5 Healthy Habits for Financial Wellness from 2022-02-16T08:00

On this week’s audio podcast, Miguel Gonzalez shares 5 healthy habits for financial wellness.  

2022 Tax Season Checklist from 2022-02-09T11:00

On this week’s audio podcast, Miguel Gonzalez discusses everything you need to be ready for tax season this year.  

Have You Factored Inflation Into Your Retirement? from 2022-02-03T09:00

On this week’s audio podcast, Miguel explains how to factor inflation into your retirement as your retirement portfolio might be up, but inflation is crushing your returns.  

What You Need to Know about Financial Fraud from 2022-01-26T09:00

On this week’s audio podcast, Miguel Gonzalez discusses what You Need to Know about Financial Fraud.

Rules for Charitable Giving from 2022-01-19T11:00

Contributing to charities comes with a load of tax rules. In this week's audio podcast, Miguel Gonzalez shares a few things to think about regarding charitable giving.

5 Resolutions for Retirees from 2022-01-12T10:00

On this week’s audio podcast, I will provide you with 5 new year’s resolutions for those nearing retirement.  If you are getting ready to retire or just retired, you won’t want to miss this epis...

New Year, New Goals: Your Countdown to Financial Health from 2022-01-05T15:00

On this week’s audio podcast, Miguel Gonzalez prepares you for the New Year, New Goals and your countdown to financial health.

5 Things You Need to Know About Long-Term Care Insurance from 2021-12-29T17:00

On this week’s audio podcast, Miguel Gonzalez shares the Five Things You Need to Know About Long-Term Care Insurance.

While long-term health insurance is not a new option, it is becoming m...

Retirement Mistakes to Fix before the Holidays from 2021-12-22T14:00

If you spend as much time fixing your mistakes as you do planning the holidays, you can make great progress for your retirement. 

Long-Term Care options from 2021-12-10T07:00

Have you ever thought about what would happen if you or a family member were no longer able to live independently? 

In this week's audio podcast, Miguel Gonzalez shares how you can...

ABC’s of Estate Planning from 2021-12-01T11:00

Estate planning is important for everyone, regardless of income level or net worth.  
For this reason, on this week's audio podcast, Miguel Gonzalez shares how planning for the disposit...

Paving Your Road to Retirement from 2021-11-24T15:00

Whatever your age, it’s never too soon to look ahead toward retirement.  

In this week's audio podcast, Miguel Gonzalez shares how proper planning can make the transition to retire...

Veterans and Retirement Planning from 2021-11-17T09:00

Last week we celebrated Veteran's Day.  Today after November 11th, we remember and thank our veterans by sharing this podcast to help understand their military retirement plans.

...

Retirement Planning Primer from 2021-11-10T18:00

On this week’s audio podcast, Miguel Gonzalez shares the factors that will determine the type of retirement you will experience.

Understanding the Estate Planning Process from 2021-11-03T15:00

In this week's audio episode, Miguel Gonzalez shares how a well-structured estate plan can be invaluable.

https://www.cor...

Cashing out your 401k early from 2021-10-28T08:00

In this week’s episode, Miguel Gonzalez discusses why you should resist the temptation to cash out your 401k early.

Why Investors Should Worry about Stagflation from 2021-10-20T09:00

Slow economic growth, high unemployment and rising inflation = misery

4 Tips for Gaining Financial Independence from 2021-10-13T14:00

In this week’s audio episode, we share 4 Tips for Gaining Financial Independence.  The golden rule of financial planning: if you can plan it, you can pursue it.

Doing Well by Doing Good from 2021-09-29T16:00

On this week's audio podcast, Miguel Gonzalez shares how a charitable remainder trust (CRT) can be a highly effective financial and estate planning tool.

Why Invest? from 2021-09-23T08:00

To accumulate wealth, people may choose to invest their money into various types of investments.  

In this week's audio podcast, Miguel Gonzalez shares reasons why people choose to...

Advantages & Disadvantages of 401(k) Loans from 2021-09-16T07:00

In this week’s audio episode, Miguel Gonzalez describes the Advantages & Disadvantages of 401(k) Loans.  Sometimes a 401(k) loan makes sense, but there are a lot of considerations

Caring for Aging Parents from 2021-09-08T09:00

On this week's episode, Miguel Gonzalez shares important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing for the cost of...

Life Insurance: Do You Have Enough? from 2021-09-01T09:00

June 28th was National Insurance Awareness Day which prompts the question of whether you are adequately covered. Right now is a great time to assess your insurance coverage and evaluate your ris...

Investment FOMO from 2021-08-25T14:00

Do You Have FOMO When it Comes to Investing?

Fear-of-missing-out is a very real emotion – in this week's audio podcast, Miguel Gonzalez, explains how it it can derail your investme...

Best Money-Saving Travel Tips for 2021 from 2021-08-19T11:00

If 2020 made you fantasize about a trip as soon as travel restrictions were lifted—and you’re still waiting—you aren’t alone. 

On this week’s podcast, we have a special guest - Eva Grod...

Inflation – Age and Spending from 2021-08-11T17:00

In this  week's audio episode, Miguel Gonzalez shares how inflation varies based on your spending and gives tips to accurately project for inflation as you think about your retirement plans...

5 Financial Mistakes You Should Avoid from 2021-08-04T15:00

We all make mistakes, and through them, we learn. But when it comes to finances, trial-and-error may not be the most suitable approach for you.

In this week's episode, Miguel Gonza...

Tips for Navigating a Volatile Retirement from 2021-07-28T09:00

Retirement is the time in your life when you want to sit back, relax, and enjoy the fruits of years of hard work. But unfortunately, when the market is volatile, it may bring additional anxiety ...

Too Young to Invest? from 2021-07-21T09:00

Too Young to Think About Investing? Think Again!
Compounding -- the best kept secret of long-term investment success.

Early Retirement and Pension Buyouts from 2021-07-14T10:00

Cortburg Speaks Retirement - episode #41: Are Early Retirement and Pension Buyout Offers a Good Deal for You? / Investment in Stock Market, Financial Planning, Retirement Planning, Money Managem...

MANAGING A BUDGET DURING YOUR RETIREMENT from 2021-07-07T10:00

Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and any healthcare costs.

In this week's audio podcast, Miguel G...

Women & Retirement: Modern Day Challenge from 2021-06-30T10:00

Women can experience more challenges saving for retirement than men, and unfortunately, COVID-19 has added even more challenges. 

In this week's audio podcast, Miguel Gonzalez shar...

Retirement Planning Throughout Life from 2021-06-23T16:00

Retirement planning is a complex process requiring as much support and time as possible to reach the desired end. Retirement planning at all ages is important – the more time put into the proces...

Could the Roth 401(k) Be Right For You? from 2021-06-16T09:00

On this episode, Miguel Gonzalez shares the differences between traditional and Roth 401(k) to help you determine which option is right for you. 

5 Factors that Impact Your Retirement from 2021-06-02T08:00

On this episode, Miguel Gonzalez shares 5 factors that can impact your retirement.  Although it’s hard to know what will happen in the future to you or your investments, these are the main thing...

Retirement Planning: Roth or Not to Roth from 2021-05-26T09:00

In this week’s episode, I will help you answer an often confusing retirement planning question: To Roth or Not to Roth?

5 Savings Secrets from 2021-05-19T12:00

People often come to me asking for financial advice, specifically how to save money.  If you have been meaning to save more for the future, this episode of our Cortburg Speaks Retirement podcast...

PERSONAL FINANCE TIPS FOR MILITARY FAMILIES from 2021-05-13T15:00

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 m...

What Should Grandparents Know About 529\Savings Accounts? from 2021-05-05T08:00

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

4 GREAT, UNEXPECTED PLACES TO RAISE A FAMILY from 2021-04-28T14:00

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...

CROWDFUNDING - Capital for the 21st Century from 2021-04-21T09:00

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

Who is the executor? from 2021-04-14T11:00

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.

Welcome to <...