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)
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)
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)
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 with Brian Henrysen (Ep. 15)
Market volatility is a natural part of investing. But when markets take a sudden and substantial dip, even those with a high-risk tolerance may get uneasy. How can you optimize asset allocation to protect your returns? In this episode, Peter Gutekunst is joined by fellow Gute Financial Services advisor Brian Henrysen. Together, they highlight all … Continue reading Is There A Better Way To Allocate Assets? with Brian Henrysen (Ep.14)
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 at Gute Financial, Brian Henrysen, explore capital gains as part of tax planning and what it means for … Continue reading Adding Tax Gains To Financial Planning with Brian Henrysen (Ep.12)
A gardener trims the bushes to promote healthy plants. And through market corrections and portfolio rebalancing, financial advisors do the same when helping clients with their financial planning. In this episode, Peter Gutekunst is joined by fellow certified financial planner at Gute Financial, Brian Henrysen. Together, they highlight the role of risk within investment strategies. … Continue reading Increasing Growth Through Market Correction with Brian Henrysen (Ep. 11)
Summary: It’s no secret that our medical needs are unique and are likely to change during retirement. Start understanding the parts of Medicare for the best coverage in this week’s episode of Tell Your Boss I Quit! with Becker Benefits and Senior Planning LLC’s benefits and Medicare specialist Tara Becker. Here, Tara joins Peter Gutekunst … Continue reading Untangling Medicare Plans with Tara Becker (ep. 9)
Everyone knows what a credit score is. However, some of the real questions are: Do you know your current score? Do you know how to check it? In this episode, Peter Gutekunst is joined by Gute Financial Services’ client services associate, Megan Getz. From breaking down why credit scores are so important to their five … Continue reading How Much Do You Know About Your Credit Score? with Megan Getz (ep .8)
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)