The Gatewood Blog: Insights for Life’s Key Moments

Explore our blog for insights and practical advice to build enduring wealth with purpose.

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Our blog provides expert insights to help you build enduring wealth with purpose. Whether you’re accumulating, activating, enjoying, or giving wealth, Gatewood Wealth Solutions is here to guide you through life’s financial complexities. Explore our latest articles to gain the confidence you need to navigate life’s key moments with clarity and purpose.
Why Retirement Plans Are Often the Missing Piece in Business Strategy 

Micah Alsobrook CPFA® MBA | Retirement Plan Consultant

Why Retirement Plans Are Often the Missing Piece in Business Strategy

05.18.26

For many closely held businesses, the retirement plan is a compliance checkbox. Coordinated with the wider financial picture, it becomes one of the more underused levers on the balance sheet.

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 The Hidden Tradeoffs Behind Big Financial Decisions

Nina Breen CFP® RICP® CPWA® | Senior Wealth Planner

The Hidden Tradeoffs Behind Big Financial Decisions

05.11.26

Big financial decisions aren’t just about what you gain—they’re also about what you give up. From flexibility to future opportunities, every choice carries tradeoffs that aren’t always obvious in the moment. Recognizing those tradeoffs is key to making more informed, connected decisions.

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 Why Perspective Is the Most Underrated Part of Financial Planning 

Aaron Tuttle CFA® CFP® CLU® ChFC® | Partner | Chief Executive Officer

Why Perspective Is the Most Underrated Part of Financial Planning

05.04.26

Most financial plans don't fall apart in one dramatic mistake. They erode slowly — through small decisions that never quite connected to the bigger picture. Here's how perspective changes that.

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 The Cost of Waiting: 5 Common Financial Planning Gaps

Brian McGeehon MAcc CFA® CLU® | Partner | Chief Financial Officer | Wealth Advisor

The Cost of Waiting: 5 Common Financial Planning Gaps

04.27.26

Most families don't discover gaps in their financial plan because they were careless. They discover them because something forces them to look. Here are five places where even well-built plans quietly drift apart.

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 The Panicans Are Always Wrong

Daniel Goeddel MBA | Partner | Chief Operating Officer

The Panicans Are Always Wrong

04.08.26

When markets get noisy, investors often make their worst decisions. Here’s what a decade of data suggests about panic, discipline, and long-term outcomes.

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 What You’re Really Paying for in a Financial Advisory Relationship

Jared Freese CFP® CLU® CEPA ChFC® | Wealth Advisor Manager

What You’re Really Paying for in a Financial Advisory Relationship

04.13.26

Advisory fees often get reduced to a percentage. Here’s what that percentage is meant to cover and why coordination across your financial life matters.

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 What Good Financial Habits Really Look Like in Your 20s and 30s

Joseph Kritchell | Wealth Planner

What Good Financial Habits Really Look Like in Your 20s and 30s

04.06.26

Building wealth in your 20s and 30s isn’t about perfection. It’s about consistent habits that support long-term flexibility, growth, and financial confidence.

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 How Gatewood Prepares Families for Whatever 2030 Brings

John Gatewood CFP® CLU® | Founder | Director of Advisor Development

How Gatewood Prepares Families for Whatever 2030 Brings

03.30.26

In Part Two of our 2030 forecast series, we move beyond the question of whether a downturn is coming and focus on what matters more: how to structure a plan that can withstand it.

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 What If the Forecast Is Right, But the Strategy Is Wrong?

John Gatewood CFP® CLU® | Founder | Director of Advisor Development

What If the Forecast Is Right, But the Strategy Is Wrong?

03.23.26

A 2030 depression forecast is gaining attention. Before making major financial shifts, it’s worth asking whether the strategy matches the uncertainty.

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Why Retirement Plans Are Often the Missing Piece in Business Strategy 

Micah Alsobrook CPFA® MBA | Retirement Plan Consultant

Why Retirement Plans Are Often the Missing Piece in Business Strategy

05.18.26

For many closely held businesses, the retirement plan is a compliance checkbox. Coordinated with the wider financial picture, it becomes one of the more underused levers on the balance sheet.

Read More
 The Hidden Tradeoffs Behind Big Financial Decisions

Nina Breen CFP® RICP® CPWA® | Senior Wealth Planner

The Hidden Tradeoffs Behind Big Financial Decisions

05.11.26

Big financial decisions aren’t just about what you gain—they’re also about what you give up. From flexibility to future opportunities, every choice carries tradeoffs that aren’t always obvious in the moment. Recognizing those tradeoffs is key to making more informed, connected decisions.

Read More
 Why Perspective Is the Most Underrated Part of Financial Planning 

Aaron Tuttle CFA® CFP® CLU® ChFC® | Partner | Chief Executive Officer

Why Perspective Is the Most Underrated Part of Financial Planning

05.04.26

Most financial plans don't fall apart in one dramatic mistake. They erode slowly — through small decisions that never quite connected to the bigger picture. Here's how perspective changes that.

Read More
 The Cost of Waiting: 5 Common Financial Planning Gaps

Brian McGeehon MAcc CFA® CLU® | Partner | Chief Financial Officer | Wealth Advisor

The Cost of Waiting: 5 Common Financial Planning Gaps

04.27.26

Most families don't discover gaps in their financial plan because they were careless. They discover them because something forces them to look. Here are five places where even well-built plans quietly drift apart.

Read More
 The Panicans Are Always Wrong

Daniel Goeddel MBA | Partner | Chief Operating Officer

The Panicans Are Always Wrong

04.08.26

When markets get noisy, investors often make their worst decisions. Here’s what a decade of data suggests about panic, discipline, and long-term outcomes.

Read More
 What You’re Really Paying for in a Financial Advisory Relationship

Jared Freese CFP® CLU® CEPA ChFC® | Wealth Advisor Manager

What You’re Really Paying for in a Financial Advisory Relationship

04.13.26

Advisory fees often get reduced to a percentage. Here’s what that percentage is meant to cover and why coordination across your financial life matters.

Read More

Testimonials

"My husband and I began working with Brian in 2019 and have been very pleased with the level of service we’ve received ever since. Our client care team, Nina and Jake, have taken the time to truly listen to our goals and actively make adjustments to reflect our evolving needs over time. What I appreciate most is the combination of knowledgeable, focused guidance always delivered with genuine care and humility. We've been so impressed with their timeliness and attention that we've introduced them to our parents, siblings and adult children and now they are advising three generations of our family.…"

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Liz F.
Retired Corporate Executive 04.29.26

"As a client of Gatewood for over 10 years now, I am very pleased with the experience I’ve had with my team. Whenever I have questions or need advice, they are always available with professional and helpful guidance. They really get to know their customers so that they can provide personalized service and are very responsive when I contact them and they do a great job managing my portfolio. I had a turning point in my life, and they were very helpful in analyzing financial impacts and helping to manage through it. I highly recommend their services."

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Rose O.
Corporate Vice President 04.09.26

"What has stood out most over our decade-long relationship with Gatewood is how genuinely they listen. Our advisor takes the time to understand our full financial picture and has made a point to build a relationship with my wife as well, so she feels comfortable working with the team whether I'm present or not. Having everything coordinated in one place, with great online tools at our disposal, has been invaluable. Our team is responsive whenever we have questions and has always followed through with care and professionalism. Beyond the planning itself, it's the personal relationships we've developed that make this…"

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Kevin D.
Corporate Vice President 03.11.26

"Our relationship with Gatewood Wealth Solutions has evolved over the years right along with our family. From building and protecting our wealth to retirement and estate planning, Gatewood has guided us and enabled our objectives. It’s assuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives."

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Dr. Boyd C.
Retired Corporate Executive 11.13.23

"My wife and I have had the benefit of working with John Gatewood for over thirty-five years. Initially, John worked with us planning our personal and business life insurance needs. As his service offerings expanded, we took advantage of his expertise to help us with our family's financial planning. We could not be more pleased than what we are with the plan the Gatewood Wealth Solutions team developed for us. The team members are well-trained, intelligent, friendly, enthusiastic, and very good listeners. We have two scheduled reviews of the plan every year with one of the principals and at least…"

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Steve W.
Retired Business Owner 10.16.23

"Partnering with Gatewood Wealth Solutions has been one of the best decisions we have made in the last five years. I have met with numerous financial planners who’ve all come to me with similar ideas and recommendations that don’t seem to prove that they are thinking outside the box for me individually. But when Gatewood came to me with their plan it was strategically designed with so many aspects taken into consideration that I was surprised at how uniquely competent and professional they were. They brought me many ideas and recommendations that would not bring them profit. They brought me…"

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Scott & Johanna S.
Business Owners 09.28.23

"I have known John Gatewood, the founder of Gatewood Wealth Solutions, for many years. We became friends well before we talked about business, and it was a natural decision to turn to John for help with our affairs when I needed it because I had grown to know and trust him. It really is true that John and his team at Gatewood Wealth Solutions are completely focused on helping ordinary families like ours to become financially independent. The family part especially means something: One day my 20-something son called to ask if I thought our group would be willing to…"

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Steve K.
Retired Corporate Executive 09.27.23

"Gatewood Wealth Solutions gives me confidence that my retirement savings are being monitored and managed with MY best interest in mind. All of the staff is welcoming, friendly and respectful. They have comprehensive knowledge of long-term financial planning, estate planning and tax planning. I have been with Gatewood for many years and hope to be with them for many more years to come."

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Gary B.
Corporate Executive 09.27.23

"I have been with Gatewood Wealth Solution for seven years, and I would highly recommend them for wealth management services.  They are a very efficient, effective, knowledgeable team that provides highly personalized, client-centered services.  If I didn't know better, I would think that I am their only client!  They have an excellent working relationship with a highly respected law firm that provides assistance with trusts and estate planning.  They also have an excellent working relationship with a tax accounting firm.  All of this so that all aspects of my financial planning needs are seamlessly coordinated. Their quarterly meetings are well…"

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Susan H.
Corporate Executive 09.26.23

"I’ve been with Gatewood Wealth Solutions and its predecessor for 21 years as our financial advisors. I first met John Gatewood in 2002 when I purchased a life insurance policy from him when he was with Northwestern Mutual. Shortly after having additional discussions with John, we started using them as our only financial advisors. They continued over the years to more than perform above my expectations and also started to bring in additional talent within their organization in order expand and meet client’s expectations. Since they’ve organized as Gatewood Wealth Solution and separated from Northwestern Mutual, they’ve continued to add…"

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Joe H.
Retired Corporate Executive 09.25.23

"I have worked with Gatewood Wealth Solutions since its inception and could not speak more highly of my experience. Gatewood Wealth Solutions provides comprehensive wealth management services for my family in a very sophisticated way. Their planning services are comprehensive and consider all assets of our family, not just what they manage. This is important for our family since we have a real estate business which must be considered in our planning. They also help us with our estate and tax planning each year. Their service is exceptional and is proactive and not reactive. I have referred members of my…"

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Tim M.
Partner/Attorney 09.22.23

"My wife and I became a client of Gatewood Wealth Solutions twelve years ago on the recommendation of a friend who was also a Gatewood client, and I am very glad that we did. Until that time, I had managed our 401(k) and investments, but with retirement on the horizon, we felt it important to get professional help for retirement planning and investment management. The Gatewood team developed an integrated financial and retirement plan that we refined together. It was based on information such as our current financial position, desired retirement date and lifestyle, anticipated job and retirement income, expenses,…"

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Phil P.
Retired Corporate Executive 09.20.23

"Navigating the complexities of my corporate life was already a challenge, but when my husband passed away, it felt like an insurmountable mountain of emotions and paperwork. The team at Gatewood Wealth Solutions stepped in with compassion, efficiency, and expertise, guiding me through the entire estate settlement process. Their unwavering support made a world of difference during such a challenging time. I am profoundly grateful for all they've done and continue to do for me. Their services are truly unparalleled, and I wholeheartedly trust and recommend them."

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Carol S.
Corporate Executive 09.20.23

"My wife and I have known and worked with John Gatewood and his team for nearly a decade.  The values-driven team of Gatewood Wealth Solutions is motivated, caring, highly competent and personally fueled by character and integrity.  I recommended Gatewood to friends and family - including my children - because their deep desire to help clients 'give purpose to their wealth' gives us all the opportunity to better serve our families and communities."

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Dave M.
Corporate Executive 09.19.23

Testimonials Disclosure

The statements provided are testimonials by clients of the financial professional. The clients listed have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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