Artwork

Sisällön tarjoaa Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Player FM - Podcast-sovellus
Siirry offline-tilaan Player FM avulla!

A Recipe for Retirement

6:11
 
Jaa
 

Manage episode 429338309 series 2792960
Sisällön tarjoaa Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Discover how annuities, mutual funds, and life insurance can shape your retirement strategy for a secure financial future. Join Miguel Gonzalez, CRC, as he breaks down these key components and empower you to make informed decisions.
Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.

About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®
Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.

  • Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.
  • Consultant for Barbara Corcoran Inc. and the World Bank.
  • MBA from Columbia Business School.
  • Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.
  • Fluent in English, Spanish, and Russian.
  • Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.

Related Links:
🔗 Website
🎥 YouTube Channel
🎙 Podcast
🐦 Twitter
🔗 LinkedIn
📘 Facebook

Hashtags:
#RetirementPlanning #SocialSecurityPlanning #FinancialFreedom #RetirementDecisions #CortburgRetirementAdvisors #MiguelXGonzalez #RetirementIncome #RetirementGoals #FinancialAdvice #WealthManagement #FinancialEducation #CortburgSpeaksRetirement

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:

  continue reading

216 jaksoa

Artwork
iconJaa
 
Manage episode 429338309 series 2792960
Sisällön tarjoaa Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA. Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Discover how annuities, mutual funds, and life insurance can shape your retirement strategy for a secure financial future. Join Miguel Gonzalez, CRC, as he breaks down these key components and empower you to make informed decisions.
Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.

About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®
Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.

  • Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.
  • Consultant for Barbara Corcoran Inc. and the World Bank.
  • MBA from Columbia Business School.
  • Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.
  • Fluent in English, Spanish, and Russian.
  • Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.

Related Links:
🔗 Website
🎥 YouTube Channel
🎙 Podcast
🐦 Twitter
🔗 LinkedIn
📘 Facebook

Hashtags:
#RetirementPlanning #SocialSecurityPlanning #FinancialFreedom #RetirementDecisions #CortburgRetirementAdvisors #MiguelXGonzalez #RetirementIncome #RetirementGoals #FinancialAdvice #WealthManagement #FinancialEducation #CortburgSpeaksRetirement

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:

  continue reading

216 jaksoa

Kaikki jaksot

×
 
Loading …

Tervetuloa Player FM:n!

Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.

 

Pikakäyttöopas