
Friday May 10, 2024
#55 - Planning for the Unexpected - Customizing Your Retirement Plan (Part 3)
Full Swing Financial makes specialized retirement plans for anyone. In this episode, learn more about what we can do to help you meet your goals. If you missed parts 1 and 2, listen to episodes 48 and 50 of the podcast to get the full series!
Episode 48: https://youtu.be/wdLiHKFNQXQ
Episode 50: https://youtu.be/I7PK-8iqpz0
On this episode, the team discusses:
π¨π»βπ» The importance of a financial advisor during the unexpected twists of life
βΎοΈ When life throws a curve ball will you be prepared
π¬ "Social Security is Going to Be in Trouble" - What that headline actually means
πΈ Legacy Planning - planning your finances for the future
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
π© 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
π 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
** Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 Β½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value. IMPORTANT: The projections or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. **
This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).
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