Balancing Money and Mindset: Tackling Lifestyle Creep, Inflation, and Financial Goals

March 1, 2025UncategorizedAdvisors, Financial Planning, Gute Financial Services, Investing, Investment Planning, Investments, Pete Gutekunst, Podcast, Retirement Planning, Tell Your Boss I Quit!Megan Getz

In this episode, Pete Gutekunst dives into the challenges many of us face when balancing financial goals with the realities of modern life. From lifestyle creep to rising costs and the struggles of high-income households, Pete shares actionable insights on how to take control of your finances without sacrificing your quality of life. Here’s what … Continue reading Balancing Money and Mindset: Tackling Lifestyle Creep, Inflation, and Financial Goals →

Longevity, Inflation and Retirement: What You Need to Know

February 3, 2025UncategorizedAdvisors, Financial Advisor, Financial Planning, Gute Financial Services, Personal Finances, Pete Gutekunst, Retirement, Retirement Income, Retirement TipsMegan Getz

Planning for retirement is more complex than ever as people are living longer and facing new financial realities. In this episode, we dive deep into the challenges of longevity, inflation, and withdrawal strategies to help ensure you don’t outlive your money. Pete Gutekunst shares practical advice on balancing quality of life today with the … Continue reading Longevity, Inflation and Retirement: What You Need to Know →

“From Retirement to Re-Inspired Living: Redefining Aging At Home”

January 2, 2025UncategorizedAdvisors, Financial Advisors, Financial Planning, Gute Financial Services, Investing, Investment Planning, Personal FinancesMegan Getz

In this episode, we dive deep into what it really takes to age in place successfully. Staying in the home you love can be fulfilling, but it’s not without challenges—both financial and emotional. Whether you’re planning for yourself or helping a loved one, open communication and smart planning are key. Join Pete Gutekunst as … Continue reading “From Retirement to Re-Inspired Living: Redefining Aging At Home” →

Starting Late: Strategies for Catching Up on Retirement Savings

December 1, 2024UncategorizedFinancial Planner, Financial Planning, Investing, RetirementMegan Getz

Continue reading Starting Late: Strategies for Catching Up on Retirement Savings →

Optimizing Net Worth with Strategic Financial Reviews

October 10, 2024UncategorizedMegan Getz

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

September 2, 2024UncategorizedMegan Getz

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

June 3, 2024UncategorizedMegan Getz

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

May 17, 2024Uncategorizedcfp, Financial Planning, inheritance, Retirement PlanningMegan Getz

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

November 6, 2023Retirement PlanningMegan Getz

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

May 30, 2023UncategorizedMegan Getz

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 →