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)
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 (Ep.12)
When planning for retirement, what you save is based on your perceived expenses. What you need to determine are your current spending habits. In this episode, Peter Gutekunst discusses the driving force behind decision making, how spending impacts retirement planning and the unique expenses to plan for during retirement. Peter shares his advice to clients, … Continue reading Knowing What You Spend In Retirement (ep. 6)