Optimizing Net Worth with Strategic Financial Reviews
Hey there, let me tell you about a time when having a plan really paid off. Back when I was in the military reserves, we had to be ready to go at a moment’s notice. Every month, we did these preparation reviews, getting ourselves squared away in case we got deployed. And sure enough, … Continue reading Optimizing Net Worth with Strategic Financial Reviews
Balancing Growth and Stability
I recently had the chance to chat about a topic that’s super important but often overlooked when it comes to retirement planning: inflation. Let me tell you, inflation is no joke when you’re thinking about your golden years. It’s basically a sneaky way your money loses its punch over time. In our podcast … Continue reading Balancing Growth and Stability
Retirement Planning: Strategies for Managing Income and Expenses
On this episode of “Tell Your Boss I Quit,” Pete Gutekunst discusses the importance of planning for retirement lifestyle costs, distinguishing between needs and wants. He addresses common concerns about withdrawing money in retirement and emphasizes the need for a structured approach to ensure a steady income flow. Join Pete as he guides listeners on … Continue reading Retirement Planning: Strategies for Managing Income and Expenses
Navigating Inherited Assets: A Guide for Beneficiaries
On this episode of “Tell Your Boss I Quit,” Peter Gutekunst CFP, CLU, CRPS discusses the key differences in rules for inherited IRAs between spouses and non-spouses. He explains how spouses can roll over an inherited IRA to make it their own, while non-spouses would need to move it into an inherited IRA. Pete breaks … Continue reading Navigating Inherited Assets: A Guide for Beneficiaries
The Puzzle Of Financial Planning – Piecing Together Life Goals
In this episode of our podcast, we explored a significant shift that everyone encounters at some point: transitioning from a growth mindset to managing income. We discovered how it fundamentally changes our approach to money. Rather than being preoccupied with accumulating assets and comparing ourselves to market benchmarks, we start to think of money in … Continue reading The Puzzle Of Financial Planning – Piecing Together Life Goals
The Sandwich Generation
On today’s episode of “Tell Your Boss I Quit”, we are discussing the sandwich generation, the financial challenges they face, and how to handle those challenges. The sandwich generation is defined as middle aged people who are raising their own children and taking care of their aging parents at the same time. Being in this … Continue reading The Sandwich Generation
Transitioning from The Marines to The Financial Industry
If you believe that following the guidelines leads to better results, then Pete Gutekunst is the financial planner you have been looking for. As a Marine veteran, Pete understands the value of discipline and looking at finances strategically. In this episode, Pete shares his advice with people interested in joining the military, active service people, and veterans, discussing … Continue reading Transitioning from The Marines to The Financial Industry
Life After The Paycheck Ends: Retirement Planning Tips (Ep. 23)
Do you know how to plan for retirement and manage your finances after the paycheck ends? In this episode, Peter Gutekunst shares his insights on financial planning during retirement. Pete details the importance of learning and applying new strategies, having a spending plan, and working alongside your advisor while introducing the My Financial Bridge™ as … Continue reading Life After The Paycheck Ends: Retirement Planning Tips (Ep. 23)
The Pros and Cons of Financial Technology
With the advancement of technology, many of the tasks that were once complicated can now be simplified. However, when it comes to looking after our finances, technology can sometimes do more harm than good. Therefore, it is essential to carefully choose the right tools to aid us and avoid those that might sidetrack us. In … Continue reading The Pros and Cons of Financial Technology