Friday Aug 30, 2024

#63 - Don't Count On an Inheritance - Have a Plan for You

Big or small, it's important to have a plan for an inheritance. This week Cole and Baileigh discuss steps individuals can take when coming into an inheritance, legacy planning, and more!

On today's episode:
🥇 Having a plan for YOU
🏦 Managing money in a place you're comfortable with
🗣️ Discussing your options with professionals
⛳️ Eddie Doyle qualifying for USGA Mid-Amateur
💰 What would Baileigh and Cole do with a million dollars?

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

Comments (0)

To leave or reply to comments, please download free Podbean or

No Comments

Copyright 2024 by Full Swing Financial Planning. All rights reserved.

Podcast Powered By Podbean

Version: 20241125