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
Year-End Financial Checklist: 5 Smart Moves to Make Now
Before the year wraps up, take advantage of financial strategies that can save money and set you up for success. In this episode, Miguel Gonzalez, CRC, shares 5 important moves to make before December 31st.
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®
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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.
HOST
Good morning and welcome to the CORTBURG SPEAKS RETIREMENT audio podcast.
As the year comes to a close, many of us are thinking about holiday plans and the new year ahead. But before December 31st arrives, there are some smart financial moves you can make to finish strong.
First, maximize retirement contributions if you can. Even small increases add up over time, and some may lower your taxable income.
Second, if you have a Flexible Spending Account, check your balance. Use those funds before they expire so you don’t leave money unused.
Third, review your tax situation. Charitable giving, adjusting withholding, or even tax-loss harvesting may be worth exploring with a tax professional.
Fourth, revisit your budget. Look at where your money went this year and set a more accurate plan for January.
And finally, take care of those financial housekeeping items—like updating beneficiaries, reviewing insurance, or scheduling a financial review.
Year-end is a chance to pause, reflect, and take action. By checking off a few simple items, you can wrap up this year with confidence and start the next one strong.
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."
