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 →

  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 →

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 →

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 →

If you believe that following the guidelines leads to better results, then Pete Gutekunst is the financial planner you have been looking for. As a Marine veteran, Pete understands the value of discipline and looking at finances strategically. In this episode, Pete shares his advice with people interested in joining the military, active service people, and veterans, discussing … Continue reading Transitioning from The Marines to The Financial Industry →