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As 2023 approaches, many of us are already thinking about new goals.
To avoid regrets, remember to plan these objectives.
In this episode of Tell Your Boss I Quit!, Peter Gutekunst explains what needs to be taken into consideration to achieve our goals in 2023. By using the “what matters most” approach and helpful tools, Pete details the tips and tricks you need to plan your finances in the new year.
Pete discusses:
- Why holidays are a great time to plan our finances
- What comes first: Setting goals or organizing your finances
- Tools and resources to keep track of our spending
- The value of figuring out what really matters the most when it comes to making sound financial decisions
- And more!
Resources:
- Tell Your Boss I Quit! – Book
- My Financial Bridge™
- You Need A Budget (YNAB) – Budgeting Tool
- PocketGuard – Budgeting Tool
- Mint – Budgeting Tool
- Quicken – Budgeting Tool
Connect with Pete Gutekunst:
- gutekunst@raymondjames.com
- LinkedIn: Peter Gutekunst
- Gute Financial Services
- Gute Calendar
- Book a call with the team at Gute Financial
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.