Your 50s and early 60s are one of the most important financial transition periods.

In this episode, Miguel Gonzalez highlights five key financial decisions to revisit before retirement — from evaluating your savings progress and maximizing catch-up contributions to reviewing your investment strategy, planning for healthcare costs, and refining your retirement timeline. Small adjustments during this stage can have a meaningful impact on your long-term financial future.

Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.

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Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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