Best Cert. Financial Expert Podcasts (2025)

1
Your Finances Need an Annual Physical Too 4:08

4d ago4:08

4:08

Your finances need regular checkups to stay healthy. In this episode, Miguel Gonzalez, CRC, explains why a financial review is essential for managing life changes, boosting tax efficiency, and maintaining long-term peace of mind. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve …

1
269. You Can't 'Should' Your Way to More Peace 21:41

6d ago21:41

21:41

Words are powerful — especially the ones we use on ourselves. Today's Gemini New Moon is an ideal time to explore the sneaky word that clutters our minds and robs us of momentum: “should.” I’ll show you why it’s time to stop should-ing yourself and share a playful word game that helps you shift from guilt and pressure into curiosity and self-kindne…

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

11d ago5:01

5:01

In this episode, Certified Retirement Counselor Miguel Gonzalez breaks down Investment Savings Plans (ISP)—what they are, how they work, and how to create one that fits your financial goals. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to reti…

1
268. Values, Ego, and the Clutter of Tolerating What We Could Change 18:30

13d ago18:30

18:30

In this episode, I explore how tolerating situations we could change is actually a hidden form of clutter — mental and emotional clutter. I share a personal story about a time I was stuck in tolerating: why I stayed, what kept me stuck, and how I finally got out of it. I also touch on the difference between tolerating and accepting — because when a…

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

17d ago3:44

3:44

In this episode, Miguel Gonzalez, CRC®, shares key strategies to help you plan for a long life—covering healthcare, income, savings, and wellness. 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, …

1
267. The Sting That Sets You Free — Scorpio Full Moon & Clearing Clutter 13:06

20d ago13:06

13:06

This week’s episode is inspired by and aligned with the transformative energy of the Scorpio Full Moon. You’ll hear how and why Scorpio’s energy is supportive for digging deep, investigating our emotional blocks, embracing transformation, and aiming to let go of outdated fears or patterns. What to reflect on during this Full Moon if you're feeling …

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

25d ago5:40

5:40

In this episode, Miguel Gonzalez, CRC®, walks you through what to expect when you inherit money—from probate to debt handling, taxes, and investment strategies—to help you make informed decisions during a difficult time. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your asse…

1
266. Clutter affects your life beyond your physical space, here is how and why 28:07

27d ago28:07

28:07

You might think of clutter as just "stuff" lying around — but what if I tell you it's much more than that? In this episode, we’ll look at how mental and emotional clutter are connected to our actions and inactions and the results in our life and environment. Using insights from psychology, I’ll show how a cluttered mind can lead to heavy, even debi…

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

1M ago5:01

5:01

Miguel Gonzalez, CRC®, shares five essential steps to avoid financial strain and build the retirement you deserve. 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 r…

1
265. The 4 Levels of Intention Setting and How They Help You Get Organized 24:46

1M ago24:46

24:46

I’m sharing the 4 levels of setting intentions. Goal setting and setting intentions is not just about wanting to have an organized home, office, files and finances, or becoming the kind of person who makes it happen. We explore why “a few minutes a day keeps the chaos away” isn't just a cute saying I came up with, it’s the real magic and how this t…

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

1M ago5:11

5:11

Certified Retirement Counselor Miguel Gonzalez breaks down how Social Security is taxed in 2025 and shares smart strategies to avoid surprise tax bills. 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 manage…

1
264. The One-Year Rule Is Rubbish (Here’s Why) 12:01

1M ago12:01

12:01

You’ve probably heard it: “If you haven’t used it in a year, toss it.” But what if that item holds deep sentimental value? Or you simply love it—even if you don't use it (often)? In this episode, I’m busting the 5th myth - the one-year rule and show you a more mindful, personalized approach for sentimental items. I also share how different personal…

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

2M ago6:15

6:15

HENRYs—High Earners, Not Rich Yet—face unique financial challenges despite strong incomes. In this episode, Certified Retirement Counselor Miguel Gonzalez shares 8 key money management and investing strategies to help HENRYs build wealth and stay confident in volatile markets. Cortburg Retirement Advisors is a boutique financial planning firm commi…

1
263. Only Touch Something Once When Decluttering, True or False? 13:01

2M ago13:01

13:01

Have you also heard some of the gurus suggest you should be cutthroat when decluttering—ruthlessly tossing anything that doesn’t “serve” you? I’m busting this rule and myth that decluttering has to feel harsh or forced. Ditch the guilt and pressure and take a more compassionate, empowering approach, one that aligns with your personality type. I’ll …

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

2M ago5:29

5:29

Before your child heads to college, make sure your estate plan is in place. Miguel Gonzalez, Certified Retirement Counselor, shares four key legal documents parents should have to protect their family's future. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from yo…

1
262. You Must Declutter in the Right Order, Really? 21:08

2M ago21:08

21:08

A lot of people wonder how to do declutter "correctly" and listen to the gurus that tell them there is a specific order to follow, either by room or by category or how many items you declutter at a time... In this episode, I'm talking about whether I think there’s a “right” order for decluttering. I’ll share what happens in my experience when tryin…

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

2M ago5:49

5:49

In this episode, Miguel Gonzalez, Certified Retirement Counselor, breaks down the 10 most important facts about the 10-year rule for inherited IRAs. Learn who this rule affects, the key tax implications, and how to strategically navigate RMDs as a beneficiary. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping y…

1
261. Does A Clutter-Free Home Really Equal A Clutter-Free Mind? 31:00

2M ago31:00

31:00

I am busting the second common decluttering myth that claims “A clutter-free home equals a clutter-free mind.” While a clutter-free space can help reduce stress, after all I too say that, it’s still not a magical fix for your mental and emotional clutter. So in thie episode I’ll share insights into how mental and emotional clutter affect your life …

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

2M ago5:53

5:53

Financial stress can feel overwhelming, but finding your financial zen is possible! In this episode, Miguel Gonzalez, CRC®, shares simple yet effective strategies to create balance in your finances—helping you budget smarter, save wisely, and invest in a stress-free future. Cortburg Retirement Advisors is a boutique financial planning firm committe…

1
260. Clearing Clutter Is NOT A One-Time Event - Here's Why 18:05

2M ago18:05

18:05

Many people believe that decluttering is something you do once—a big weekend purge, and then you’re done. But I’m here to call BS. With this episode, I’m kicking off a new series where I bust some of the biggest decluttering and organizing myths that so-called experts shout from the rooftops. Myth #1: Decluttering is a one-time event. If you’ve eve…

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

2M ago6:24

6:24

Unlock the power of after-tax contributions to boost your retirement savings and reduce taxes in retirement. In this episode, Miguel Gonzalez, CRC®, breaks down how after-tax contributions, Roth IRAs, and strategic tax-free withdrawals can optimize your financial future. Cortburg Retirement Advisors is a boutique financial planning firm committed t…

1
259. Spiritual Organizing vs Traditional Organizing Methods & harnessing Mercury retrograde for clearing clutter 21:10

3M ago21:10

21:10

Mercury retrograde gets a bad rap, but did you know it can actually help you clear clutter and tackle chaos? In this episode, I explore how spiritual organizing differs from traditional methods by aligning decluttering with mindfulness, awareness, and cosmic influences—like Mercury retrograde! You'll hear why this astrological phase is a good time …

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

3M ago7:18

7:18

Should you retire early and embrace financial independence (FIRE), or delay retirement and maximize benefits (DIRE)? In this episode, Miguel Gonzalez, CRC®, breaks down the pros and cons of both strategies to help you make an informed decision about your future. About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service…

1
258. The REAL Reason You're Stuck in Chaos & Clutter 20:05

3M ago20:05

20:05

Last week I talked about the three common reasons that seem to be keeping you stuck in clutter and chaos and then I said but those are actually not the real reasons. So today, I'm talking about the real culprit: unmade decisions. Clutter isn’t just stuff—it’s a graveyard of postponed decisions. In this episode, I'm breaking down how unmade decision…

1
257. 3 Reasons You're Stuck in Chaos & Clutter 13:16

3M ago13:16

13:16

You think you know what’s keeping you stuck in chaos and clutter, but do you really? In this episode, I'm breaking down the three major culprits that seem to be standing in your way of taking action, of getting organized, of making progress. Plus, I’ll share how these patterns show up for different types of people—so you just might recognize yourse…

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

3M ago6:28

6:28

Understanding how your retirement income is taxed can help you avoid costly surprises and keep more of your hard-earned money. In this episode, Certified Retirement Counselor (CRC) Miguel Gonzalez breaks down tax strategies for 401(k)s, IRAs, Roth accounts, and Social Security. Cortburg Retirement Advisors is a boutique financial planning firm comm…

1
256. How to Create More Peace in Your World 18:56

3M ago18:56

18:56

After a conversation with a friend last week, I knew I needed to talk about this on the podcast. She asked how I was doing, and while I’m usually good at staying grounded, I admitted that the past week had been challenging. She then inquired what I meant by that—how it showed up for me and how I managed to shift out of it. That made me realize stru…

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

3M ago4:56

4:56

This week, Miguel Gonzalez, CRC, shares practical steps to help protect your aging relatives' finances—organizing accounts, preventing scams, and setting up a Power of Attorney. 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 sp…

1
255. 5 Year Anniversary & a Big Reveal: The Hidden Meaning of CHAOS & PEACE 30:45

3M ago30:45

30:45

I hit a special milestone—this podcast is turning 5 years old! 🎉 Through ups and downs, tech changes and challenges, moments of doubt and deep download dips, I’ve kept going, and today, I’m celebrating with you! In this episode, I’m reflecting on the journey, sharing some behind-the-scenes insights, and unveiling something very exciting I’ve been w…

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

4M ago4:17

4:17

Miguel Gonzalez, a Certified Retirement Counselor with 20+ years of experience, shares practical tips to help you get back on track after overspending during the holidays. Learn how to tackle debt, rebuild savings, and prepare for a stress-free holiday season next year. Cortburg Retirement Advisors is a boutique financial planning firm committed to…

1
254b. A few minutes of clearing clutter in your office 14:05

4M ago14:05

14:05

A cluttered desk creates a cluttered mind—so let’s clear and organize your workspace in just 5 minutes! I My saying is: "A few minutes a day keep the chaos away" In this guided decluttering session, we’ll clear what I call Zone Zero to boost your focus and productivity and create a more supportive workspace. Download your guide for a clutterfree wo…

1
254a. A Few Minutes of Clearing Clutter in Your Home 10:19

4M ago10:19

10:19

If you're struggling with clutter, this quick, guided decluttering session will help you clear clutter - in just 5 minutes! My saying is: "A few minutes a day keep the clutter away" So in this episode we’ll tackle a small area in your home together. Clear your clutter with me now and take the first step toward a more peaceful home! From Chaos to Pe…

1
253. Clearing Clutter Made Simple: 3 Key Principles 9:27

4M ago9:27

9:27

Do you feel overwhelmed by clutter and are not sure where to start? Decluttering doesn’t need strict rules (I don't do rules) —but having a strategy helps! In this episode, I share my 3 key principles for succesful decluttering. They are designed to make the process easier and more effective, and they work together holistically. Whether you're just…

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

4M ago6:53

6:53

Discover everything you need to know about 529 plans—how they help fund education, provide tax benefits, and act as a wealth transfer tool. Join Miguel Gonzalez, CRC, for insights that can impact your family’s future. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets …

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

4M ago6:08

6:08

In this episode, Certified Retirement Counselor Miguel Gonzalez shares essential income management techniques to help you budget, save, invest, and plan for your future. 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…

1
252. Why a Few Minutes a Day is Clutter-Clearing Magic 11:48

4M ago11:48

11:48

Clearing clutter isn’t a one-time event because it’s the small, daily actions that create real transformation. The thing is, right now, your practice automatic daily clutter-creating actions.... the goal is to replace them with habits that create and sustain an ideal, supportive space. Your brain thrives on habits and repetition, and when you make …

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

4M ago4:56

4:56

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 pl…

1
251. My Second Best Tip For Successful Decluttering 12:50

4M ago12:50

12:50

In this episode, I dive into how understanding your unique personality type can help you overcome challenges, harness your innate strengths and achieve your (decluttering & organizing) goals. By understanding how you tick—your strengths and challenges—you'll gain insight into why you might start decluttering, only to fall off track. Is it because o…

1
250. I Got Scammed: Lessons Learned and here's an Opportunity You Can Trust 8:13

4M ago8:13

8:13

You know the saying, 'If it seems too good to be true, it probably isn’t true'? Well, I learned that the hard way. In this bonus episode, I share what happened, the red flags I ignored, and what I did for damage control. Plus, I share an exciting (and real!) opportunity that seems too good to be true and is true, that you can join Chaos to Peace Ju…

1
6 Signs You're Not Saving Enough 6:36

4M ago6:36

6:36

Miguel Gonzalez, CRC, breaks down 6 signs that your retirement savings may be falling short. Learn practical strategies to adjust your financial planning and ensure a more secure retirement. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to reti…

1
249. Transform Your Cluttered Workspace with this Simple Framework 27:37

4M ago27:37

27:37

In this episode, I’ll share my story of how I got into helping people with clutter and then I introduce you to my Chaos to Peace Framework. I’ll talk about how setting up your workspace for success can lead to greater productivity, less stress, and maybe even more profit. Tune in to learn how to create such a workspace that works for you, not again…

1
Top 5 RMD Mistakes to Avoid in 2025 7:15

5M ago7:15

7:15

Miguel Gonzalez, CRC, shares the top five RMD mistakes and how to avoid costly penalties. Stay on track with your retirement withdrawals! 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 an…

1
248. Your Home As A Mirror Of Your Soul (how the state of your home plays a significant role in your overall happiness) 23:55

5M ago23:55

23:55

Your home plays a significant role when you're creating happiness in your life. It acts like a mirror of your soul - as within so without. In this episode, I explore the connection between our homes and our well-being. Joinn me as I reflect on gratitude for the saftety and sanctuary of a home, and show you how clutter impacts our physical, mental, …

1
247. Declutter Your Finances Now For More Peace in 2025 33:06

5M ago33:06

33:06

Whether you’re a business owner or managing personal finances, disorganization can lead to stress, overwhelm, and missed opportunities. In this episode, I’ll share why now is an ideal time to create elegant finances. We’ll explore what financial clutter is, common missteps to avoid, why focusing on cash flow is crucial, and how to start building yo…

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

5M ago4:36

4:36

Ready to make the most of your retirement this year? Join Certified Retirement Counselor Miguel Gonzalez as he shares practical New Year’s resolutions to improve your finances, health, and happiness in retirement. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from…

1
246. How to Kickstart 2025 in a positive way - with Reflections, Not Resolutions 21:26

5M ago21:26

21:26

I still stand by my perhaps controversial opinion that January 1st is NOT the best day for goal setting, intnetions and resolutions and to start something new — you’ll have to listen in to hear why! This is the latest in a series I've published every year since 2021. From episode 56 for 2021, episode 106 for 2022, episode 156 for 2023, and episode …

1
6 Year-End Giving Tips for Tax Savings 7:23

5M ago7:23

7:23

In this week's holiday episode, Miguel Gonzalez, Certified Retirement Counselor, shares 6 effective strategies to make the most of your charitable contributions while saving on taxes. 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.…

1
245. Invitation to the 12 Holy Nights 9:31

5M ago9:31

9:31

This is a very quick episode as another invitation to be part of my 12 Holy nights celebration. I talked about all the details in episode 244, I was sharing one of my favorite rituals for this special time of year—the 12 Holy Nights. This year I'd love to take you along and do it together with you. You can sign up for FREE From Chaos to Peace Consu…

1
244. Creating Space for the New Year with the 12 Holy Nights 29:05

5M ago29:05

29:05

In this episode, I’m diving into the tradition of the 12 Holy Nights—a powerful ritual for reflecting on the past year and setting intentions for the new one. I share how this practice can help you clear out the old and make space for the new. From connecting with the energy of each day to letting go of limiting beliefs, this ritual is a beautiful …

1
12 Days of Year-End Planning 7:19

5M ago7:19

7:19

Wrap up the year with confidence! Miguel Gonzalez, CRC, shares 12 quick, actionable steps to get your finances in order before the year ends. 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, estat…

Podcasts Worth a Listen

Cert. Financial Expert Podcasts

Podcasts Worth a Listen

Quick Reference Guide