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Life happens, even when financial planning. That’s why flexibility in a financial plan is so important!
In this episode, Peter Gutekunst sits down with fellow advisor at Gute Financial Services, Brian Henrysen, to talk about overcoming obstacles when life happens. Brian shares his unexpected experiences as a financial advisor, touches on goal-based and cash flow planning, and explains some of the key elements of financial planning that are important as a foundation.
Brian discusses:
- How his real-life experiences as a financial advisor have differed from his academic lessons and expectations
- Why flexibility is a critical piece of financial planning
- Goal-based planning versus cash flow planning
- A quick rundown of some of the key elements that are important as a foundation for financial planning
- And more!
Resources:
Connect with Pete Gutekunst:
- 267-470-4109
- LinkedIn: Peter Gutekunst
- Gute Financial Services
- Gute Calendar
- Book a call with the team at Gute Financial
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