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


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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


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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


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


Life Lessons Coming From A Coach and Leader with John Gronski — Part 2



Summary: The last episode of Tell Your Boss I Quit! featured an interview with John Gronksi on how to be a successful leader. This time, you will find out more about John’s experiences and how they shaped his journey to becoming the coach and leader he is today. In this release, Peter Gutekunst continues the … Continue reading Life Lessons Coming From A Coach and Leader with John Gronski — Part 2