Tag Archives: Financial Planning

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) →

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) →

Life Is What Happens When You’re Making Plans (Ep. 15)

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 (Ep. 15) →

Is There A Better Way To Allocate Assets? (Ep.14)

August 29, 2022Gute Financial Services, Retirement PlanningAsset Allocation, Financial Planning, Gute Financial Services, Investments, Market, Pete Gutekunst, Podcast, Portfolio, Risk, Risk Factor, Strategies, SuccessMegan Getz

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 advisor Brian Henrysen. Together, they highlight all things asset allocation. … Continue reading Is There A Better Way To Allocate Assets? (Ep.14) →

Adding Tax Gains To Financial Planning (Ep.12)

June 20, 2022Gute Financial Services, Retirement PlanningAssets, Capital Gains, Financial Planning, Gute Financial Services, Income, Pete Gutekunst, Tax Bracket, Tax Planning, TaxesMegan Getz

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) →

Increasing Growth Through Market Correction (Ep. 11)

June 6, 2022Gute Financial Services, Retirement PlanningFinancial Planning, Gute Financial Services, Investment Planning, Market Correction, Pete Gutekunst, Portfolio, Portfolio Rebalancing, RiskMegan Getz

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 (Ep. 11) →

Untangling Medicare Plans with Tara Becker (ep. 9)

April 11, 2022UncategorizedFinancial Planning, Gute Financial Services, Medicaid, Medical History, Medicare, Pete Gutekunst, Retirement PlanningMegan Getz

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) →

How Much Do You Know About Your Credit Score? with Megan Getz (ep .8)

March 28, 2022UncategorizedBorrower, Credit Cards, Credit Health, Credit Score, Financial Planning, Gute Financial Services, Lender, Payment, Pete GutekunstMegan Getz

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) →