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Cortburg Speaks Retirement

Author: Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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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.
29 Episodes
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Who is the executor?

Who is the executor?

2021-04-1405:13

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.
In this week’s episode, Miguel Gonzalez shares 5 creative and inexpensive ideas for motivating your employees.
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.
Cortburg Speaks Retirement - episode #26: Types of Stock Market Analysis / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementMost stock market analysis falls into three broad groups: Fundamental, technical, and sentimental.  In this week's audio podcast, Miguel Gonzalez reviews each of them.
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.
Cortburg Speaks Retirement - Episode #24: Women and Financial Strategies / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementOn 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. 
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.
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.
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.
Cortburg Speaks Retirement - episode #20: 5 Highlights of the New Stimulus PackageToday’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.
Cortburg Speaks Retirement - Episode #19: 4 Really Good Reasons to Invest / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementThe 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.
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 that might surprise you.
2020 Year in Brief

2020 Year in Brief

2021-01-2108:36

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 to our pre-pandemic normal. 
Cortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money ManagementTo 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. 
Cortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.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
Cortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.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
Cortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Leaving Your Family a Legacy 2. Week on Wall Street 3.Tax Tip =  What's in a password? 4.Healthy Lifestyle Advice = Practice Mindfulness Everywhere you Go 5.Green Living Idea = Energy Savings Tips for Cooking during the Holidays 6. Quote of the Week
Cortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Financial Considerations When Buying a Car  2. Week on Wall Street 3.Tax Tip =  Stay Safe While Shopping Online  4.Healthy Lifestyle Advice = Healthy Holiday Eating - Part 2 5.Green Living Idea = Eco-Friendly Holiday 6. Quote of the Week
Cortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Establishing Good Credit in College  2. Week on Wall Street 3.Tax Tip =  End of Year Tax Tips  4.Healthy Lifestyle Advice = Healthy Holiday Eating (Part 1) 5.Green Living Idea =Have a Green Thanksgiving 6. Quote of the Week
Cash Flow Management

Cash Flow Management

2020-11-1818:33

Cortburg Speaks RetirementCortburg Speaks Retirement / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management1.Educational Update = Cash Flow Management 2. Week on Wall Street 3.Tax Tip =  IRS website resources 4.Healthy Lifestyle Advice = Get Your Daily Dose of Vitamin D 5.Green Living Idea = Plastic-free shampoo and conditioner   6. Quote of the Week
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