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Looking for ways to navigate through life after the paycheck ends?
If yes, welcome to Tell Your Boss I Quit! with Pete Gutekunst.
In this inaugural episode, Pete shares the story of his transition from serving as a Marine to working as a financial advisor. He reveals the core values he brought from the Marine Corps, how they contribute to his retirement planning services, and the unique services he provides to clients so they, too, can tell their boss they quit!
Pete discusses:
- The similarities between financial advisors and Marines
- Who he serves as a financial advisor
- The My Financial Bridge™ approach and its role within financial planning
- Retirement planning steps to take before investing
- And more!
Resources:
- Marine Corps
- Tell Your Boss I Quit! – Book
- My Financial Bridge™
- Meet the Team at Gute Financial Services
- Liberty Lutheran
Connect with Pete Gutekunst:
About your Host:
Peter J. Gutekunst, CFP®, CLU®, CRPS® has been educating and helping clients implement sound financial strategies since 1994. In nearly 30 years working with individuals, Pete has guided and traveled as a partner in the natural progression of life with a regular income through life after the paycheck ends. The goals, challenges, and opportunities shift along the way, and not every couple or person has the same experiences. However, there are core values and processes that can be applied to most Americans in their financial journeys. Pete’s special talent is to help organize and facilitate the conversations around what matters most in life to apply sound financial decision-making.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Gute Financial Services and Peter Gutekunst and not necessarily those of Raymond James.
Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability. There is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.