Cortburg Speaks Retirement

Cortburg Speaks Retirement

Cortburg Speaks Retirement is a weekly program that looks at new and relevant investment topics each Wednesday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with Certified Retirement Counselor, Miguel Gonzalez.

Episodes

May 13, 2021 4 min

In recognition of National Military Appreciation Month, I will share personal finance tips for military families.  

Military families face unique challenges, making personal finance even more critical.  

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In this week’s podcast, I answer the question What Should Grandparents Know About 529 Savings Accounts?

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Many factors contribute to a great place to raise a family, but a great education system, a safe environment and diverse activities are common elements to family-friendly cities.  In this week’s audio podcast, I will share 4 great and sometimes unexpected, places to raise a family.

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In this week’s episode, Miguel Gonzalez shares how crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives

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April 14, 2021 5 min

In this weekly audio episode, Miguel Gonzalez will share how the right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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In this week’s episode, Miguel Gonzalez shares 5 creative and inexpensive ideas for motivating your employees.


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March 31, 2021 5 min


Bonds may outperform stocks one year only to have stocks rebound the next, so on this episode Miguel Gonzalez discusses the best performing asset classes.

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March 24, 2021 5 min

Cortburg Speaks Retirement - episode #26: Types of Stock Market Analysis / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental.  In this week's audio podcast, Miguel Gonzalez reviews each of them.

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March 17, 2021 5 min

On this episode, Miguel Gonzalez shares a brief history of estate taxes, and how estate tax rules were adjusted again as part of the 2017 Tax Cuts and Jobs Act.

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March 10, 2021 4 min

Cortburg Speaks Retirement - Episode #24: Women and Financial Strategies / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

On this episode, we would like to celebrate International Women’s Day, which just passed 2 days ago, by sharing some helpful financial strategies for women. 

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Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost can more than double.  In this episode, Miguel Gonzalez shares four steps to protecting a child with disabilities.

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In this week’s episode, Miguel Gonzalez reviews at what point you can call your personal vehicle a commercial one.  For small business owners, the line between the personal and their business can be a bit hazy at times.  This video will help clarify a few aspects to consider.

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In a recent survey, 74% of current workers stated they plan to work for pay after retiring.  And that possibility raises an interesting question: how will working affect Social Security benefits?

In this episode of Cortburg Speaks Retirement, Miguel Gonzalez answers that question and provides an understanding of three key concepts: full retirement age, the earnings test, and taxable benefits.

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February 10, 2021 4 min

Cortburg Speaks Retirement - episode #20: 5 Highlights of the New Stimulus Package

Today’s summary of the Consolidated Appropriations Act of 2021 is for informational purposes only and is not a replacement for real-life advice. Make sure to consult your tax, legal, or accounting professional before modifying any part of your tax strategy based on the new stimulus package.

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February 3, 2021 4 min

Cortburg Speaks Retirement - Episode #19: 4 Really Good Reasons to Invest / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

The decision to invest is an acknowledgement that it comes with certain risks. Not all investments will do well and some may lose money. However, without risk, there would be no opportunity to potentially earn the higher returns that can help you grow your wealth.

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January 27, 2021 5 min

Cortburg Speaks Retirement - episode #18: 9 Facts about Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management 

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement...

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January 21, 2021 8 min

Cortburg Speaks Retirement - episode #17: 2020 Year in Brief / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management 

The global pandemic disrupted economies, financial markets, and daily life in 2020. We join all Americans in happily drawing the curtain on 2020. Though it was a challenging and tragic year for so many, there are good reasons to believe that 2021 will be a year of progress in returning...

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January 13, 2021 4 min

Cortburg Speaks Retirement

Cortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

To improve our audio podcast for 2021, we hired a professional consultant to evaluate our Cortburg Speaks Retirement podcast.  On this episode, I am going to share these changes and will see the update on next week’s episode. 

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December 26, 2020 12 min

Cortburg Speaks Retirement

Cortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

1.Educational Update = Market Timing and Your Investment Strategy
 
2. Week on Wall Street

3.Tax Tip =  Special Tax Considerations for Veterans

4.Healthy Lifestyle Advice = Giving Back This Veterans Day

5.Green Living Idea = Green Careers for Veterans

6. Quote of the Week

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December 17, 2020 13 min

Cortburg Speaks Retirement

Cortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management

1.Educational Update = 5 Things To Do Before You Retire
 
 2. Week on Wall Street

3.Tax Tip =  Know the Signs of an IRS Phone Scam

 4.Healthy Lifestyle Advice = The Mental and Physical Benefits of Walking

5.Green Living Idea = The Art of Thrifting

6. Quote of the Week

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