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)
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)
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)
Determining a when can be arbitrary without a what. This is particularly true when guiding your financial plan toward success. In this episode, Peter Gutekunst dives into the meaning of purpose within financial planning. He shares how he defines purpose, its role in financial planning, and the safety it provides while granting opportunities to live … Continue reading Defining Purpose Within Your Financial Planning (Ep.13)
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)
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)
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 (Ep.10)
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)