Bedste Cpfa-podcasts (2024)

1
Don't Stress Over Your Retirement Goal! 9:48

6d ago9:48

9:48

This episode with Miguel Gonzalez, Certified Retirement Counselor, dives into setting achievable retirement savings goals. Learn how to break down daunting numbers, navigate changing assumptions, and make your future self a priority to stay on track for a secure retirement. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a …

1
Divorce And Your Money 25:16

7d ago25:16

25:16

Divorce is difficult - emotionally and financially. In this episode of #MoneyGuidewithMarySterk, we will educate you about important factors to consider as you move through your #divorce towards a brighter future. #attorney #CPA #assets #credit #creditreport #cashflow #budget #alimony #taxes #IRA #rothira #qdro #401k Feat Mary Sterk & Kelsey Bankey…

1
MONEY IN A MINUTE The Fragile Decade 1:07

10d ago1:07

1:07

In the first 10 years of retirement, retirees are most vulnerable to #market risks, due to their high need for income and a loss of regular income from their careers. #Inflation, unexpected expenses and #healthcare costs can also contribute to these #risks. Another is the #SequenceofReturns Risk. #moneyinaminute #forbes #financialplanner #investing…

1
Paving Your Road to Retirement 5:38

13d ago5:38

5:38

Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he guides you through essential strategies to ensure a smooth and confident transition into retirement. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients thr…

1
10 Years and Counting....6 Tips for those Approaching Retirement! 11:15

20d ago11:15

11:15

This week Miguel Gonzalez, CRC, shares practical tips for those 10 years away from retirement to help plan for a smooth and stress-free transition. About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision i…

1
The Family Estate Organizer 25:13

23d ago25:13

25:13

Staying #organized and on top of your #financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no longer handle it yourself! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all …

1
5 Secrets Of Wealthy Women 23:20

23d ago23:20

23:20

Women are controlling more of the #wealth than ever before. You may be wondering how to turn that into personal wealth. In this episode of #MoneyGuidewithMarySterk, we share 5 Secrets of #Wealthy #Women. #finances #moneymanagement #retirement #investing #insurance #lifeinsurance #longtermcareinsurance #carinsurance #healthinsurance #womenandmoney #…

1
Maximizing Your Retirement Income 5:29

27d ago5:29

5:29

In this week's podcast with Miguel Gonzalez, CRC, learn how to maximize your retirement income through smart tax strategies and effective account management. Cortburg Speaks Retirement - episode #201 Landing page: https://www.cortburgretirement.com/audio-podcast About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service…

1
Easy Tips To Start Saving Today 25:37

29d ago25:37

25:37

Sometimes getting started is the hardest part. If you are wanting to establish yourself financially - or if you are looking to help #kids or #grandchildren get a solid footing, tune in to this episode of #MoneyGuidewithMarySterk to hear us share easy tips to start #saving today. #investments #retirement #savings #compoundinterest #paycheck #401k #e…

1
5 Keys to Family Wealth Meetings 8:02

1M ago8:02

8:02

In this episode, Miguel Gonzalez, Certified Retirement Counselor, shares tips on how family meetings can help preserve wealth and family values for future generations. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm…

1
3 Portfolio Pitfalls To Avoid 24:15

1M ago24:15

24:15

Managing your #portfolio has a lot of moving pieces. Whether you are a do-it-yourself-er or just want to go beyond the basics, it's important to learn about #investing at a higher level. In this episode of #MoneyGuidewithMarySterk, we discuss 3 key #strategies of strong portfolio management to help avoid common pitfalls that #investors frequently m…

1
The Bulls & The Bears 24:38

1M ago24:38

24:38

#BullMarkets are followed by #bearmarkets are followed by bull markets are followed by bear markets are followed by…. But what does that really mean to you? In this episode of #MoneyGuidewithMarySterk, we discuss the history of the bull and bear markets and how it impacts you. #stockmarket #volatility #emotions #greatdepression #portfolio #greatrec…

1
Planning Your Retirement Flight Plan 5:04

1M ago5:04

5:04

In this week's podcast, Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, discusses three essential steps to prepare for retirement, including understanding annual expenses, inspecting income sources, and planning for healthcare costs. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-…

1
5 Strategies to Preserve Your Finances 4:46

2M ago4:46

4:46

Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he discusses revisiting your financial goals this summer and provides 5 essential tips for achieving financial independence. About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start rec…

1
MONEY IN A MINUTE Celebrity Money Mistakes: MC Hammer 0:53

2M ago0:53

0:53

Even #celebrities can spend themselves right into #bankruptcy because they are not living within their means. It sounds simple, yet millions of Americans have a problem with this. #MCHammer #rapper #fortune #fame #hammerpants #plagiarize #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvi…

1
MONEY IN A MINUTE Investing in Your 20s 1:04

2M ago1:04

1:04

It's never too early to start investing but where do you begin? #budget #debt #emergencyfund #expenses #goals #savings #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytips #personalfinance #…

1
A Recipe for Retirement 6:11

2M ago6:11

6:11

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…

1
When to Collect Social Security? 7:13

2M ago7:13

7:13

Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision impacts your financial future and get expert insights to help you make the best choice for your unique situation. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a f…

1
Estate Planning With Digital Assets 24:06

2M ago24:06

24:06

#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan. #will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login…

1
10 Common Fears Of People With Money 24:25

2M ago24:25

24:25

People of all #wealth levels have unique struggles, worries and challenges when it comes to #money. In this episode of #MoneyGuidewithMarySterk, we discuss 10 of the top worries that people with larger amounts of money often have. #investing #loans #relationship #dating #lawsuit #health #medical #celebrities #fiduciary #identitytheft #bankstatement…

1
Maximizing Your Social Security 23:21

2M ago23:21

23:21

Many people are confused about the best way and the best time to begin taking their #socialsecurity check. In this episode of #MoneyGuidewithMarySterk, we discuss ways to maximize your own personal social security. #retirement #lifeexpectancy #benefits #retirementplanning #retirementgoals #widow #divorce Feat Mary Sterk & Kelsey Bankey Subscribe to…

1
All About Your IRA 25:17

2M ago25:17

25:17

There are many types of IRAs - and people frequently don’t understand the differences or some of the rules. In this episode of #MoneyGuidewithMarySterk, we give you an #IRA overview in a simple and easy to understand way. #taxes #rothira #taxbreak #investment #401k #roth401k Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary St…

1
How The Fiduciary Rule Impacts YOU 22:33

2M ago22:33

22:33

What is a fiduciary? In this episode of #MoneyGuidewithMarySterk, we share what the fiduciary standard means for you and your #retirement accounts. #assets #rollover #IRA #advisor #CFP #risktolerance #insurance #investment #statefarm Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts. Schedule a…

1
How to Pick a Stock 24:26

2M ago24:26

24:26

Buying and selling #stocks should come down to a specific evaluation process - but is that what you are really doing? In this episode of #moneyguidewithmarysterk, we take you through a unique methodology to evaluate when it is time to buy or sell your #stock Feat Mary Sterk & Kelsey Bankey #agriculture #tech #financial #johndeere #investing #fundam…

1
Diversification Only Works If You Are Diversified 23:22

2M ago23:22

23:22

Many #investors think they understand the concept of #diversification - but most portfolios fall victim to #skew, which can damage results in both an up or down #market. In this episode of #MoneyGuidewithMarySterk, we discuss how to #allocate and maintain a #diversified #portfolio. Feat Mary Sterk & Kelsey Bankey #assetclass #assetallocation #risk …

1
Estate Planning with Digital Assets 24:06

2M ago24:06

24:06

#Estateplanning now involves more than just your #money - it also includes your #digital #assets. In this episode of #MoneyGuidewithMarySterk, we share smart ideas on how to include digital assets in your #estate plan. #will #family #powerofattorney #ipad #laptop #healthcare #itunes #kindle #videogames #executor #beneficiary #tech #techsavvy #login…

1
Should Retirement Be Hard Work? 4:57

2M ago4:57

4:57

This week let's dive into the importance of retirement planning and how it can make all the difference in securing your financial future. Discover how early planning can help you maintain your desired lifestyle and outpace inflation. Cortburg Speaks Retirement - episode #195 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a…

1
Investing in Your Health 6:02

3M ago6:02

6:02

Healthcare costs in retirement can be a financial shock. In this episode, we break down why a 65-year-old couple might need over $300,000 and what steps you can take today to safeguard your future. Cortburg Speaks Retirement - episode #194 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial pl…

1
MONEY IN A MINUTE Oprah Money Quote 0:55

3M ago0:55

0:55

We all recognize #Oprah is an icon. She’s truly a #ragstoriches story and has undoubtedly learned a lot of lessons about #money in her life. #oprahwinfrey #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #401k #retirementplanning #assetmanagement #socialse…

1
7 Tips for to Protect Your Financial Data For Retirement 5:33

3M ago5:33

5:33

Join Miguel Gonzalez from Cortburg Retirement Advisors this week for strategies to keep your hard-earned savings protected and stress-free for retirement. Cortburg Speaks Retirement - episode #193 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through…

1
Planning for Unexpected Costs in Retirement 7:24

3M ago7:24

7:24

Discover the hidden costs that could derail your retirement plans! Join Miguel Gonzalez as he reveals the unexpected financial challenges you might face and how to safeguard your future. Cortburg Speaks Retirement - episode #192 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm…

1
Why Trying to Time the Markets is Unwise 6:45

3M ago6:45

6:45

Cortburg Speaks Retirement - episode #191 Miguel Gonzalez, Certified Retirement Counselor, breaks down why market timing is a risky strategy and how staying invested can lead to greater long-term success. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients…

1
5 Common Misconceptions About Retirement 4:52

3M ago4:52

4:52

Join Miguel Gonzalez, CRC, this week as he debunks 5 common myths and offers practical tips for a fulfilling retirement. Cortburg Speaks Retirement - episode #190 Landing page: https://www.cortburgretirement.com/audio-podcast About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - …

1
May 29th is National 529 Day! 5:54

4M ago5:54

5:54

This week Miguel Gonzalez, CRC, breaks down the advantages of 529 college savings plans, offering essential tips for securing your child's future education and maximizing your financial planning. Cortburg Speaks Retirement - episode #189: May 29th is Nationwide Celebration of 529 Day About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advi…

1
How Do Rising Interest Rates Impact Me? 21:50

4M ago21:50

21:50

The Fed has bumped up the #interestrates twice in the last 6 months, and says they intend to keep doing so over the next few years. In this episode of #MoneyGuidewithMarySterk, we share how rising interest rates actually affects YOU. Feat Mary Sterk & Kelsey Bankey #federalreserve #inflation #bank #loan #fixedincome #socialsecurity #wealth #strateg…

1
Planning for Retirement Doesn't Stop at Retirement! 5:24

4M ago5:24

5:24

Discover expert retirement insights with Miguel Gonzalez, CRC, as he shares 5 essential tips for planning during your golden years. From managing costs to clarifying your wishes, tune in for practical advice to secure your retirement future! Cortburg Speaks Retirement - episode #188: Retirement Planning Does Not Stop in Retirement. About Cortburg R…

1
EP134: The Financial Backbone of Business Success with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA 42:22

4M ago42:22

42:22

Join us for a deep dive with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA, as he discusses the crucial role of understanding and managing finances both personally and in business. Learn the importance of strategic financial planning, preparing for business exits, and the bespoke challenges and solutions for small business owners. Don't miss out o…

1
Estate Planning for Everyone 4:50

4M ago4:50

4:50

Cortburg Speaks Retirement - episode #187: Estate Planning For Everyone Join Miguel Gonzalez, Certified Retirement Counselor, as he discusses the importance of estate planning in securing your family's future. Learn about drafting wills, titling assets, and reviewing life insurance plans to protect your loved ones. Cortburg, retirement, retirement …

1
EP133: Essential Skills Anyone Can Learn to Become a Sales Master with Joe Graham 29:32

4M ago29:32

29:32

What if you could transform your sales approach? Join us as Joe Graham, a sales expert with over two decades of experience, shares his insights on a value-driven, problem-solving strategy that diverges from traditional pushy sales tactics. Discover how authenticity and strategic thinking can revolutionize your sales process and nurture sustainable …

1
MONEY IN A MINUTE: When Should You Retire? 0:54

4M ago0:54

0:54

#Retirement is a significant life milestone, and the timing of when to do it varies from person to person. It depends on factors such as your financial situation, personal #goals, and #health. Some people prefer to retire early to enjoy leisure years, while others continue working for as long as they can. #retirementplan #moneyinaminute #forbes #fi…

1
MONEY IN A MINUTE Celebrity Money Mistakes: Bono & Justin Timberlake 0:54

4M ago0:54

0:54

Some #celebrities pour massive amounts of money into a single venture. And if that venture doesn't go well, it can cause major losses. #JustinTimberlake #MySpace #Facebook #Bono #U2 #PalmPilot #smartphone #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #high networth #retirement #4…

1
EP132: Conquer Financial Limits and Embrace a Savvy Money Mindset with Leisa Peterson 44:17

4M ago44:17

44:17

Leisa Peterson boots your financial knowledge by exploring the value of effective money management. She addresses challenges like the scarcity mindset and investing obstacles, and shares strategies to become more money-conscious. Tune in to disconnect your self-worth from your financial status and make peace with money! Key takeaways to listen for …

1
Understanding the FIRE Movement 5:11

4M ago5:11

5:11

Join Miguel Gonzalez, Certified Retirement Counselor, as he delves into the popular retirement acronym FIRE (Financial Independence - Retire Early). Discover if this movement is right for you and your family. Cortburg Speaks Retirement - episode #186 About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique f…

1
What You Need to Know About Financial Fraud 6:34

5M ago6:34

6:34

Cortburg Speaks Retirement - episode #185: What You Need to Know About Financial Fraud This week Miguel uncovers the world of financial fraud. Learn about common scams, psychological tactics used by con artists, and how to protect yourself from falling victim. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, …

1
EP131: Tech Tools for Transforming Traditional Business Practices with Justin Benson 48:38

5M ago48:38

48:38

In this episode, join us as we delve into Justin Benson's entrepreneurial journey, highlighting how he has never worked a conventional W-2 job and sharing insights into how automating systems and processes has significantly boosted the efficiency of his ventures. Listen to learn about his unique start in entrepreneurship, his ventures across variou…

1
Investing in your 60s and Beyond 5:20

5M ago5:20

5:20

Cortburg Speaks Retirement - episode #184: Investing in Your 60s and Beyond This week Miguel Gonzalez, Certified Retirement Counselor, discusses investment strategies for those approaching retirement age. Learn how to assess your retirement needs, allocate assets wisely, and plan withdrawals effectively to ensure financial security in your golden y…

1
EP130: Trailblazing Training Methods for Next-Gen Surgeons with Jeanette Laine 42:35

5M ago42:35

42:35

You are in for a ride full of knowledge as Jeanette Laine, a serial entrepreneur and the innovative force behind SurgiSTUD, entails her journey from working under a venture capitalist to pioneering a company that offers 3D-printed alternatives to cadavers for surgical training. Listen to discover the challenges and triumphs of bringing a novel prod…

1
Spring Clean Your Finances 5:04

5M ago5:04

5:04

In this week's episode, Miguel Gonzalez discusses the importance of financial spring cleaning. From budget reassessment to debt reduction strategies, tune in for expert tips to rejuvenate your finances and secure your financial future. Don't miss out on essential advice for every stage of life, from your first job through retirement. Cortburg Speak…

1
EP129: A New Era of Home Makeovers for Top-Quality Customer Experience with Jeremy Maher 49:27

5M ago49:27

49:27

In this enlightening episode, we're diving into the world of home remodeling with Jeremy Maher, co-owner of Phoenix Home Remodeling. Discover how Jeremy and his team have leveraged technology, processes, and a keen focus on customer experience to stand out in the competitive home remodeling industry. Learn about the challenges and triumphs of build…

1
Time-Tested Strategies for Today's Investor 23:31

5M ago23:31

23:31

#Stocks have outpaced #bonds and #inflation over time despite #wars, #recessions, #political upheaval, #terrorism, and other #market shaking events. In this episode of #MoneyGuidewithMarySterk, we discuss some time-tested strategies that still apply for today's savvy #investor. Topics include: #investing #blackmonday #tech #assetclasses #portfolio …

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