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Maxed Out Your 401(k)? Top Retirement Savings Strategies
Manage episode 463773982 series 2792960
Miguel Gonzalez shares smart strategies for growing your retirement savings beyond your 401(k). Learn about IRAs, HSAs, and more.
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.
#RetirementPlanning #401k #RetirementSavings #FinancialPlanning #Investing #IRAStrategies #RothIRA #HSABenefits #TaxEfficientInvesting #WealthManagement #FinancialFreedom #MoneyTips #InvestmentStrategies #RetirementGoals #PersonalFinance #HENRYs #RetireSmart #MoneyManagement #DiversifyInvestments #SavingsTips
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
249 episodes
Manage episode 463773982 series 2792960
Miguel Gonzalez shares smart strategies for growing your retirement savings beyond your 401(k). Learn about IRAs, HSAs, and more.
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.
#RetirementPlanning #401k #RetirementSavings #FinancialPlanning #Investing #IRAStrategies #RothIRA #HSABenefits #TaxEfficientInvesting #WealthManagement #FinancialFreedom #MoneyTips #InvestmentStrategies #RetirementGoals #PersonalFinance #HENRYs #RetireSmart #MoneyManagement #DiversifyInvestments #SavingsTips
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
249 episodes
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1 Should You Pay Off Your Mortgage Before Retirement? 3:19

1 How to Afford Long-Term Care Without Going Broke | Retirement Planning Tips 3:41

1 What Should You Do With Your 401(k) When You Leave a Job? | 4 Smart Options Explained 3:29

1 5 Essential Social Security Strategies to Maximize Your Retirement Income 4:13

1 Should You Roll Over Your 401(k)? What to Know Before You Decide 5:18

1 Is It Too Late to Save for Retirement in Your 50s? Here's the Truth 4:51

1 RMD Rules Explained: What You Must Know at Age 73 and Beyond 4:55

1 Traditional IRA vs. Roth IRA: Which One Is Right for You? | Retirement Planning Explained 4:57

1 What Is an Investment Savings Plan and Why You Need One Now 5:01

1 How to Financially Plan to Live to 100 | Longevity & Retirement Tips 3:44

1 Smart Steps for Managing an Inheritance: A Beneficiary’s Guide 5:40

1 Are You Ready for Retirement? 5 Key Steps to Avoid Financial Stress 5:01

1 How Social Security Is Taxed in 2025 | Maximize Your Retirement Income 5:11

1 8 Smart Money Moves for HENRYs in a Volatile Market 6:15

1 Estate Planning for Parents of College-Bound Kids 5:29

1 10-Year Rule for Inherited IRAs: What Every Beneficiary Needs to Know 5:49

1 Finding Financial Zen: Simple Steps to Reduce Money Stress & Build Wealth 5:53

1 After-Tax Contributions: A Smart Strategy for Retirement Savings 6:24

1 FIRE vs. DIRE: Two Different Retirement Strategies – Which One is Right for You? 7:18

1 Retirement Taxes Explained: How to Pay Less and Keep More of Your Savings! 6:28

1 Helping Aging Parents with Finances: Smart Steps for Financial Security 4:56

1 Post-Holiday Recovery: Smart Financial Tips to Rebuild Savings and Pay Off Debt 4:17

1 Money Management for Career Success | Smart Income Strategies for a Secure Future 6:08

1 529 Plans Explained: Tax Benefits & Savings Strategies 6:53

1 Maxed Out Your 401(k)? Top Retirement Savings Strategies 4:56



1 New Year, New Goals: Resolutions for Your Retirement Success 4:36

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