Category Archives: Uncategorized

Retirement Planning: Strategies for Managing Income and Expenses

June 3, 2024UncategorizedMegan Getz

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 →

Navigating Inherited Assets: A Guide for Beneficiaries (ep 27)

May 17, 2024Uncategorizedcfp, Financial Planning, inheritance, Retirement PlanningMegan Getz

On this episode of “Tell Your Boss I Quit,” Peter Gutekunst CFP, CLU, CRPS discusses the key differences in rules for inherited IRAs between spouses and non-spouses. He explains how spouses can roll over an inherited IRA to make it their own, while non-spouses would need to move it into an inherited IRA. Pete breaks … Continue reading Navigating Inherited Assets: A Guide for Beneficiaries (ep 27) →

The Sandwich Generation (ep 25)

May 30, 2023UncategorizedMegan Getz

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 (ep 25) →

Transitioning from The Marines to The Financial Industry (ep 24)

April 24, 2023UncategorizedMegan Getz

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 (ep 24) →

Life After The Paycheck Ends: Retirement Planning Tips (Ep. 23)

March 28, 2023UncategorizedAdvisors, Clients, Compounding Interest, Discipline, Finances, Financial Planning, Gute Financial Services, Health, My Financial Bridge, Paycheck, Podcast, Retirement, Retirement Planning, Spending Plan, Taxes, Tell Your Boss I Quit!, Wealth, Withdrawal RatesMegan Getz

Do you know how to plan for retirement and manage your finances after the paycheck ends? In this episode, Peter Gutekunst shares his insights on financial planning during retirement. Pete details the importance of learning and applying new strategies, having a spending plan, and working alongside your advisor while introducing the My Financial Bridge™ as … Continue reading Life After The Paycheck Ends: Retirement Planning Tips (Ep. 23) →

The Pros and Cons of Financial Technology (Ep. 22)

March 14, 2023UncategorizedCredit Score, Financial Planning, Financial Resources, Financial Technology, Gute Financial Services, Human Interaction, Investing, Lifestyle Costs, Personal Finances, Pete Gutekunst, Podcast, Saving, SpendingMegan Getz

With the advancement of technology, many of the tasks that were once complicated can now be simplified. However, when it comes to looking after our finances, technology can sometimes do more harm than good. Therefore, it is essential to carefully choose the right tools to aid us and avoid those that might sidetrack us. In … Continue reading The Pros and Cons of Financial Technology (Ep. 22) →

Life Lessons Coming From A Coach and Leader with John Gronski — Part 2 (Ep. 21)

February 21, 2023UncategorizedArmy, Books, Coach, Family, Iron-Sharpened Leadership, Leadership, Life Lessons, Mentors, Podcast, Tell Your Boss I Quit!, The Ride of Our LivesMegan Getz

Summary: The last episode of Tell Your Boss I Quit! featured an interview with John Gronksi on how to be a successful leader. This time, you will find out more about John’s experiences and how they shaped his journey to becoming the coach and leader he is today. In this release, Peter Gutekunst continues the … Continue reading Life Lessons Coming From A Coach and Leader with John Gronski — Part 2 (Ep. 21) →

The True Meaning of Leadership with John Gronski (Ep. 20)

February 7, 2023UncategorizedAdvisors, AfterThePaycheckEnds, Army, Books, Character, Character-Based Leadership, Competence, Experience, Financial Advisor, Financial Education, Financial Planning, Gute Financial Services, Investment Management, Leaders, Leadership, Long-Term Success, My Financial Bridge, Pete Gutekunst, Peter Gutekunst, Podcast, Resilience, Toxic Leaders, Values, Wealth ManagementMegan Getz

Summary: Leadership is not about gaining respect from others. It’s about having values that influence others to do good for those around them. In this episode, Pete Gutekunst speaks with John Gronski, the founder and CEO of Leader Grove. John unpacks the three elements that define successful leaders. Having served in the Army and National … Continue reading The True Meaning of Leadership with John Gronski (Ep. 20) →

New Year, New Focus (Ep. 19)

December 12, 2022Uncategorized2023, Budgeting, Financial Decisions, Financial Planning, Goals, Gute Financial Services, Investing, New Year, Organizing Your Finances, Personal Finances, Podcast, Spending, Tell Your Boss I Quit!, TravelMegan Getz

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, … Continue reading New Year, New Focus (Ep. 19) →

One Size Does Not Fit All When Investing (Ep. 18)

November 14, 2022UncategorizedAssets, Diversification, Gute Financial Services, History, Inflation, Investing, Portfolio, Stock Market, Tell Your Boss I Quit!, UncertaintyMegan Getz

In contexts of high market uncertainty, we tend to compare previous experiences and act similarly. However, our investment could be at risk if we fail to accept that not all situations are identical. In this episode, Peter Gutekunst and Brian Henrysen sit down to talk about the typical historical perspectives and clichés that we hear … Continue reading One Size Does Not Fit All When Investing (Ep. 18) →