeless financial lessons inspired by the holiday table.
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®
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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.
With Thanksgiving right around the corner, I want to talk about how gratitude and family traditions can teach us practical lessons about money. Just like a Thanksgiving meal, managing finances takes planning, preparation, and sometimes a little creativity.
No one throws together Thanksgiving dinner at the last minute. You plan, shop, and prepare. Finances work the same way—planning ahead reduces stress and helps you stay on track.
Thanksgiving also reminds us to be grateful. Celebrate financial wins, no matter how small, because gratitude fuels motivation to keep going.
The holiday is about sharing, too. Giving—whether to charity, to loved ones, or through your time—shows us that wealth is about more than accumulation. It’s about making an impact.
Of course, just like at the dinner table, it’s easy to overindulge. The same goes for spending. Setting limits helps you enjoy the season without regret later.
And finally, remember the big picture. A Thanksgiving meal is memorable because of how all the dishes come together. Likewise, your financial health is built from many small decisions working together.
So this Thanksgiving, connect gratitude with your finances. Plan, appreciate, share, and keep perspective. These lessons can guide you all year long.
This is Miguel Gonzalez, Certified Retirement Counselor (CRC) and Managing Partner, with Cortburg Retirement Advisors signing off for this week’s educational podcast.
End of video disclosures:
CRC conferred by The International Foundation for Retirement Education.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor.
Private Advisor Group, LLC and Cortburg Retirement Advisors, Inc. are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.
Past performance is no guarantee of future results. All investing involves risk, including the possible loss of principal.
Assumed rates of return are for illustrative purposes only and do not reflect the performance of any specific investment. Market returns vary and are not guaranteed.
Tax treatment of investment earnings may affect compound growth. Consult with a tax professional for guidance specific to your situation."
