In this episode, I dive into the underestimated power of a financial journal. It's more than just numbers on a pageits about clarity, confidence, and taking control of your money. We talk about ho

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 hi

- Planning for retirement is more complex than ever as people are living longer and facing new financial realities. In this episode, we dive deep into the challenges of longevity, inflation, and wit

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 its not without challengesboth financial and emotional. W

- Hey there, let me tell you about a time when having a plan really paid off. - Back when I was in the military reserves, we had to be ready to go at a moment's notice. Every month, we did these pre

On this episode of "Tell Your Boss I Quit," Pete Gutekunst discusses the importance of planning for retirement lifestyle costs, distinguishing between needs and wants. He addresses common concerns abo

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 o

In this episode of our podcast, we explored a significant shift that everyone encounters at some point: transitioning from a growth mindset to managing income. We discovered how it fundamentally chang

On todays episode of Tell Your Boss I Quit, we are discussing the sandwich generation, the financial challenges they face, and how to handle those challenges. - The sandwich generation is defined a