Tag Archives: Financial Planning

Balancing Money and Mindset: Tackling Lifestyle Creep, Inflation, and Financial Goals

March 1, 2025UncategorizedAdvisors, Financial Planning, Gute Financial Services, Investing, Investment Planning, Investments, Pete Gutekunst, Podcast, Retirement Planning, Tell Your Boss I Quit!Megan Getz

In this episode, Pete Gutekunst dives into the challenges many of us face when balancing financial goals with the realities of modern life. From lifestyle creep to rising costs and the struggles of high-income households, Pete shares actionable insights on how to take control of your finances without sacrificing your quality of life. Here’s what … Continue reading Balancing Money and Mindset: Tackling Lifestyle Creep, Inflation, and Financial Goals →

Longevity, Inflation and Retirement: What You Need to Know

February 3, 2025UncategorizedAdvisors, Financial Advisor, Financial Planning, Gute Financial Services, Personal Finances, Pete Gutekunst, Retirement, Retirement Income, Retirement TipsMegan Getz

Planning for retirement is more complex than ever as people are living longer and facing new financial realities. In this episode, we dive deep into the challenges of longevity, inflation, and withdrawal strategies to help ensure you don’t outlive your money. Pete Gutekunst shares practical advice on balancing quality of life today with the … Continue reading Longevity, Inflation and Retirement: What You Need to Know →

“From Retirement to Re-Inspired Living: Redefining Aging At Home”

January 2, 2025UncategorizedAdvisors, Financial Advisors, Financial Planning, Gute Financial Services, Investing, Investment Planning, Personal FinancesMegan Getz

In this episode, we dive deep into what it really takes to age in place successfully. Staying in the home you love can be fulfilling, but it’s not without challenges—both financial and emotional. Whether you’re planning for yourself or helping a loved one, open communication and smart planning are key. Join Pete Gutekunst as … Continue reading “From Retirement to Re-Inspired Living: Redefining Aging At Home” →

Starting Late: Strategies for Catching Up on Retirement Savings

December 1, 2024UncategorizedFinancial Planner, Financial Planning, Investing, RetirementMegan Getz

Continue reading Starting Late: Strategies for Catching Up on Retirement Savings →

Navigating Inherited Assets: A Guide for Beneficiaries

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 →

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

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 →

The True Meaning of Leadership with John Gronski

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 →

New Year, New Focus

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 →

Life Is What Happens When You’re Making Plans

September 19, 2022Gute Financial Services, Retirement PlanningCash Flow Planning, Financial Planning, Flexibility, Goals Based Planning, Gute Financial Services, Obstacles, Pete Gutekunst, Podcast, Problem SolvingMegan Getz

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 →