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 assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.
Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.
#InheritingMoney #EstatePlanning #FinancialAdvice #RetirementPlanning #InheritanceTips #ProbateProcess #WealthTransfer #InheritedAssets #FinancialEducation #InheritanceTax #LegacyPlanning #BeneficiaryAdvice #InvestmentStrategies #InheritedIRA #TaxPlanning #PersonalFinance #FinancialLiteracy #RealEstateInheritance #MiguelGonzalezCRC #CortburgAdvisors

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:

• YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
• Facebook-> https://m.facebook.com/CortburgInc
• Twitter-> https://twitter.com/CortburgInc
• LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
• Website: www.CortburgRetirement.com
• Email: [email protected]