Episodes

If you’ve ever wondered: “Should I spend this money now or keep saving?” “Are home prices too high to buy right now?” “Should I wait for rates to drop?” “What if I regret this purchase later?” …then this episode is for you. You don’t need a perfect plan—you just need a thoughtful one. We also talk about how to plan for the unexpected, build in flexibility, and avoid making impulsive decisions that could derail your bigger financial goals. Whether you’re thinking about upgrading your curre...

We’re halfway through the year, which means it’s the perfect time to hit pause and check in on your financial goals. Are you on track? Falling behind? Maybe even ahead of schedule? In this episode, we break down why a mid-year financial review is so important and how you can use this checkpoint to course-correct, optimize your cash flow, and set yourself up for a strong finish to the year. From rethinking big purchases to keeping lifestyle creep in check, we cover the mindset shifts and practic...

Most people set financial goals at the start of the year with the best intentions, but what happens when new priorities arise, life throws unexpected expenses your way, or you lose momentum halfway through? In this episode, we dive into the power of journaling—not just as a tool for goal-setting, but as a system for accountability, tracking progress, and making smarter financial decisions over time. We discuss: Why writing down your goals turns ideas into measurable, achievable steps How to ...

In this episode, I dive into the underestimated power of a financial journal. It’s more than just numbers on a page—it’s about clarity, confidence, and taking control of your money. We talk about how tracking your spending month-to-month can reveal patterns, uncover opportunities, and help you make smarter decisions. Whether you’re saving for a down payment, planning for retirement, or just trying to avoid lifestyle creep, a journal is your roadmap. I share stories of people who transformed the...

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 you’ll learn in this episode:** – What lifestyle creep is, how it sneaks up on you, and the signs to watch out for. – Why tracking your spending is c...

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 withdrawal strategies to help ensure you don’t outlive your money. Pete Gutekunst shares practical advice on balancing quality of life today with the need to prepare for tomorrow’s uncertainties. We’ll discuss: – How to plan for a 30+ year retirement. – Strategies to manage healthcare costs and inflatio...

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 he shares practical insights and heartfelt advice on: Why starting the conversation early makes all the difference. Balancing safety, independence, and financial realities ...

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 preparation reviews, getting ourselves squared away in case we got deployed. And sure enough, in December, that’s exactly what happened – we got called up for Desert Storm. But you know what? We were ready because of frequent preparatory readiness. Look, I know a lot of people just sign up for stuff and ...

I recently had the chance to chat about a topic that’s super important but often overlooked when it comes to retirement planning: inflation. Let me tell you, inflation is no joke when you’re thinking about your golden years. It’s basically a sneaky way your money loses its punch over time. In our podcast chat, we dove into why it’s crucial to wrap your head around inflation, especially as you’re getting close to retirement. One thing I really wanted to drive home is that inflation isn’t some s...

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 about withdrawing money in retirement and emphasizes the need for a structured approach to ensure a steady income flow. Join Pete as he guides listeners on bridging their financial goals with their retirement dreams. If you feel like anything you heard in this episode resonated with you, feel free to ...

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 down the tax implications and benefits of using an inherited IRA versus taking out the funds all at once. Tune in to learn more about managing inherited IRAs and financial planning f...

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 changes our approach to money. Rather than being preoccupied with accumulating assets and comparing ourselves to market benchmarks, we start to think of money in buckets or segments, understanding that certain funds will need to be used sooner than others, and some can be saved for long-term investment. ...

On today’s 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 as middle aged people who are raising their own children and taking care of their aging parents at the same time. Being in this position can cause emotional, physical, and financial stress on the caretakers which is heightened by complicated family dynamics, poor health, and financial disarray. In th...

If you believe that following the guidelines leads to better results, then Pete Gutekunst is the financial planner you have been looking for. As a Marine veteran, Pete understands the value of discipline and looking at finances strategically. In this episode, Pete shares his advice with people interested in joining the military, active service people, and veterans, discussing how they can leverage their armed forces experiences in both their personal and professional lives. Pete discusses: Ho...

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 a must-know organizational tool. Peter discusses: The power of compounding interest and how it’s like growing a tree with setbacks, pruning,...

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 this episode, Pete Gutekunst lists the pros and cons of using financial technology tools for managing our finances. Pete emphasizes the importance of human interaction in fin...

Summary: The last episode of Tell Your Boss I Quit! featured an interview with John Gronksi on how to be a successful leader. This time, you will find out more about John’s experiences and how they shaped his journey to becoming the coach and leader he is today. In this release, Peter Gutekunst continues the conversation about leadership with John Gronski, the founder and CEO of Leader Grove. John unpacks the ins and outs of his books ‘The Ride of Our Lives’ and ‘Iron-Sharpened Leadership,’ th...

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 Guard for over four decades, John reveals the leadership principles he absorbed during his career. John discusses: What inspired him to be a leader and stra...

As 2023 approaches, many of us are already thinking about new goals. To avoid regrets, remember to plan these objectives. In this episode of Tell Your Boss I Quit!, Peter Gutekunst explains what needs to be taken into consideration to achieve our goals in 2023. By using the “what matters most” approach and helpful tools, Pete details the tips and tricks you need to plan your finances in the new year. Pete discusses: Why holidays are a great time to plan our finances What comes first: Settin...

In contexts of high market uncertainty, we tend to compare previous experiences and act similarly. However, our investment could be at risk if we fail to accept that not all situations are identical. In this episode, Peter Gutekunst and Brian Henrysen sit down to talk about the typical historical perspectives and clichés that we hear during times of crisis. They explain how these should not be used to make financial decisions and how they should not be viewed as absolutes. Peter and Brian dis...

Whether it’s listening to the radio, podcasts, or watching TV, there seem to be a lot of experts providing investment advice. So what advice is good advice when it comes to investing our money? In this episode, Peter Gutekunst is joined by Brian Henrysen to unveil the ins and outs of all things investing. From long-term investment insight to comparing trading versus investing and the difference between fundamental and technical analysis, Peter and Brian shed light on these items to help you leve...

One of the biggest challenges with long-term investments and financial strategies is managing the emotions that come with market highs and lows throughout the investment period. In this episode, Peter Gutekunst and Brian Henrysen talk about the importance of managing emotions when leveraging your finances and the strategies that come with it. Brian explains why it’s better to prioritize your emotions instead of trying to beat the market while sharing the ins and outs of good and long-term invest...