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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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Even the most prominent voices in Sales were crap at Sales once. Join bestselling Author, Founder and Sales Coach Mark Ackers as he speaks with successful Sales professionals about their early Sales struggles, and how they overcame these challenges to become the people they are today.
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The Revenue Formula

Toni Hohlbein & Raul Porojan

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This podcast is about scaling tech startups. Hosted by Toni Hohlbein & Mikkel Plaehn, together they look at the full funnel. With a combined 20 years of experience in B2B SaaS and 3 exits, they discuss growing pains, challenges and opportunities they’ve faced. Whether you're working in RevOps, sales, operations, finance or marketing - if you care about revenue, you'll care about this podcast. If there’s one thing they hate, it’s talk. We know, it’s a bit of an oxymoron. But execution and foc ...
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Welcome to the Corporate Crossover: Bound for Success podcast—your go-to resource for ambitious business professionals ready to transition from the corporate world to consulting, entrepreneurship, or building a powerful personal brand. In this episode, we’re diving into a game-changing topic: how to build passive income streams as you prepare to leave your 9-to-5. If you're a corporate professional exploring life beyond the cubicle, this episode will equip you with practical, proven strategi ...
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Redefiners

Russell Reynolds Associates

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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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Hi, I’m Vincent McMahon. I'm a Strategy Consultant, Change Mentor and Author. I'm is passionate about helping men in their life who are lost, tired or struggling by transitioning them into becoming Black Knights (3rd stage consciousness) in their personal or professional life so they feel fulfilled, energised and connected to their joy. With an MBA in Healthcare Management from the Royal College of Surgeons, I have run a successful consulting business for over 30 years. 15 years ago my focus ...
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Send us a text In this episode of Corporate Crossover – Bound for Success, Kevin Long explores why trust is the new currency in business—and how writing a book is the fastest, most powerful way to establish authority in your industry. If you're a business professional, consultant, or executive looking to build your personal brand and stand out in a…
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If you're feeling anxious about AI. If LinkedIn's making you doubt your GTM. You need this episode. We break down what’s real, what’s hype, and why boring execution still wins. (00:00) - Introduction (02:51) - Don't believe the LinkedIn echo chamber (06:42) - Understanding Business Fundamentals (12:09) - Stop comparing yourself to AI companies (14:…
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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…
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Today's senior executives operate in an environment where trust has never been more critical, or more fragile. According to the latest Edelman Trust Barometer, trust in business leaders is at an all-time low, with people's fear that business leaders are dishonest increasing by 12% in the last year. So, as a leader, how can you cultivate trust withi…
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Send us a text In this episode of Corporate Crossover – Bound for Success, Kevin Long reveals how to structure your business book not just to inspire, but to convert readers into clients. If you're a business professional writing a book to grow your brand or consulting practice. In that case, this episode is packed with practical strategies for tur…
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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…
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Send us a text In this episode of Corporate Crossover – Bound for Success, Kevin Long explores how writing a book can fast-track your journey from expert to authority—without spending years building visibility and credibility the hard way. Discover how a strategically written book can help you attract better clients, land speaking gigs, get media e…
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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…
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In this unmissable episode of The I Used To Be Crap At Sales Podcast, legendary sales trainer Josh Braun, joins our host Mark Ackers for a deep, unfiltered dive into what really drives consistent sales performance. If you’re a sales rep chasing targets, a team leader trying to motivate your reps, or a founder building a sales motion—this episode is…
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When it comes to global financial markets, the only certainty is the likelihood of uncertainty and change. The world is in a period of transformation on multiple levels fueled by AI and technology innovation, shifting economic policies, and infrastructure modernization. At the foundation of all of this transformation is the unrelenting need for lon…
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No. This is not a tactical episode. But. You will get a real look inside of a company being created. (00:00) - Introduction (04:01) - Scar tissue (09:31) - Feedback and Market Research (13:28) - AI in Data Analysis and Future Prospects (16:06) - AI's Growing Influence in Business (18:06) - Exploring New Data Sources (19:05) - Challenges and Opportu…
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Send us a text In this episode of Corporate Crossover – Bound for Success, Kevin Long explores the power of The Quiet Funnel—how a well-written book can attract clients, build trust, and grow your business without pitching or pressure. Discover why your book is more than a calling card—it’s your silent salesperson, working 24/7 to pre-sell your val…
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If you're running outbound. If you're using SDRs. Or planning to. You've got to listen to this episode. We got Morgan Ingram on the show, and he broke down his LinkedIn playbook to get replies at scale. (00:00) - Introduction (03:18) - Outbound Marketing and Career Choices (06:16) - Optimizing LinkedIn Profiles (07:45) - Common Mistakes in Outbound…
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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…
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Over the last year or so, Klarna has been on a rampage to automate away. They've sliced tools, costs and staff. Begging the question... Is this just a VC narrative or is there more than meets the eye? (00:00) - Introduction (02:44) - Klarna's Journey and Financials (05:49) - AI's Role in Cost Reduction (07:51) - Customer Service Innovations (10:28)…
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Send us a text In this episode of Corporate Crossover – Bound for Success, Kevin Long tackles the real reasons smart business professionals delay writing their book—and how to move past them. From time excuses to imposter syndrome and perfectionism, discover what’s really holding you back—and how to finally get your book done with the 17-Day Author…
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We had to record this unusual episode. In what feels like a single day, a year's worth of drama has unfolded in software. It almost seems like John Oliver would talk about it. But since he's busy, we decided to do an episode for him on 11x and the chaos that's emerging. (00:00) - Introduction (02:03) - Deel, Rippling and the spy (05:35) - 11x (08:1…
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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…
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Today's board directors operate in a complex business landscape, balancing strategic guidance, technological innovation, and heightened governance expectations. They must provide critical leadership while navigating rapid change and increasing stakeholder scrutiny. So, as an executive, do you have what it takes to thrive in a board role? And how ca…
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Getting AEs to self-prospect is fun: AEs will complain, procrastinate, and straight up not do it. In todays episode, we share some simple tricks to get account executives excited and motivated to self prospect (hint: it's about $). (00:00) - Introduction (03:12) - AI in Sales and Self Prospecting (05:41) - Challenges of Self Prospecting (07:57) - I…
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Send us a text Your book is more than just a book—it’s a marketing powerhouse. In this episode of Corporate Crossover – Bound for Success, Kevin Long reveals how business professionals can turn their book into a lead-generating, client-attracting business asset. Learn proven strategies to use your book for: ✔️ Generating leads & building an email l…
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How to scale past $10M ARR. GTM Engineering. How AI is changing the game and much much more. We got Maja Voje, also known as the GTM Strategist, to join us and share her thoughts on this and more. (00:00) - Introduction (02:34) - Challenges in Scaling Beyond 10 Million (03:30) - Inbound Marketing Struggles (04:50) - Outbound and ABM Strategies (07:…
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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…
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Usually, we share advanced analysis to run, cases of amazing tech companies, or something else. Today, we're talking about an energy drink. Stay with us because this potent drink can teach tech a lot about advertising. (00:00) - Introduction (02:26) - Energy Boosts and Red Bull (14:29) - Red Bull's Media Empire (17:34) - Examples of Media and Commu…
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Send us a text Want to turn your book into a money-making machine? In this episode of Corporate Crossover – Bound for Success, Kevin Long reveals how business professionals can transform their expertise into multiple income streams using their book. From high-ticket consulting and speaking engagements to online courses and brand partnerships, disco…
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If there's something we all love, it's to root for david beating goliath. And right now, there's a small team doing just that. Pylon, led by Marty Kausas, is going head to head with Zendesk. Naturally, we asked Marty to share their playbook. (00:00) - Introduction (01:17) - The Motivation Behind Building Pylon (01:52) - The Journey to Becoming A-Li…
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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…
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How do you truly motivate a sales team? Most sales leaders struggle to keep their teams engaged and performing at their best - especially with 53% of the workforce being made up of Millennials and Gen Z. In this episode, our host Mark Ackers sits down with Phil Putnam, the author of Desire-Based Leadership, to uncover the secrets behind scaling hig…
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The global pet industry is expected to grow from $320 billion today to nearly $500 billion by 2030, as more pet parents treat their pets like their own children, often sparing no expense on their pets’ nutrition, health, and wellness. As we celebrate International Women’s Day, today’s episode features a conversation with Simon, Hoda and Lyssa McGow…
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With every new technology, there's a Kodak.. or Nokia.. For AI, that company is Chegg - a publicly traded, once highflying edtech company. We break down the story of Chegg, and distill four learnings for GTM leaders. (00:00) - Introduction (02:02) - The Role of AI in Our Show (05:34) - The Rise and Fall of Chegg (07:59) - Chegg's Business Model and…
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Send us a text In this episode of Corporate Crossover - Bound for Success, we explore the rise of self-publishing, its incredible opportunities, and the potential challenges you might face. Learn why so many professionals are choosing to self-publish, how to avoid common pitfalls, and how our proven 17-day system can help you create a high-quality,…
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Your main contact is not your champion. You champion might not be an experienced buyer. And the list goes on. The problem is: not getting this right can really hurt your ability to bring in newbiz revenue. That's why we invited Gal Aga from Aligned. Not only did he post a kick-ass meme on this problem, but he also has worked extensively with AEs an…
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So we've crossed 200 episodes. And we felt like, as usual, doling out some advice - this time focused on the thing we spend a lot of time on... Podcasts. Specifcally this one. If you've considered, or are constantly being suggested/told to do a podcast. This episode is for you. If not, maybe it'll just be fun to get a look under the hood. (and if n…
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Send us a text In this episode of Corporate Crossover - Bound for Success, we break down exactly how to write a business book that doesn’t just sit on a shelf—but actually generates leads, attracts clients, and grows your business. Learn how to structure your book, position it as a client attraction tool, and use our proven system to write with pur…
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How's PLG different from outbound? We asked someone who's worked with both motions. And the interesting part? They used a very simple trick to accelerate their PLG: Defining their ICP. (00:00) - Introduction (10:02) - Finding the ICP (19:37) - Acquisition and Sales Strategy (20:04) - Brand equity (22:53) - Trigger for engaging (25:55) - Self-Onboar…
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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…
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The world needs more metals, minerals, and natural resources to fuel the global economy, power the energy transition, and feed a growing population. As the CEO of the world’s largest mining company, BHP’s Mike Henry is redefining his business in a competitive industry which is projected to grow to $2.8 trillion by 2028. In today’s episode, Clarke d…
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Growth envy. We've all been there. Another company just blows up in what feels like seconds. Immediately you wonder, how could we achieve the same? Well, first step is understanding, and in this episode we break down the conditions that enabled Cursor to grow incredibly fast. (00:00) - Introduction (02:20) - Cursor and 0-100 (05:09) - The Power of …
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Send us a text In this episode of Corporate Crossover - Bound for Success, we explore the growing trend of AI-generated books and whether artificial intelligence can truly replace human expertise in authorship. AI tools promise speed and convenience, but do they deliver authenticity, credibility, and real thought leadership? We break down the pros …
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There are 1000s of privately held unicorns. But for many of them, they will truly struggle to make a meaningful exit. We discuss why together with Roee. (00:00) - Introduction (02:25) - Understanding Zombie Unicorns (04:30) - The Rise and Fall of Valuations (06:33) - VC Expectations and Company Growth (12:01) - The Fragility of High Valuations (15:…
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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…
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Are you about to report to the CEO? Are you already? In todays episode, we share our experience reporting to the CEO. (00:00) - Introduction (03:51) - Our first CEO (07:10) - Benefits and Challenges of Reporting to the CEO (13:03) - Effective Communication and Management Strategies (20:16) - Deliver 100% of your commits This episode is brought to y…
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Send us a text In this episode of Corporate Crossover - Bound for Success, we reveal how you can go from business expert to published author in just 17 days using our hugely successful system. If you’ve been putting off writing your book because you think it takes months—or even years—think again! We break down our proven 3-phase process that allow…
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Free trials don't work for AI products - so... what do you do? That's what we asked Chris, CEO and founder of Slite. (00:00) - Introduction (03:36) - Challenges in Selling AI (04:53) - Introduction to Slite and Super (06:31) - AI Implementation and Use Cases (08:50) - Customer Onboarding and Trials (10:15) - Why can't we just do freemium (13:10) - …
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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…
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We explore how family enterprise leaders can strike the right balance between preserving their organization's legacy and adapting to an evolving business landscape. How can family enterprise leaders stay ahead in a fast-changing world? Family enterprises are the backbone of economies worldwide, but their leaders face an increasingly critical challe…
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Wrappers are dead. LLMs are dead. SaaS is dead. The application layer is dead. It's moving pretty fast still in AI, and we thought it was time to take stock of what we know right now. (00:00) - Introduction (01:03) - OpenAI's Superbowl Ad Breakdown (02:29) - The Role of AI in Modern Life (03:16) - Teasing Future Content (03:50) - The Fast-Paced Wor…
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Send us a text In this episode of Corporate Crossover - Bound for Success, we dive into why writing a book is more than just a branding tool—it’s a lasting legacy. A book cements your authority, builds trust with your audience, and ensures your insights continue to inspire for years to come. Learn how publishing your own book can elevate your busin…
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If 4 developers at a unicorn got a $1m check, could they copy your feature? Well, yes. We discussed why this question is stupid, and how to build true competitive advantages. (00:00) - Introduction (02:11) - Remote Work and Team Dynamics (02:47) - Exploring New Features and Innovations (04:59) - Customer Experience and Building a Moat (15:05) - Sti…
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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…
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