Tag Archives: Clients

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) →

What’s the Difference? Financial Planners vs. Financial Advisors

December 6, 2021UncategorizedClients, Difference, Financial Advisor, Financial Designation, Financial Planner, Gute Financial Services, Peter Gutekunst, Podcast, ProcessMegan Getz

Summary Have you ever wondered what the alphabet soup after your financial planner’s or advisor’s name means? What about the difference between financial planners and financial advisors? Find out the answers to these questions with the help of Peter Gutekunst in this episode of Tell Your Boss I Quit! Here, Peter shares what his designations … Continue reading What’s the Difference? Financial Planners vs. Financial Advisors →