How to Money with Kole & Cole

#78 - Smart Giving: How Charitable Contributions Impact Your Money

Kole, Cole, and Baileigh weigh in on charitable contributions, the benefits making a contribution can have at tax time, and more! They even do a Zoom call with Abby Coppola of Children's Cancer Connection of Iowa to promote an upcoming 5k event.
On today's episode: 🏃 The Full Swing Forward 5k 💻 Zoom Call with Children's Cancer Connection ❄️ Crazy Iowa Weather 🎗️ Getting the Most Out of Your Charitable Contributions
🔗 Follow Children's Cancer Connection of Iowa: Website: https://ccciowa.org Facebook: https://www.facebook.com/ChildrensCancerConnection/ Instagram: https://www.instagram.com/childrenscancerconnection/ X: https://www.twitter.com/ccc_iowa YouTube: https://www.youtube.com/channel/UC4KlQXYt4gCHJ8bqzjxmEcQ LinkedIn: https://www.linkedin.com/company/childrens-cancer-connection/
** All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Stock investing includes risks, including fluctuating prices and loss of principal.​ Advisors may discuss a company, provide data or facts, market related info, company announcements, etc. They may not discuss performance, revenue increases or other language that would imply he is recommending action regarding the stock. CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity, whereas investing in securities is subject to market risk, including loss of principal.​ This is a hypothetical example and is not representative of any specific investment. Your results may vary. **
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney

#77 - Best of 2024: Top Moments from How to Money

Baileigh recaps How to Money's most popular episodes from 2024 by featuring clips from each of those episodes!
👥 Guest Episodes: #51 - https://www.youtube.com/watch?v=4eTUdoQxX0M #64 - https://www.youtube.com/watch?v=epeeGIYk64M #69 - https://www.youtube.com/watch?v=8pU9w4Le2-8 #67 - https://www.youtube.com/watch?v=bLN2Uo3IemQ
👤 Solo Episodes: #65 - https://www.youtube.com/watch?v=MokeEiqnm3Q #71 - https://www.youtube.com/watch?v=wqv-QaAot-Y #63 - https://www.youtube.com/watch?v=24D6vvAAvRs #61 - https://www.youtube.com/watch?v=_caUkLQ1vrg
🏃 Full Swing Forward 5k & Children's 1k Event: Facebook Event: https://www.facebook.com/events/1834597107353916/ Online Registration: https://raceroster.com/events/2025/102358/the-full-swing-forward-5k Registration: email contact@fullswingfp.com for the form or stop by our office at 1725 1st Ave S. Fort Dodge, IA 50501
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney

#76 - Retirement Derailments: Don't Let Bad Decisions Pull the Brakes on Your Future (Part 2)

Baileigh and Cole sit down this week to complete part 2 of their "Retirement Derailment" series.
On today's episode: ⚖️ Maximizing Contributions 👶 Start Saving Young 📊 Sticking to Your Plan 🏈 Super Bowl Recap
Part 1: https://youtu.be/p07QoKPx5F0
*** Asset allocation does not ensure a profit or protect against a loss. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply ***
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney

#75 - Retirement Derailments: What You Need to Know to Stay on Track (Part 1)

Cole and Baileigh discuss common mistakes and events that can derail a retirement.
On today's episode: 🏥 Unexpected Life Events 📊 Market Volatility 🎈 Inflation 🏈 Go Chiefs
*** Asset allocation does not ensure a profit or protect against a loss.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. ***
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney

#74 - Harvesting Dreams: The New Owners of Fort Dodge's Community Orchard

Denny and Emily Stucky are the new owners of Fort Dodge's Community Orchard.
On today's episode: 🍏 Fort Dodge's Community Orchard 🍎 The Apple Attic at Community Orchard 🎃 The Pumpkin Patch at Community Orchard 🌽 The Corn Maze at Community Orchard 🍾 New Apple Cider Drinks
🔗 Follow The Community Orchard: Website: https://www.communityorchard.com Facebook: https://www.facebook.com/thecommunityorchard Instagram: https://www.instagram.com/communityorchard_fd/ TikTok: https://www.tiktok.com/@community_orchard_fd
🔗 Follow The Apple Attic: Website: https://www.communityorchard.com/shop Facebook: https://www.facebook.com/appleatticorchard/ Instagram: https://www.instagram.com/apple_attic/
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney

#73 - Retirement Planning: Breaking Down Ten Big Myths

Kole, Cole, and Baileigh dispel some common myths about retirement.
On today's episode: 🥶 Cold Weather 🗓️ 2025 Goals 🕵️‍♂️ Investigating Retirement Myths 💸 New Year's Financial Tips 🏈 College Football Playoffs
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney

#72 - From Plans to Reality: Breaking Down Our 2024 Goals

Kole, Cole, and Baileigh break down their 2024 goals. Who do you think did better?
On today's episode: 🧐 Recapping Our 2024 Goals 🤩 Our Favorite Episodes of 2024 🏈 College Football Picks 📈 NVIDIA vs Netflix 💰 Setting Short, Mid, and Long-Term Goals
*** All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index. Stock investing includes risks, including fluctuating prices and loss of principal.​ Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities. ***
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com). 
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney

#71 - Seven Things No One Tells You About Retirement

Kole, Cole, and Baileigh are here to talk about seven things nobody tells you about retirement.
On today's episode: 🎄 How Much Americans Spend on Christmas 🎁 Kole, Cole, & Baileigh's Favorite Christmas Gifts 💰 Balancing Spending During Retirement ⚖️ Balancing Free Time in Retirement 👴 Feeling Old is Relative
** Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. **
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney

#70 - Replay: Dr. Jesse Ulrich Has Something to Say About Going to College

This episode is a replay of our most popular episode from 2024, which featured Iowa Central Community College President Dr. Jesse Ulrich. 
This week, Iowa Central Community College President Dr. Jesse Ulrich joins us to discuss a wide range of topics related to post-secondary education.
On today's episode: 💵 The best ways to avoid student loans 💰 The best course of action for those with student loans ⚖️ Comparing costs of community colleges and universities 🎓 Why graduating from a community college is beneficial 🇺🇸 What Olympic event Jesse would want to compete in?
🔗 Follow Iowa Central Community College: Website: https://www.iowacentral.edu Facebook: https://www.facebook.com/iowacentral/ Instagram: https://www.instagram.com/iowacentral/ X: https://www.twitter.com/IowaCentral YouTube: https://www.youtube.com/IowaCentralCC LinkedIn: https://www.linkedin.com/school/iowa-central-community-college/ Snapchat: https://www.snapchat.com/add/tritonnation
*** Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing. ***
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#FinancialEducation #FinancialPlanning #Investing #personalfinance #financialfreedom #financialliteracy #financialmanagement #financeplanning #finance #financetips #finances #financialindependence #financialgoals #financialsuccess #StudentLoans #college #collegelife #collegeadmissions #collegedays #communitycollege

#69 - The Business of Dentistry: Secrets to Running a Successful Practice

Dr. John Clay is a dentist and the owner of Iowa Dental Associates.
On today's episode: 🦷 Dr. John Clay Starting His Own Business 🪥 The Creation of Iowa Dental Associates 💸 Taking Strategic Risks 📈 Changing Systems at New Locations 🏈 Sports Talk
🔗 Follow Iowa Dental Associates: Website: https://www.iowada.com Facebook: https://www.facebook.com/iowada1 Instagram: https://www.instagram.com/iowadentalassociates/ YouTube: https://www.youtube.com/@IowaDentalAssociates LinkedIn: https://www.linkedin.com/company/iowa-dental-associates
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
📩 Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@fullswingfp.com Email Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com
🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney