On this episode of “Tell Your Boss I Quit,” Peter Gutekunst CFP, CLU, CRPS discusses the key differences in rules for inherited IRAs between spouses and non-spouses. He explains how spouses can roll over an inherited IRA to make it their own, while non-spouses would need to move it into an inherited IRA. Pete breaks … Continue reading Navigating Inherited Assets: A Guide for Beneficiaries
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)
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
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
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!”
Looking for ways to navigate through life after the paycheck ends? If yes, welcome to Tell Your Boss I Quit! with Pete Gutekunst. In this inaugural episode, Pete shares the story of his transition from serving as a Marine to working as a financial advisor. He reveals the core values he brought from the Marine … Continue reading Learn How to Make Sound Financial Decisions With Peter J. Gutekunst, CFP®, CLU®, CRPS®