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Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
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Legal Zeidgeist

Zeidler Group

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Legal Zeidgeist is an investment funds law podcast series brought to you by Zeidler Group, the technology driven law firm revolutionising legal and regulatory compliance services for the asset management industry. Our team of lawyers, regulatory compliance, data and technology experts along with our industry partners will discuss the latest perspectives, best practices and leading insights to help investment firms and asset managers re-evaluate and revolutionise their current approach to inv ...
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Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
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Tired of money being a taboo topic? Welcome to Fearless Money Talks, featuring Halbert Hargrove's Co-Chief Investment Officer, Brian M. Spinelli, CFP®, AIF®, and Managing Director of Growth and Client Experience, Kelli Kiemle, AIF®. Get ready for candid, fear-free discussions on helping your money work for you, navigating market ups and downs, and planning for your retirement. Want to learn more about Halbert Hargrove? Click the link below to visit our website today. Our Website: HalbertHarg ...
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A podcast for the CRNA industry. Discussing the important issues that happen both in, and beyond, the operating room. With Sharon Pearce, DNP, CRNA, FAANA, FAAN and Jeremy Stanley, EA, CFP, AIF. Innovations & opportunities for CRNAs & APRNs. Visit our website for more great information https://beyondthemaskpodcast.com/ and to learn how you can get CE Credit as a CRNA just by listening to the podcast. Don’t miss our special series on CRNA History, CRNA Personal Finance & Retirement, Political ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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The Slave Is Gone: The Show That Talks Back to AppleTV+'s Dickinson

Jericho Brown, Brionne Janae, and Aífe Murray

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Acclaimed poets Jericho Brown and Brionne Janae join forces with “rogue scholar” Aífe Murray for a podcast that celebrates what works and breaks down what doesn’t in this award-winning and popular series. They interrogate what's historically and emotionally true in each episode of Dickinson -- and always bring it back to the poems that continue to intrigue, attract, and inspire.
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Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be ...
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The Paul Truesdell Podcast

Paul Grant Truesdell, JD., AIF, CLU, ChFC

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The Paul Truesdell Podcast Welcome to the Paul Truesdell Podcast. Two Pauls in a pod. Featuring Paul the Elder and Paul the Younger. So, what's the gig? Individually or collectively, Paul and Paul sit down and chat predominately at the Truesdell Professional Building and record frequently. They explain a few things about how life works before time gets away. They connect the dots and plot the knots, spots, and ops with a heavy dose of knocks, mocks, pots, rocks, socks, and mops. Confused? Th ...
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Axis Moneynomics - By Axis Mutual Fund

Axis Moneynomics - By Axis Mutual Fund

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Axis Moneynomics is an informative series by Axis Mutual Fund that aims to make money management easy and fun. Be it savings, investments, taxes, or day-to-day financial struggles, Axis Moneynomics is here for you to simplify personal finance. Axis Mutual Fund which has Axis Bank as its sponsor is one of the largest mutual funds in India. Axis Asset Management Company (Axis AMC) is the investment manager of Axis Mutual Fund which has Axis Bank and Schroders as its principal shareholders. Axi ...
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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The Translator by RiskPro

Hosted by Julie Mochan

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Solutions, ideas, and interviews delivered in swift and fun way for investment advisors, financial firms, compliance, back offices, and portfolio managers anyone more curious than the average bear. All of this is brought to you by Julie Mochan, also host of Open Windows Investing by TPFG. www.tpfg.com Julie Mochan, AIF®
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Invest Steuben Podcast

Steuben County EDC

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The Invest Steuben Podcast from the CoWork Steuben Content Creation Studio. On this show, we talk about everything economic development related for people who love and care for Steuben County and Northeast Indiana. Your host is Isaac Lee, the Executive Director for Steuben County Economic Development Corporation.
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The CNBC-TV18 Special Podcast covers trends that have an impact on the daily lives of the masses. Experts from sectors like economy, healthcare, banking, finance, autos and technology will discuss the latest developments in various fields. Tune in to the CNBC-TV18 Special Podcast for more.
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Founder Thesis

ThePodium.in

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Dickens said, it was the best of the times, it was the worst of the times. The words have never been truer. Best because there’s never been a better time to be an entrepreneur. Worst because the clutter is mind-numbing. Founder Thesis breaks through the noise to bring you stories of success & failure, grit & struggle, bouquets & brickbats from some of the most brilliant entrepreneurs in India.
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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The Fitness Industry Podcast

Network powered by AIF

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Exploring everything from client coaching and hypertrophy, to nutrient timing, leadership and business growth, The Fitness Industry Podcast, powered by AIF's Network, features insightful conversations with global leaders in the fitness and health industries.
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Aging Together

Pooja A. Patel, DrOT, OTR/L, BCG, CDP, CFPS

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TL;DR: for adult children of aging parents; for the sandwiched generation Key themes: aging, caregiving, mental health, caregiver resources, long-term care ------------------ The Aging Together Podcast explores the challenges and opportunities of caring for aging loved ones. In this podcast, I interview guests who are experts in their fields or can share their experiences with caregiving. Together with the guest speakers, I dive into a wide range of topics including health and wellness, care ...
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Welcome to the PrimeInvestor Podcast, your go-to for financial insights. Led by Vidya Bala & Bhavana Acharya, the co-founders of PrimeInvestor, a platform for stock and mutual fund recommendations. Join us for expert interviews, market trends, portfolio building, and more. Make informed decisions and achieve your financial goals. Follow us for unbiased recommendations and visit primeinvestor.in for more. Happy investing! PrimeInvestor is a SEBI registered Research Analyst (Registration: INH2 ...
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Emerging Entrepreneurs is a podcast created by an entrepreneur for entrepreneurs. In this podcast you will get to hear from some of the up and coming minds in business and in life and act as if you were sitting right there with them. Connect with us on Facebook and Instagram @emergingentrepreneurspodcast . Thanks for listening in. Support this podcast: https://podcasters.spotify.com/pod/show/anthony-mcgehee/support
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Send us a text Summary In this episode of the Aging Together podcast, Dr. Pooja A. Patel and Arvette M. Reid discuss the critical intersection of healthcare and financial planning for aging adults. Arvette shares her personal journey into elder care, emphasizing the importance of family conversations, the role of care managers, and the unique chall…
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Welcome to another episode of Invest Steuben Podcast, your go-to source for everything economic development in Steuben County, Indiana. In Episode 11, we’re excited to bring you a dynamic conversation with Retha Hicks, the Director of Planning and Economic Development for the City of Angola. This episode shines a spotlight on both Retha’s visionary…
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"Venture debt is like an umbrella - you buy it before it starts raining, because once it starts raining, everything becomes expensive." This analogy perfectly captures the strategic timing required for startup capital - smart founders raise debt when they don't need it, not when they're desperate. Vinod Murali is the Co-founder and Managing Partner…
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For many years, it was rare to see a new CRNA grad get a 1099 opportunity, but that’s been changing over the past decade. This new generation of CRNAs looks at work differently than previous generations and 1099 fits their lifestyle needs much better. So what do you really need to know if you are choosing between traditional W2 employment and the i…
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On this episode, Invest Steuben Podcast will explore entrepreneurship in Steuben County with Caleo Coffee. Angola's favorite neighborhood coffee shop for exceptional coffee and delicious food. Nestled in the heart of downtown, their cozy café invites you to experience the rich aromas and flavors of expertly brewed coffee made with locally roasted c…
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Join us for an insightful conversation with Rashesh Shah, the veteran Chairman of Edelweiss Financial Services. In this exclusive episode, Rashesh Shah unpacks the India growth story, revealing how Edelweiss navigated market volatility to build a financial powerhouse. Discover the secrets behind Edelweiss's journey from a merchant banker to a diver…
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What does it take for high school students to break into the world of venture capital, and thrive? Today, we're joined by three standout Venture Analysts from 1435 Capital who are doing just that. Meet Steven Tunison, Ansh Vasani, and Suhani Pandya, rising stars who've taken initiative in finance, entrepreneurship, and research long before most pee…
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Send us a text Summary In this conversation, Dr. Kim Harms, an end-of-life expert, shares her personal journey through grief and the importance of legacy planning. She discusses the concept of emotional insurance, the significance of building emotional legacies, and practical steps individuals can take to prepare for their end of life. The conversa…
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A listener wrote in with a question that many couples might relate to: “How do we plan for retirement when we don’t share accounts and don’t even know each other’s spending habits?” In this episode, Dennis walks through what it looks like to plan for the future when your finances aren’t fully merged, and how couples can find clarity even when they’…
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When seconds matter, preparation saves lives. Today’s case study involving a 47-year-old man with severe obesity and obstructive sleep apnea is a great example of that. When a routine EGD resulted in rapid hypoxia shortly after sedation after conventional methods failed, it was the McMurray Enhanced Airway that made all the difference. Sharon share…
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Tax diversification gives you the power to manage taxes in retirement more efficiently. In this episode, Miguel Gonzalez, CRC, breaks down the three tax buckets and how to strategically withdraw income for long-term tax savings. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve y…
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How to Plan for Now and the Future In the first episode of “Fearless Money Talks,” we’re talking about something most people don’t want to talk about: money. Whether you’re scared or ashamed or just grew up in a family that never talked about it, chances are you’ve encountered uncomfortable financial conversations at some point in your life. Our ho…
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Good morning, good afternoon, or good evening—this is Paul Truesdell. Welcome to another edition of the Paul Truesdell Podcast. Today, we are talking about the next big industrial shift. From the printing press to artificial intelligence, change has always displaced the slow and rewarded the adaptable. If you think soft skills alone will save you, …
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In this insightful episode of Paisa Vaisa, join host Anupam Gupta as he explores the intricate world of Indian banking with Narendranath Mishra, Head of Retail and Agri Loans at DCB Bank. Discover how bank deposits stack up against the booming mutual fund industry and what this means for your financial planning. Mr. Mishra breaks down the impact of…
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In this episode, Deepak and Shray unpack the SEBI allegations against global trading giant Jane Street and explore whether this is a case of shrewd arbitrage or market manipulation in India's underregulated options landscape. In doing so, they reveal deeper structural issues. An outsized derivatives market, regulatory blind spots, tax inequities, a…
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What does it take to thrive as both a creative and a business leader in the world of architecture? Meet Eric Gartner, AIA, LEED, AP, principal partner at SGP Architects, where he has led the firm's national and international growth across the U.S., Latin America, and Africa. With a Masters of Architecture from the University if Virginia, Eric blend…
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"I have this fundamental belief that you make abnormal returns not when you are right but when people don't agree with you." This contrarian mindset from Jaydeep Barman perfectly captures how Rebel Foods built a $1.4 billion unicorn by doing what everyone thought was impossible: decoupling restaurant brands from physical real estate. Jaydeep Barman…
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Dave Ramsey is one of the most recognized voices in personal finance. His 9-step retirement plan is simple, direct, and built for mass appeal. But is it really the best path for your retirement? Here’s some of what we discuss in this episode: 🧭 Why your retirement plan should start with setting goals 💸 Why saving more than 15% may be necessary 🏡 Wh…
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Good governance is proactive, not reactive, and a potential bylaw change could help the AANA move more in that direction. In this episode of Beyond the Mask, Jeremy and Sharon welcome AANA vice president Tracy Young, MSNA, MBA, CRNA to discuss one of the most important proposals facing the AANA: a new bylaw amendment that would establish a clear, f…
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Is paying off your mortgage before retirement the right move? In this episode, Miguel Gonzalez, CRC, breaks down the key pros, cons, and strategies to help you make an informed decision. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retireme…
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Power Plays Unleashed: Corporate Clashes, Street Fights, and Global Gambits By Paul Truesdell – Explore the relentless rivalries from CEOs to gang leaders, Democrats vs. Republicans, and U.S. factions over Ukraine—culminating in savvy wealth strategies that balance risk like a pro. Empower your decisions today! 0:00 Good morning, good afternoon or …
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India's eldercare needs are growing faster than ever. It's no more just medical care and attention that they seek. All the more reasons why it's important for us to understand - what is it that elders truly want? By 2031, over 193 million Indians will be senior citizens-a massive jump from 103 million in 2011 (PIB, Government of India). But this is…
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In this episode of Grade 1 View, we had the privilege of speaking with Tom Baribeault, DNP, CRNA, a pioneer in the field of opioid-free anesthesia. As the president and founder of the Society of Opioid Free Anesthesia, Tom has dedicated his career to advancing pain management techniques that prioritize patient safety and comfort. Today he’ll share …
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Get ready for a deep dive into India's booming sports tech landscape! In this exclusive Paisa Paisa episode, we're joined by Jatin Paranjape, Founder, and Ujwal Deole, Co-founder & COO of KheloMore, the trailblazers revolutionizing sports participation across the nation. Discover how KheloMore is building a true "super app" that connects players wi…
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What if reducing hidden costs could boost your profits and set your business up for a successful exit? Today's guest is Michael Neil, a cost-reduction strategist and executive advisor with Schooley Mitchell, North America's largest independent cost-reduction consulting firm. He helps business owners across the U.S. and Canada lower essential expens…
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Send us a text Summary In this episode of the Aging Together podcast, host Pooja Patel speaks with Amy Friesen, a bestselling author and expert in the senior living industry. They discuss the challenges and similarities in caregiving across borders, the importance of early planning, and the emotional toll on caregivers. Amy shares insights from her…
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Welcome to our 82nd podcast for Thanks for your Service. Our focus is on historical topics relating to the Australian military. You can find us on Facebook, X and Youtube. Just search for Thanks For Your Service. Our website is www.thanksforyourservice.net . You can also email us at [email protected] Who would have known that during WW2…
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How do you build a $100 million enterprise tech company - without raising a single dollar from venture capital? In this episode, host Akshay Datt speaks to Rajesh Sinha, Founder of Fulcrum Digital and Culinary Digital, shares his remarkable story of scaling two global businesses to ~$100M ARR - fully bootstrapped. From building a customer-funded Sa…
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In the book The Five People You Meet in Heaven, each person the main character meets helps him understand his life in a new way. Today, Dennis talks about the five people you should meet before retirement. These are the people who can guide your next chapter and help you retire with clarity, confidence, and purpose. Inspired by the themes of that b…
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In a world where access to healthcare can vary dramatically, the role of global outreach initiatives has never been more critical. In this week’s episode, we’re joined by nurse anesthesia doctoral student Chris Wheelock to ​discuss ​the ​impact ​of ​global ​outreach ​and ​how ​an ​initiative ​he ​was ​involved ​in ​is ​shaping ​the ​future ​of ​glo…
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Long-term care is one of the biggest threats to your retirement savings—but it doesn’t have to be. In this episode, Certified Retirement Counselor Miguel Gonzalez shares practical, cost-effective strategies to help you prepare for future care without derailing your financial plan. Cortburg Retirement Advisors is a boutique financial planning firm c…
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In this episode of The Legal Zeidgeist, we dive into one of the most consequential yet under-discussed developments in fund disclosure: the regulatory divergence between the UK’s proposed Product Summary and the EU’s PRIIPs Key Information Document (KID). As the UK continues to chart its post-Brexit course, asset managers are now facing two paralle…
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In this episode of The Legal Zeidgeist, Kate Horgan is joined by Alex Mercer, Head of Innovation at Zeidler Group, to explore how AI is transforming the delivery of legal services. Drawing on his background as a lawyer and his current role leading innovation, Alex offers a behind-the-scenes look at how Zeidler Group embeds large language models and…
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In this episode of The Legal Zeidgeist, Kate Horgan is joined by Patricia Nitschke and Shalu Sura from our Regulatory Services Division to demystify two essential services supporting global fund distribution: European Facilities Agent Services and Regulatory Cross-Border Registrations. Patricia provides a detailed overview of the Facilities Agent, …
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In this episode of The Legal Zeidgeist, Mathilde Stich unpacks the critical role of due diligence in the investment funds industry. With growing regulatory scrutiny and operational complexity, fund managers are under more pressure than ever to ensure robust due diligence processes are in place. Whether you're managing fund operations, compliance, o…
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Join us to learn more about what Cameron Hospital has to offer with their Cameron @ Work program. Learn from Pete Kempf and Jon Crabill about the details, and even learn who won gift cards for completing the survey! Invest Steuben, CoWork Steuben, and Steuben County Economic Development Corporation are all doing business as the Steuben County Econo…
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We dive into the latest research on ketamine's therapeutic potential, including its role in treating ischemic stroke, postoperative cognitive dysfunction (POCD), and PTSD. You'll hear how scientists are studying its effects on brain regions like the hippocampus and amygdala, as well as its impact on neuroinflammation, fear memory, and neurogenesis.…
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https://paultruesdell.com/ Living a TIP Life: True Interactive Productivity and the Real Meaning of Longevity 1. Introduction: What Is Longevity, Really? Longevity is often defined as the span of time between birth and death. Simple enough—yet few people pause to truly think about what that span means. From the moment we are born, we are on a clock…
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Hey everyone! Anupam Gupta is back with an exclusive conversation with Sandip Raichura, a key figure at PL Capital, a firm with a storied history spanning over 80 years in Indian finance. Get ready to unlock the secrets to India's burgeoning wealth creation! We're going deep into the transformative journey of India's equity culture, driven by innov…
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0:00 Good morning, good afternoon or good evening. This is Paul Truesdell, and this is the Paul Truesdell Podcast. I'm going to ask a question nobody else seems willing to ask. What happens when artificial intelligence quietly rewires the minds of millions of retirees? What if the tool you trust to help you manage your money, your medicine, your me…
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0:00 In this edition of The Paul Truesdell podcast, we're going to do a little Let's interview Paul style. We're going to talk about AI and cognitive impairment, some of the pros and cons, and what we might want to start thinking about because it's moving fast and furious. It's not a movie. It's not a race. It is. Well, it is a race. And I will say…
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Send us a text Summary In this episode of the Aging Together podcast, Dr. Pooja A. Patel speaks with Carol L. Stokes, JD, a caregiver coach and advocate. They discuss the challenges faced by caregivers, particularly women, and the importance of self-care, communication, and planning in caregiving. Carol shares her personal journey and insights on h…
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Today I want to talk about a recent Wall Street Journal article titled, “Meet the Army of Staffers Who Manage the Mansions of the Ultrarich.” The article outlines how owning a luxury property is not about peace and quiet—it is about managing a private enterprise. The ultrarich hire full-time chefs, housekeepers, landscapers, tech specialists, estat…
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What does it take to thrive in venture capital while making an impact in public service and education? Meet Ronan Pell, Venture Analyst at 1435 Capital, where he sources investment opportunities and supports diligence and fundraising. He's led a student investment fund, developed a national civics curriculum, and conducted real estate research at L…
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You’ve worked hard, saved well, and now you’re thinking about giving back, maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to enjoy the impact? Let’s talk about how to make that decision with confidence. In this episode, Dennis walks through the key …
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CRNAs bring technical precision and expertise to the operating room, but our most powerful impact might be how we show up for our patients during their most vulnerable moments. In this episode, Sharon and Jeremy sit down with Casi Short, a CRNA who developed a compassionate care program for women experiencing pregnancy loss. Hear how her own fertil…
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When you leave a job, your 401(k) doesn’t come with you automatically. In this episode, Miguel Gonzalez breaks down your four main options—and how each one affects your taxes, investment strategy, and future growth. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets fr…
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