moneymanagement

Cortburg Speaks Retirement - episode #167: 8 Tips to Stay on Track with Your Holiday Budgeting / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management 

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About Cortburg Retirement Advisors, Inc. 

Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through the turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg’s “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

This episodes dives into how improving your finances is a crucial step to improving and having more joy in your life. The concept of believing you are good enough and making sure you believe the right thoughts is discusses and how that can help you excel in your career. Maideli, the money coach guest talks about her story and how she is able to live a life full of travel while also working at a job she loves. You can find her on Instagram @MyDailyDinero

Book a sales call for 1:1 coaching with Valery: Book Here

Follow Valery on Instagram @ValeryLucille

Join her email list: From Pleasing to Peaceful

Rate, Review, & Share <3

Cortburg Speaks Retirement - episode #158: Retirement Security Starts With Visualizing Your Future  / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management 

In this audio podcast episode, Miguel Gonzalez shares tips on how visualization can help you plan for retirement. 

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

Cortburg Speaks Retirement - episode #157: Succession Planning for Women Business Owners / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management 

In this audio podcast episode, Miguel Gonzalez shares a few tips to planning for your business's future.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

Cortburg Speaks Retirement - episode #156: 4 Unique Opportunities for Women Business Owners / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management 

In this audio podcast episode, Miguel Gonzalez shares 4 unique opportunities available for women business owners to grow their businesses.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

Welcome to the Bible Trainer Podcast with Dr. Timmy Tezeno, founder of Oval Bible College, where the pure word of God is taught. In this insightful discussion, we will delve into four essential principles that will empower you to take control of your finances and achieve lasting financial success. Whether you're a young professional starting your career or someone seeking to improve their financial situation, these keys will provide you with valuable insights and actionable strategies.

Thanks for listening to our podcast. Please spread the word, tell your friends and family about the Bible Trainer Podcast.

Please don't forget to subscribe to our channel for more insightful teachings from the awesome word of God. We appreciate you to the highest.

If you desire to obtain a quality biblical education (earning a degree) at a cost everyone can afford, check out: https://ovalbiblecollege.com/ 

Whatever God put on your hearts to give to this ministry, know that it will be greatly appreciated, and used for the glory and honor of God.

If this episode was a blessing to you, download it and share it with someone else. Help spread the word about the Bible Trainer Podcast.

If you desire to study all of the teachings of the Apostles in one book, look no further. The Bible Trainer Series--Romans thru Jude covers it all. Get your copy today at: https://ovalbiblecollege.com/obc-store/

If you desire to obtain a degree in Biblical Counseling, Ministry, Theology, Biblical Studies, Pastoral Leadership, Divinity, Religious Education, Christian Apologetics, or Sacred Literature at a cost everyone can afford, look no further.
website: https://ovalbiblecollege.com/

Thanks for Listening & keep podcasting!

Cortburg Speaks Retirement - episode #155: How to Make Keeping Track of Your Finances Easy / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

In this week's audio podcast, Miguel Gonzalez talks about strategies to help you track your finances more easily.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

In this episode of Conversations with Coach LA, James Leveque @talk2emjay, a dedicated educator in Boston Public Schools for 11 years who has now transitioned into the world of Financial Representation joins @therapist_coachla on her virtual couch to talk money and mental health 📊💼

More about James

My name is James Leveque, and I have had the privilege of being a Educator in Boston School Public Schools for 11 years. Being a financial service provider entailed working closely with individuals, families, and businesses to offer a range of financial solutions and guidance. As a financial service provider, my primary goal is to help clients achieve their financial objectives and improve their overall financial well-being.
 

Throughout this journey, I noticed a pressing issue – the lack of financial knowledge among many individuals, including students and underserved populations. This realization sparked a strong desire within me to make a positive impact in people’s lives by empowering them with essential financial literacy skills.

Motivated by this passion, I embarked on a new path and became a Financial Service Provider. Along this journey, I had the privilege of co-founding the “Talk2Em Guide to Financial Literacy” program, an initiative specifically tailored to support and uplift underserved communities in the vibrant city of Boston. Our mission is to bridge the gap and provide accessible, practical, and relevant financial education to empower individuals and families to make informed and confident financial decisions.

Through the “Talk2Em Guide to Financial Literacy,” we aim to equip individuals with the necessary tools and knowledge to navigate the complex world of personal finance successfully. By empowering our participants with financial literacy, we envision a brighter and more secure future for the communities we serve. Together, we strive to foster financial independence and promote a thriving, financially literate society.

I also enjoy my weekly podcast called “Talk2EmJay” that covers a wide array of topics, including self-help, pop culture, music, education, fashion, and relationships. With a keen focus on demonstrating how each of these aspects plays a vital role in achieving financial success, the podcast provides a holistic perspective on personal growth and financial well-being. Join us on “Talk2Em Jay” as we delve into meaningful discussions and explore the interconnectedness of various life elements that contribute to building a prosperous and fulfilling future.

Cortburg Speaks Retirement - episode #154: Estate Planning and Asset Protection Are They The Same / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management 

In this week's audio podcast, Miguel Gonzalez explains the key differences between estate planning and asset protection, as well as the optimal occasions when you should consider each wealth-preservation strategy.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

Cortburg Speaks Retirement - episode #153: Figuring Out a 401(k) Strategy That Works for You/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management 

In this week's audio podcast episode, Miguel Gonzalez talks about the most challenging aspect of investing your 401(k) - matching your tolerance for risk with your investment objectives.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

Cortburg Speaks Retirement - episode #152: 3 Ways To Improve Your Finances for Self-Improvement Month / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

In this audio podcast episode, Miguel Gonzalez shares a few simple tips that may help improve your personal finances so that you may move on to other important areas of self-improvement.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

• A brief rundown of the 3 pillars of wealth 
• Game-changing tips for balancing life and career
• How wealth management firms and experts assist you
• The right way to look at financial products and wealth management
• First step in planning and managing your wealth 

Resources/Links Mentioned In This Episode

• DRIVEN by Adam Torres and Elliot Kallen | Paperback

About Elliot Kallen

Elliot Kallen, a seasoned leader with extensive entrepreneurial experience, heads a respected Financial Planning and advising practice. With a history of forming international organizations and prior CEO roles, he founded Prosperity Financial Group, Inc. Elliot is a sought-after keynote speaker, covering motivation, leadership, charity work, and finance.

Holder of dual BA degrees in Accounting and Economics from Rutgers University, Elliot actively serves on Boards and organizations. He is dedication to philanthropy shines through his multi-million fundraising efforts. Elliot leads as President of A Brighter Day Charity, a 501c(3) born from the loss of his son, Jake, in 2015. This charity unites resources for stress, depression, and teen suicide prevention, significantly benefiting families and teenagers.

Connect with Elliot 

• Website: Prosperity Financial Group
• Email: elliot@prosperityfinancialgroup.com
• Phone Number: (510) 206-1103

Connect With Us

To connect with Saket Jain, as well as with other Migrate 2 Wealth listeners, and get the latest scoop on new and upcoming episodes, join Migrate 2 Wealth Community on Facebook.

Follow Our Social Media Pages!

• LinkedIn: Saket Jain
• Instagram: @migrate2wealth
• Twitter: @Migrate2Wealth
• YouTube: Migrate 2 Wealth
• TikTok: @migrate2wealth

Sponsors

Bangerter Financial Services, Inc

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Sponsor Disclosure:

Securities offered through Concorde Investment Services, LLC, member FINRA/SIPC. Bangerter Financial is independent of Concorde. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Investments in real estate may be speculative, illiquid, and carry a high degree of risk – including the potential loss of the entire investment. Please consult the appropriate professional regarding your individual circumstance.

Cortburg Speaks Retirement - episode #151: Teach Your Children Well: Basic Financial Education/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management 

In this audio podcast, Miguel Gonzalez urges parents to teach their children some basic financial education.  As soon as children begin to handle money, start teaching them these important financial skills.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

Cortburg Speaks Retirement - episode #150: Retirement Re-education_ It's Back to School Time for Retirement Planning / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

On this audio episode of Cortburg Speaks Retirement, Miguel Gonzalez talks about back-to-school retirement planning strategies.  Now is the time to consider a "retirement re-education" by reviewing your retirement plan and overall strategies to see if they still align with your greater plans and goals. 

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

Cortburg Speaks Retirement - episode #149: High Earning Women and Wealth Management/ Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

Women have unique needs that often differ from their male counterparts.  For this reason, in this audio episode, Miguel Gonzalez talks about wealth management for high-earning women.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

Cortburg Speaks Retirement - episode #148: 6 Tennis Tips to Help Make Your Retirement a Grand Slam / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

In this audio podcast episode, Miguel Gonzalez shares 6 tennis tips to help make your retirement a Grand Slam.  Prepare yourself for peak performance during the game of retirement by trying some of these tennis tips.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

In this audio podcast episode, Miguel Gonzalez shares 3 tips that may help you work toward your financial success - on and off the golf course.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

In this audio podcast episode, Miguel Gonzalez talks about investing as a couple by sharing investment goals and how to reach them.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

In this audio podcast episode, Miguel Gonzalez shares tips and strategies for women to navigate the sandwich generation phase of life.   

If you find yourself sandwiched between caregiving demands, here are some strategies for you.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com
  
  

In this audio podcast episode, Miguel Gonzalez talks about the strong relationship between your financial and social life.

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:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: Miguel@CortburgRetirement.com