Tag Archives: Investment 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 →

“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” →

Increasing Growth Through Market Correction

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 →

Determining the Right Time to Tell Your Boss “I Quit!”

November 22, 2021Gute Financial Services, Retirement PlanningFinancial Planning, Investment Planning, Investments, My Financial Bridge, Retirement Income, Retirement Planning, Tax Planning, Taxes, Tell Your Boss I Quit!Megan Getz

When planning for the right time to say goodbye to your job and enter retirement, we all want someone who knows what they are doing. We want an expert. In this episode, Pete Gutekunst shares his retirement planning knowledge and how it can help you discover the right time to say those two freeing words: … Continue reading Determining the Right Time to Tell Your Boss “I Quit!” →