Tag Archives: Tax Planning

Adding Tax Gains To Financial Planning (Ep.12)



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)


Determining the Right Time to Tell Your Boss “I Quit!” (ep. 2)



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!” (ep. 2)