Friday Feb 14, 2025

#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

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