Best CPFA Podcasts (2025)

1
Your Finances Need an Annual Physical Too 4:08

1d 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
6 Accounts Everyone Should Have 24:01

5d ago24:01

24:01

There are certain accounts that contribute to a person's #financial success. In this episode of #MoneyGuidewithMarySterk, we discuss the 6 #accounts everyone should have. #FDIC #checkingaccount #checksandbalances #bills #personalfinance #budget #emergencyfund #savingsaccount #expenses #creditcards #credit #creditscore #creditlimit #identitytheft #r…

1
Savvy Ways to Use Your HSA 24:16

5d ago24:16

24:16

Ever wonder what the best way to use your #HSA is? In this episode of #MoneyGuidewithMarySterk, we cover the must-know details surrounding when and how to best use your #healthsavingsaccount. #savingsaccount #healthinsurance #deductible #healthcare #expenses #incometax #taxcode #prescription #lasik #dentalcare #teethwhitening #braces #extraction #h…

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

9d 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
How to Financially Plan to Live to 100 | Longevity & Retirement Tips 3:44

15d 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
MONEY IN A MINUTE Investing in Your 30s 1:00

20d ago1:00

1:00

By the time you’re in your 30s, many of us have started our careers, and perhaps even started families. This is also the time to think ahead and plan for the future. Here are some steps to make the most of your #investments. #financialplan #debt #emergencyfund #retirement #credit #moneyinaminute #forbes #financialplanner #investing #fiduciary #weal…

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

23d 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
10 Tips To Retire Early 24:05

24d ago24:05

24:05

Many people would love to #retire early, but aren’t quite sure how to set things up to do so. In this episode of #MoneyGuidewithMarySterk, we share 10 tips to retire early #vacation #savings #assets #income #paycheck #wealth #401k #IRA #IRS #investments #socialsecurity #equity #discipline Feat Mary Sterk & Julie Chadwick Subscribe to the “Money Gui…

1
Moms & Money 25:38

24d ago25:38

25:38

#MothersDay gives us a chance to celebrate our #moms and consider the fine #financiallessons they have taught us. In this episode of #MoneyGuidewithMarySterk, we share some of the great lessons we learned from our #Mothers, and some of the things we felt were most valuable to pass down to our own children. #repurposing #garagesales #macdonalds #bar…

1
Must-Know Tips If You Have a $500,000+ Portfolio 24:26

24d ago24:26

24:26

Have a $500,000 + portfolio? In this episode of #MoneyGuidewithMarySterk, we share some must-know tips that you won't want to miss! #portfolio #taxes #RothIRA #taxlossharvesting #ETF #capitalgains #investments #liquidity #accreditedinvestors #sequenceofreturns #risk Feat Mary Sterk & Kelsey Bankey Subscribe to the “Money Guide with Mary Sterk” podc…

1
MONEY IN A MINUTE Celebrity Financial Lessons: Taylor Swift 0:59

28d ago0:59

0:59

#TaylorSwift is known for being quite savvy with her money - here are some lessons we can learn from her experiences. #recordlabel #recordings #albums #contracts #brandpartnerships #endorsements #collaborations #albumsales #tours #merchandise #investments #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplann…

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

30d 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
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
8 Smart Money Moves for HENRYs in a Volatile Market 6:15

1M 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
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
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
Money Problems Then & Now 25:21

2M ago25:21

25:21

The #money issues your grandparents faced have changed. In this episode of #MoneyGuidewithMarySterk, we share #moneyproblems from the past, and modern day solutions you can apply today. #pension #socialsecurity #income #costofliving #wages #expenses #housing #mortgage #retirement #carpayments #budget #budgeting #identitytheft #healthcare #healthsav…

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
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
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
MONEY IN A MINUTE What is a Certified Financial Planner? 1:30

3M ago1:30

1:30

In this episode of #MoneyinaMinute, Mary Sterk tells her story of “Welfare to Wealth Management” and answers the question you may be wondering: What is a CFP®? #welfare #foodstamps #lowincomehousing #CFP #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401…

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
MONEY IN A MINUTE Celebrity Money Mistakes: FloJo 0:53

3M ago0:53

0:53

One of the greatest lessons that we can take from #celebrity money mistakes is this: Don’t keep your will in a secret location. #FloJo #Olympics #Beneficiaries #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #soci…

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
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
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
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
3 Personal Finance Success Metrics 24:22

4M ago24:22

24:22

Ever wonder what creates personal financial success? In this episode of #MoneyGuidewithMarySterk, we share 3 critical #metrics that financially successful people pay attention to. #cashflow #income #overspending #savings #christmas #holidayspending #holidayshopping #taxrefund #starbucks #incomegap #retirement #paycheck #debt #assets #networth Feat …

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
MONEY IN A MINUTE 12-Month Financial Strategy 1:14

4M ago1:14

1:14

Let’s kick your year off with a simple financial approach designed to last the year! #accountant #CPA #taxes #budget #debt #powerofattorney #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #assetmanagement #socialsecurity #moneytip…

1
Impact Investing Basics 24:39

4M ago24:39

24:39

We all want to live in a better world. Is #impactinvesting the way to go? In this episode of #MoneyGuidewithMarySterk, we share tips and strategies so you know if impact #investing is right for you. #sociallyresponsible #quakers #methodist #esginvesting #environmental #investments #portfolio #morals #ethical #globaleconomy #energyconsumption #econo…

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
New Year New Goals 22:11

4M ago22:11

22:11

The #NewYear is a great time to overhaul your financial life for the better, and one excellent place to start is by making good financial #resolutions. In this episode of #MoneyGuidewithMarySterk," we share 7 smart #newyearsresolutions to get your 2025 off to a great start! #organization #Savings #Debt #Retirement #CreditScore #IdentityTheft #Power…

1
MONEY IN A MINUTE New Year Financial Resolutions 0:48

4M ago0:48

0:48

The #NewYear is here and 34% of #resolutions are financial-related. But here's the thing: only 39% of people in their twenties achieve their resolutions each year. If you're over 50, only 14% achieve their resolutions. Having somebody hold you accountable does improve your success rate. Here are some financial resolutions to consider. Feat Karen Va…

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

4M 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
New Year ~ New Financial Resolutions 2025 23:41

5M ago23:41

23:41

It's time to jump-start 2025! In this episode of #MoneyGuidewithMarySterk, we share smart #resolutions for you to think about the year ahead and improve yourself from a financial standpoint. #newyear2025 #newyearsresolution #CreditScore #EmergencyFund #Savings #Beneficiaries #PerStirpes #Will #TestamentaryTrust #PowerofAttorney Feat Mary Sterk & Ju…

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
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
MONEY IN A MINUTE Holiday Spending Tips for Kids and Grandkids 0:57

5M ago0:57

0:57

We’re here to give you some #Holiday #spending tips. And who do we tend to overspend on? Our kids and grandkids! Feat Mary Sterk #holidayshopping #budget #shopping #impulsebuying #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retirementplanning #as…

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…

1
How Much Should You Have Saved in Your 401(k) by Now? 8:29

6M ago8:29

8:29

Wondering if your 401(k) savings are on track? Learn key benchmarks by age, tips to grow your retirement account, and how to plan for a financially secure 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 in wea…

1
MONEY IN A MINUTE Holiday Spending Tips 1:00

6M ago1:00

1:00

If you go #holiday #shopping without a plan, you're going to risk #spending too much. Having a plan is a key piece of relieving holiday #stress. Feat Karen Van De Steeg #holidayshopping #holidays #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #401k #retir…

1
End the Year Strong: Year-End Financial Review Tips 5:17

6M ago5:17

5:17

With the year coming to a close, now is the time to review your finances. Miguel Gonzalez shares practical tips to help you save more, reduce taxes, and prepare for a successful financial 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…

1
5 Holiday Budgeting Strategies to Keep Your Finances Merry and Bright 5:45

6M ago5:45

5:45

The holidays can bring joy—and financial stress. In this episode, Miguel Gonzalez, Certified Retirement Counselor, shares 5 practical strategies to help you budget smarter, avoid debt, and enjoy the season without breaking the bank. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preser…

1
Get Up to Speed on Retirement: Essential Steps for Financial Security 4:57

6M ago4:57

4:57

Are you ready for retirement? Learn how to navigate pension options, 401(k) decisions, and personal savings strategies for long-term financial security. Miguel Gonzalez, CRC, breaks down the key steps you need to take. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets…

1
MONEY IN A MINUTE Investing in an Election Year 0:47

6M ago0:47

0:47

According to #USNews, the S&P 500 has not declined during a #presidential re-election year since 1952 and has averaged a 12.2% annual gain in re-election years. These studies also show there is negligible difference in the #market between which party wins. Feat Kelsey Bankey #ElectionYear #InvestingTips #politics #moneyinaminute #forbes #financialp…

1
MONEY IN A MINUTE Election Year Investing Tips 0:52

6M ago0:52

0:52

#Investors often make their worst mistakes during uncertain times. Here are five key principles for investing in an election year. Feat Jordan Ireland #ElectionYear #InvestingTips #politics #economy #market #moneyinaminute #forbes #financialplanner #investing #fiduciary #wealthmanagement #estateplanning #financialadvisor #highnetworth #retirement #…

1
Avoid These 5 Common Roadblocks to a Successful Retirement 5:25

7M ago5:25

5:25

Join Miguel Gonzalez, a Certified Retirement Counselor, as he shares 5 major risks to avoid on your journey to a secure and comfortable 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 retirement. We specialize in wealth management,…

1
Trusts Explained: Myths & Benefits 6:25

7M ago6:25

6:25

Learn the real benefits of trusts and uncover common misconceptions that hold people back from using this powerful estate planning tool. 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…

1
Financial Strategies for the Sandwich Generation | Retirement Planning with Miguel Gonzalez 5:01

7M ago5:01

5:01

Learn how to manage competing financial responsibilities for aging parents and children while securing your retirement. Miguel Gonzalez shares key tips to ease the financial burden. 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. W…

Podcasts Worth a Listen

CPFA Podcasts

Podcasts Worth a Listen