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
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
Retirement doesn’t mean becoming irrelevant. Similarly, retirement doesn’t mean sitting back and doing nothing. So, ask yourself, where do you want to be in the future? In this episode, Peter Gutekunst is joined by Dr. Karen Lawson, founder and president of Lawson Consulting Group. Dr. Lawson shares the details of her sixteenth book, Remaining Relevant … Continue reading Maintaining Relevancy in a Modern World with Dr. Karen Lawson
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
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
Choosing your next business venture? Having a franchise coach grants a better understanding of what you need according to the industry you choose to get into. In this episode, Peter Gutekunst is joined by franchise coach Harris Gubin. They unveil the process of franchising, how to determine if a franchise is right for you, and … Continue reading Make Your Franchise Move with Confidence with Harris Gubin
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
Summary: Many of you have worked hard to create a fulfilling career, but how many of you are working to make the transition to retirement just as fulfilling? This week’s guest, Ernie Harkness, has some thoughts on that move. Ernie has been through the retirement transition and is now ready to share some interesting perspectives. … Continue reading What To Know As You Transition To Retirement with Ernie Harkness
Summary: Finding a career you are passionate about can be difficult. Entering the financial industry can be even more difficult. In this episode, Peter Gutekunst is joined by Brian Henrysen, the newest team member at Gute Financial. Brian shares his journey at Gute Financial Services, starting as an intern while still attending classes at Temple … Continue reading The Journey from Interning To Financial Planning
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