Cortburg Speaks Retirement

By Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

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Category: Investing

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Episodes: 295

Description

Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! 

Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market. 


Episode Date
6 Financial Habits That Can Help Reduce Stress
Jul 08, 2026
Is Your Financial Plan Ready for Life's Biggest Changes?
Jul 01, 2026
What Every Parent Should Teach Their Kids About Money
Jun 24, 2026
Financial Uncertainty: 6 Ways to Stay Confident and Focused
Jun 17, 2026
Why Reviewing Your Financial Goals Matters More Than You Think
Jun 10, 2026
Summer Spending: Hidden Costs That Can Impact Your Budget
Jun 03, 2026
How to Organize Your Finances Before Retirement
May 25, 2026
How Long Will Your Retirement Really Last?
May 20, 2026
The Reality of Healthcare Costs in Retirement
May 13, 2026
Lifestyle Creep Is Costing You More Than You Think
Apr 29, 2026
Retirement Taxes Explained: How They Affect Your Income Plan
Apr 22, 2026
5 Financial Decisions to Revisit Before Retirement (50s & 60s)
Apr 15, 2026
How to Turn Retirement Savings Into Monthly Income
Apr 08, 2026
Spring Clean Your Finances: 6 Smart Money Moves to Make Now
Apr 01, 2026
Retirement Lifestyle Planning: How to Design Your Future Life
Mar 25, 2026
Investing 101: How to Think Long-Term and Ignore Market Noise
Mar 18, 2026
Small Money Habits That Lead to Big Financial Wins
Mar 11, 2026
Women & Wealth: How to Build Financial Confidence and Independence
Mar 04, 2026
How to Stay Motivated While Saving for Retirement
Feb 25, 2026
6 Retirement Mistakes That Could Cost You Later
Feb 18, 2026
How Couples Can Talk About Money Without Fighting
Feb 11, 2026
February Financial Reset: 6 Smart Ways to Check Your Money Health
Feb 04, 2026
What’s Your Money Personality? Understand Your Habits to Improve Your Finances
Jan 29, 2026
Financial Red Flags to Watch For in Your 30s, 40s, and 50s
Jan 14, 2026
Kickstart 2026 with These 5 Simple Financial Habits
Jan 07, 2026
How to Make Big Purchases Without Derailing Your Financial Goals
Dec 31, 2025
How to Find Financial Peace This Holiday Season
Dec 24, 2025
Understanding Credit Scores: What Really Affects Your Number?
Dec 17, 2025
Money and Happiness: How to Save Smart and Enjoy Life Now
Dec 10, 2025
Year-End Financial Checklist: 5 Smart Moves to Make Now
Dec 03, 2025
How to Manage Holiday Spending Without the Stress
Nov 26, 2025
Money & Gratitude: Thanksgiving Lessons for Your Finances
Nov 19, 2025
How to Teach Kids About Money at Every Age
Nov 05, 2025
What to Do With Side Hustle Income: Smart Financial Moves
Oct 29, 2025
What Rising and Falling Interest Rates Mean for You
Oct 22, 2025
5 Budgeting Myths That Keep People Stuck
Oct 15, 2025
The Cost of Waiting: Start Financial Planning Now
Oct 08, 2025
Rising Interest Rates? Here's What to Do Now
Oct 01, 2025
What to Do with a Raise or Bonus: 6 Smart Money Moves
Sep 17, 2025
Back-to-School Budget Reset: Fall Financial Tips for Families
Sep 10, 2025
Retiring Early? What You Need to Know First
Sep 03, 2025
How to Handle a Market Downturn in Retirement
Aug 27, 2025
How Inflation Threatens Your Retirement Plan
Aug 20, 2025
Hidden Retirement Costs That Can Derail Your Plan
Aug 13, 2025
When Should You Take Social Security? Age 62, 67, or 70?
Aug 06, 2025
Tax Diversification in Retirement Explained
Jul 30, 2025
Should You Pay Off Your Mortgage Before Retirement?
Jul 23, 2025
How to Afford Long-Term Care Without Going Broke | Retirement Planning Tips
Jul 16, 2025
What Should You Do With Your 401(k) When You Leave a Job? | 4 Smart Options Explained
Jul 09, 2025
5 Essential Social Security Strategies to Maximize Your Retirement Income
Jul 02, 2025
Should You Roll Over Your 401(k)? What to Know Before You Decide
Jun 25, 2025
Is It Too Late to Save for Retirement in Your 50s? Here's the Truth
Jun 18, 2025
RMD Rules Explained: What You Must Know at Age 73 and Beyond
Jun 11, 2025
Traditional IRA vs. Roth IRA: Which One Is Right for You? | Retirement Planning Explained
Jun 04, 2025
Your Finances Need an Annual Physical Too
May 28, 2025
What Is an Investment Savings Plan and Why You Need One Now
May 21, 2025
How to Financially Plan to Live to 100 | Longevity & Retirement Tips
May 14, 2025
Smart Steps for Managing an Inheritance: A Beneficiary’s Guide
May 07, 2025
Are You Ready for Retirement? 5 Key Steps to Avoid Financial Stress
Apr 30, 2025
How Social Security Is Taxed in 2025 | Maximize Your Retirement Income
Apr 23, 2025
8 Smart Money Moves for HENRYs in a Volatile Market
Apr 16, 2025
Estate Planning for Parents of College-Bound Kids
Apr 09, 2025
10-Year Rule for Inherited IRAs: What Every Beneficiary Needs to Know
Apr 02, 2025
Finding Financial Zen: Simple Steps to Reduce Money Stress & Build Wealth
Mar 26, 2025
After-Tax Contributions: A Smart Strategy for Retirement Savings
Mar 19, 2025
FIRE vs. DIRE: Two Different Retirement Strategies – Which One is Right for You?
Mar 12, 2025
Retirement Taxes Explained: How to Pay Less and Keep More of Your Savings!
Feb 26, 2025
Helping Aging Parents with Finances: Smart Steps for Financial Security
Feb 19, 2025
Post-Holiday Recovery: Smart Financial Tips to Rebuild Savings and Pay Off Debt
Feb 12, 2025
Money Management for Career Success | Smart Income Strategies for a Secure Future
Feb 05, 2025
529 Plans Explained: Tax Benefits & Savings Strategies
Feb 05, 2025
Maxed Out Your 401(k)? Top Retirement Savings Strategies
Jan 29, 2025
6 Signs You're Not Saving Enough
Jan 22, 2025
Top 5 RMD Mistakes to Avoid in 2025
Jan 15, 2025
New Year, New Goals: Resolutions for Your Retirement Success
Jan 01, 2025
6 Year-End Giving Tips for Tax Savings
Dec 26, 2024
12 Days of Year-End Planning
Dec 18, 2024
How Much Should You Have Saved in Your 401(k) by Now?
Dec 11, 2024
End the Year Strong: Year-End Financial Review Tips
Dec 04, 2024
5 Holiday Budgeting Strategies to Keep Your Finances Merry and Bright
Nov 27, 2024
Get Up to Speed on Retirement: Essential Steps for Financial Security
Nov 20, 2024
Avoid These 5 Common Roadblocks to a Successful Retirement
Nov 13, 2024
Trusts Explained: Myths & Benefits
Nov 06, 2024
Financial Strategies for the Sandwich Generation | Retirement Planning with Miguel Gonzalez
Oct 30, 2024
How to Protect Your Retirement from Market Volatility | Financial Planning Tips
Oct 23, 2024
How to Retire by 40
Oct 16, 2024
October is Financial Planning Month!
Oct 09, 2024
How to Save During Inflation
Oct 02, 2024
Choosing the Right Retirement Contributions
Sep 25, 2024
Your 6-Step Retirement Check-up!
Sep 18, 2024
Are You a Retirement Expert?
Sep 11, 2024
Don't Stress Over Your Retirement Goal!
Sep 04, 2024
Paving Your Road to Retirement
Aug 28, 2024
10 Years and Counting....6 Tips for those Approaching Retirement!
Aug 21, 2024
Maximizing Your Retirement Income
Aug 14, 2024
5 Keys to Family Wealth Meetings
Aug 07, 2024
Planning Your Retirement Flight Plan
Jul 31, 2024
5 Strategies to Preserve Your Finances
Jul 24, 2024
A Recipe for Retirement
Jul 17, 2024
When to Collect Social Security?
Jul 10, 2024
Should Retirement Be Hard Work?
Jul 03, 2024
Investing in Your Health
Jun 26, 2024
7 Tips for to Protect Your Financial Data For Retirement
Jun 19, 2024
Planning for Unexpected Costs in Retirement
Jun 12, 2024
Why Trying to Time the Markets is Unwise
Jun 05, 2024
5 Common Misconceptions About Retirement
May 29, 2024
May 29th is National 529 Day!
May 22, 2024
Planning for Retirement Doesn't Stop at Retirement!
May 15, 2024
Estate Planning for Everyone
May 08, 2024
Understanding the FIRE Movement
May 01, 2024
What You Need to Know About Financial Fraud
Apr 24, 2024
Investing in your 60s and Beyond
Apr 17, 2024
Spring Clean Your Finances
Apr 10, 2024
5 Financial Bad Habits to Cut This Year
Apr 03, 2024
Top Financial Habits for Female Entrepreneurs
Mar 27, 2024
Empowering High-Earning Women on the Path to Financial Success
Mar 20, 2024
Luck of the Investor - Making Your Own Luck on St. Patrick's Day
Mar 13, 2024
Why Your Credit Score Matters in Retirement
Mar 06, 2024
Retirement Planning: A Map to Changes in 2024
Feb 28, 2024
How Does a Leap Year Impact Your Finances?
Feb 21, 2024
Retiring Early as a Couple: A Financial Love Story
Feb 15, 2024
How To Estimate Your Quarterly Taxes as a Small Business Owner
Feb 07, 2024
Protect Yourself From Tax Identity Theft as You Approach Retirement
Jan 31, 2024
2024 Contribution Limits: What’s New?
Jan 24, 2024
5 Financial Wellness Myths Surrounding Near Retirees
Jan 17, 2024
Creating Financial Resolutions as a Couple
Jan 10, 2024
6 Business Goals for a Prosperous New Year
Jan 03, 2024
Ringing in the New Year in Your Golden Years
Dec 27, 2023
8 Tips to Stay on Track with Your Holiday Budgeting
Dec 20, 2023
Dos and Don'ts for Investing During the Holidays
Dec 13, 2023
How To Navigate Global Geopolitical Events
Dec 06, 2023
Women and Philanthropy: A Guide to Giving
Nov 29, 2023
4 Thanksgiving Lessons for a Feast-Worthy Financial Plan
Nov 22, 2023
Trusts and Year-End Planning
Nov 15, 2023
Women, Don't Sell Yourself
Nov 08, 2023
Tax Planning and Financial Planning
Nov 01, 2023
Working with a Financial Professional Is Not Scary
Oct 25, 2023
Retirement Security Starts With Visualizing Your Future
Oct 18, 2023
Succession Planning for Women Business Owners
Oct 11, 2023
4 Unique Opportunities for Women Business Owners
Oct 04, 2023
How to Make Keeping Track of Your Finances Easy
Sep 27, 2023
Estate Planning and Asset Protection
Sep 20, 2023
Figuring Out a 401(k) Strategy That Works for You
Sep 13, 2023
3 Ways To Improve Your Finances
Sep 06, 2023
Teach Your Children Financial Education
Aug 30, 2023
Back to School Time for Retirement Planning
Aug 23, 2023
High-Earning Women and Wealth Management
Aug 16, 2023
6 Tennis Tips for Retirement
Aug 09, 2023
3 Golf Tips for Retirement
Aug 02, 2023
Investing as a Couple
Jul 26, 2023
Tips for Women in the Sandwich Generation
Jul 19, 2023
Relationship Between Your Financial and Social Life
Jul 12, 2023
Tips for Women to Help Build Financial Independence
Jul 05, 2023
Financial Freedom, Market Volatility, and You
Jun 28, 2023
Pros and Cons of Investing in Life Insurance
Jun 21, 2023
3 Ways Planning for Retirement is Like Planning For Summer Break
Jun 14, 2023
5 trends will define employee benefits in 2023
Jun 07, 2023
5 Estate Planning Tips to Consider
May 31, 2023
4 Financial Goals for Older Individuals
May 24, 2023
Life Insurance: How Much Is Enough?
May 17, 2023
Financial Planning for Working Moms
May 10, 2023
7 Reasons to Invest in Women Owned Businesses
May 03, 2023
Retirement Rescue: How to be a Super Saver
Apr 26, 2023
6 Money Myths That Are Limiting Your Wealth
Apr 19, 2023
Optimizing Your Social Security Retirement Benefits
Apr 12, 2023
Understanding Social Security Strategies
Apr 05, 2023
3 Ways to Make Income After You Retire
Mar 29, 2023
Spring: Time to Refresh Your Retirement Plan
Mar 22, 2023
Thinking About Working in Retirement?
Mar 15, 2023
Women’s History Month: Retirement Focus
Mar 08, 2023
4 Actions to Take if You’re Retiring Next Year
Mar 01, 2023
3 U.S. Presidents Who Still Influence Your Retirement Planning Today
Feb 22, 2023
Financial Planning for Female Entrepreneurs
Feb 15, 2023
Everything Older Workers Need to Know About Retiring
Feb 08, 2023
True or False - Test your Retirement Savings Knowledge
Feb 01, 2023
6 Ways to Minimize Your Tax Liability
Jan 25, 2023
Protect Yourself Against Tax Identity Theft
Jan 18, 2023
Ways to Minimize Tax on an Investment Portfolio
Jan 11, 2023
Cheers to a New Year of Investing
Jan 04, 2023
Countdown to Investing in the New Year
Dec 28, 2022
A YEAR-END CHECKLIST FOR 401k PLANS
Dec 21, 2022
The 12 Days of Year-End Planning
Dec 14, 2022
Your Retirement Savings Goal
Dec 07, 2022
Women Entrepreneurs and Succession Planning
Nov 30, 2022
A Year-End Wealth Planning Guide
Nov 23, 2022
Women Who Are Living in the Sandwich Generation
Nov 16, 2022
Common Factors Affecting Retirement Income
Nov 09, 2022
4 Helpful Halloween Lessons for Investors
Nov 02, 2022
Have You Checked Your Retirement Plan Lately?
Oct 26, 2022
Your Long-Term Care Action Plan
Oct 19, 2022
5 Key Steps to Help Women Strengthen Their Business and Their Retirement
Oct 12, 2022
Comparing Life Insurance Policies
Oct 05, 2022
6 Potential 401k Rollover Pitfalls
Sep 28, 2022
Saving for Retirement and Child's Education
Sep 21, 2022
401(K) - The Preferred Vehicle for Retirement Savings
Sep 14, 2022
A Retirement Income Roadmap for Women
Sep 07, 2022
Lessons from the Great Recession of 2007–2009
Aug 31, 2022
What’s a bear market?
Aug 24, 2022
Balancing a Retirement Portfolio with Asset Allocation
Aug 17, 2022
Investing in stocks
Aug 10, 2022
Staying on Track with Your Retirement Investments
Aug 03, 2022
Retirement Planning DOES NOT stop in Retirement
Jul 27, 2022
3 Tips to Navigate Volatile Market
Jul 20, 2022
A Survival Guide for a Bear Market
Jul 13, 2022
6 Retirement Tips for Surviving the Sandwich Generation Squeeze
Jul 06, 2022
Planning For Unexpected Costs Before You Retire
Jun 29, 2022
5 Ways to Help Your Parents Prepare for Retirement
Jun 22, 2022
Restore your Confidence in Retirement
Jun 15, 2022
Women and Asset Protection
Jun 08, 2022
Charitable Gifting
Jun 01, 2022
Understanding Different Types of Annuities and Payout Options
May 25, 2022
Beginner's Guide to Investing after Retirement
May 19, 2022
Financial Planning for Working Moms
May 11, 2022
The Origin of Mother’s Day
May 04, 2022
Retirement Planning Options for Business Owners
Apr 27, 2022
4 Things Women Need to Know about Social Security
Apr 21, 2022
Spring Cleaning Your Investments
Apr 13, 2022
Women & Higher Money Risk
Apr 07, 2022
401(k) Rollover Options to Consider
Mar 31, 2022
Inflation and Your Retirement Lifestyle
Mar 23, 2022
Pay Down Debt or Save for Retirement?
Mar 16, 2022
Solving "THE CASE of the MISSING MONEY"
Mar 09, 2022
Retirement Contribution Limit Changes for 2022
Mar 03, 2022
Beware Scams at Tax Time
Feb 24, 2022
5 Healthy Habits for Financial Wellness
Feb 16, 2022
2022 Tax Season Checklist
Feb 09, 2022
Have You Factored Inflation Into Your Retirement?
Feb 03, 2022
What You Need to Know about Financial Fraud
Jan 26, 2022
Rules for Charitable Giving
Jan 19, 2022
5 Resolutions for Retirees
Jan 12, 2022
New Year, New Goals: Your Countdown to Financial Health
Jan 05, 2022
5 Things You Need to Know About Long-Term Care Insurance
Dec 29, 2021
Retirement Mistakes to Fix before the Holidays
Dec 22, 2021
2021 Year-End Planning for Retirees
Dec 15, 2021
Long-Term Care options
Dec 10, 2021
ABC’s of Estate Planning
Dec 01, 2021
Paving Your Road to Retirement
Nov 24, 2021
Veterans and Retirement Planning
Nov 17, 2021
Retirement Planning Primer
Nov 10, 2021
Understanding the Estate Planning Process
Nov 03, 2021
Cashing out your 401k early
Oct 28, 2021
Why Investors Should Worry about Stagflation
Oct 20, 2021
4 Tips for Gaining Financial Independence
Oct 13, 2021
Doing Well by Doing Good
Sep 29, 2021
Why Invest?
Sep 23, 2021
Advantages & Disadvantages of 401(k) Loans
Sep 16, 2021
Caring for Aging Parents
Sep 08, 2021
Life Insurance: Do You Have Enough?
Sep 01, 2021
Investment FOMO
Aug 25, 2021
Best Money-Saving Travel Tips for 2021
Aug 19, 2021
Inflation – Age and Spending
Aug 11, 2021
5 Financial Mistakes You Should Avoid
Aug 04, 2021
Tips for Navigating a Volatile Retirement
Jul 28, 2021
Too Young to Invest?
Jul 21, 2021
Early Retirement and Pension Buyouts
Jul 14, 2021
MANAGING A BUDGET DURING YOUR RETIREMENT
Jul 07, 2021
Women & Retirement: Modern Day Challenge
Jun 30, 2021
Retirement Planning Throughout Life
Jun 23, 2021
Could the Roth 401(k) Be Right For You?
Jun 16, 2021
5 Factors that Impact Your Retirement
Jun 02, 2021
Retirement Planning: Roth or Not to Roth
May 26, 2021
5 Savings Secrets
May 19, 2021
PERSONAL FINANCE TIPS FOR MILITARY FAMILIES
May 13, 2021
What Should Grandparents Know About 529\Savings Accounts?
May 05, 2021
4 GREAT, UNEXPECTED PLACES TO RAISE A FAMILY
Apr 28, 2021
CROWDFUNDING - Capital for the 21st Century
Apr 21, 2021
Who is the executor?
Apr 14, 2021
CREATIVE WAYS TO MOTIVATE YOUR EMPLOYEES
Apr 07, 2021
BEST-PERFORMING ASSET CLASSES
Mar 31, 2021
TYPES OF STOCK MARKET ANALYSIS
Mar 24, 2021
A BRIEF HISTORY OF ESTATE TAXES
Mar 17, 2021
WOMEN AND FINANCIAL STRATEGIES
Mar 10, 2021
4 STEPS TO PROTECTING A CHILD WITH DISABILITIES
Mar 03, 2021
WHEN DOES YOUR PERSONAL CAR BECOME A COMMERCIAL VEHICLE?
Feb 24, 2021
How will working affect Social Security benefits?
Feb 17, 2021
5 Highlights of the New Stimulus Package
Feb 10, 2021
4 Really Good Reasons to Invest
Feb 03, 2021
9 Facts about Retirement
Jan 27, 2021
2020 Year in Brief
Jan 21, 2021
2021 Changes to our Audio Podcast
Jan 13, 2021
Market Timing and Your Investment Strategy
Dec 26, 2020
5 Things To Do Before You Retire
Dec 17, 2020
Leaving Your Family a Legacy
Dec 09, 2020
Financial Considerations When Buying a Car
Dec 02, 2020
Establishing Good Credit in College
Nov 25, 2020
Cash Flow Management
Nov 18, 2020
5 Common Investment Mistakes When Planning for Retirement
Nov 11, 2020
Election 2020: Managing Your Emotions
Nov 04, 2020
Measuring the Value of a Financial Advisor
Oct 28, 2020
Race for a Vaccine
Oct 21, 2020
Healthcare costs before Retirement
Oct 14, 2020
When the Fed Talks Inflation, Bond Investors Listen
Oct 07, 2020
Creating a Retirement Strategy
Sep 30, 2020
How Women can Prepare for Retirement
Sep 17, 2020
Introduction to Podcast
Sep 16, 2020