Category Archives: Retirement Planning

Podcast cover image of Pete Gutekunst

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


Life Is What Happens When You’re Making Plans



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 … Continue reading Life Is What Happens When You’re Making Plans


Is There A Better Way To Allocate Assets?



Market volatility is a natural part of investing. But when markets take a sudden and substantial dip, even those with a high-risk tolerance may get uneasy. How can you optimize asset allocation to protect your returns? In this episode, Peter Gutekunst is joined by fellow  advisor Brian Henrysen. Together, they highlight all things asset allocation. … Continue reading Is There A Better Way To Allocate Assets?


Defining Purpose Within Your Financial Planning



Determining a when can be arbitrary without a what. This is particularly true when guiding your financial plan toward success. In this episode, Peter Gutekunst dives into the meaning of purpose within financial planning. He shares how he defines purpose, its role in financial planning, and the safety it provides while granting opportunities to live … Continue reading Defining Purpose Within Your Financial Planning


Adding Tax Gains To Financial Planning



Whether the return is less than expected or part of the money is returned to the government — the truth is that not everyone’s favorite topic is taxes. This week, Peter Gutekunst and fellow certified financial planner Brian Henrysen, explore capital gains as part of tax planning and what it means for long-term financial planning. … Continue reading Adding Tax Gains To Financial Planning


Increasing Growth Through Market Correction



A gardener trims the bushes to promote healthy plants. And through market corrections and portfolio rebalancing, financial advisors do the same when helping clients with their financial planning. In this episode, Peter Gutekunst is joined by fellow CERTIFIED FINANCIAL PLANNER™ at Gute Financial, Brian Henrysen. Together, they highlight the role of risk within investment strategies. … Continue reading Increasing Growth Through Market Correction


Maintaining Relevancy in a Modern World with Dr. Karen Lawson



Retirement doesn’t mean becoming irrelevant. Similarly, retirement doesn’t mean sitting back and doing nothing. So, ask yourself, where do you want to be in the future? In this episode, Peter Gutekunst is joined by Dr. Karen Lawson, founder and president of Lawson Consulting Group. Dr. Lawson shares the details of her sixteenth book, Remaining Relevant … Continue reading Maintaining Relevancy in a Modern World with Dr. Karen Lawson


Determining the Right Time to Tell Your Boss “I Quit!”



When planning for the right time to say goodbye to your job and enter retirement, we all want someone who knows what they are doing. We want an expert. In this episode, Pete Gutekunst shares his retirement planning knowledge and how it can help you discover the right time to say those two freeing words: … Continue reading Determining the Right Time to Tell Your Boss “I Quit!”


Learn How to Make Sound Financial Decisions With Peter J. Gutekunst, CFP®, CLU®, CRPS®



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 … Continue reading Learn How to Make Sound Financial Decisions With Peter J. Gutekunst, CFP®, CLU®, CRPS®