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
How to Find Financial Peace This Holiday Season
The holiday season isn’t just about spending—it’s about finding peace of mind. In this episode, Miguel Gonzalez shares how to reset your mindset, reduce money stress, and end the year feeling calm and confident about your finances.
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.
Good morning and welcome to the CORTBURG SPEAKS RETIREMENT audio podcast.
This week, as we head into the holidays, I want to take a break from numbers, budgets, and markets—and talk about something more meaningful: the gift of financial peace.
The holidays are a time when many of us reflect on what really matters—family, health, connection, and gratitude. But they can also be a time when stress creeps in—especially around money. Whether it’s travel costs, gift lists, or year-end expenses, it’s easy to feel pulled in every direction.
So let’s take a step back and talk about how to give yourself one of the best gifts there is—peace of mind about your finances.
1. Let Go of Perfection
The holidays can create a lot of pressure—to give the perfect gift, host the perfect meal, or have the perfect plan for the year ahead. But peace doesn’t come from perfection. It comes from presence.
Remind yourself that the people who care about you value time with you far more than what’s under the tree.
2. Focus on What You Can Control
You can’t control market movements or every financial surprise, but you can control your attitude, your spending decisions, and how prepared you are.
Maybe that means keeping your holiday budget simple this year or reviewing your goals with a calm, future-focused mindset. The goal isn’t to have everything figured out—it’s to feel steady where you stand.
3. Celebrate Your Progress
Before the year ends, take a moment to recognize how far you’ve come.
Maybe you paid off a loan, increased your savings, or simply became more aware of your spending habits. That’s progress. Financial peace comes from knowing you’re moving in the right direction—even if you’re not there yet.
4. Give Yourself Permission to Rest
The holiday season is also a reminder that rest is productive. Taking time to recharge mentally and emotionally can help you return to your goals with clarity and motivation in the new year.
In Closing
This season, try giving yourself the gift of financial peace—a calm, confident sense that you’re doing your best, and that your goals are aligned with what truly matters.
Because the best financial plan isn’t just about dollars—it’s about building a life that feels balanced, meaningful, and secure.
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.
