Investing in Your Health

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  • Опубліковано 23 чер 2024
  • Healthcare costs in retirement can be a financial shock. In this week's episode, Miguel Gonzalez, CRC, breaks down why a 65-year-old couple might need over $300,000 and what steps you can take today to safeguard your future.
    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.
    About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®
    Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, overseeing investment of funds, and designing retirement plans.
    • Previously served as a financial advisor at JP Morgan Chase Bank, Global Private Client Group of Merrill Lynch, and ING Financial Advisors.
    • Former consultant for Barbara Corcoran Inc. and the World Bank
    • Earned MBA from Columbia Business School
    • Life and Health insurance licenses. Series 7 and 66 registrations held through LPL Financial.
    • Speaks English, Spanish and Russian languages
    • Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®
    Related Links:
    Website: www.cortburgretirement.com/
    UA-cam: / cortburgretirementadvi...
    Podcast: cortburg.buzzsprout.com/
    Twitter: / cortburginc
    LinkedIn: / miguelxgonzalez
    Facebook: / cortburginc
    Disclosures:
    Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Cortburg Retirement Advisors, Inc. are separate entities from LPL Financial.
    CRC conferred by The International Foundation for Retirement Education.
    The name ‘CORTBURG’ is a registered trademark. ©2023 Cortburg Retirement Advisors, Inc.

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