How to Money with Cole & Baileigh

So you've set up a meeting with a financial advisor. Here are some things you can expect to hear in that meeting.
In this episode, Kole & Cole discuss: • Why budget, and what does it entail? • Do you have the right insurance in place? • Mortgage payment tip! • What is the opportunity for a meeting with a financial planner • Reacting to the Super Bowl and coaching changes
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
 

In this episode Kole & Cole discuss:
What does the process of a financial plan look like and why?
The Importance’s of Pre-Retires to be prepared before retirement.
Active vs Passive Investing
What do you want retirement to look like?
The CFG Team makes their Super Bowl predictions!
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
If you have questions, please contact us today!Business Address: 1725 1st Ave S, Fort Dodge, IA 50501Phone Number: 515-308-4545Email Kole Petersen: Kole@fullswingfp.comEmail Cole Jaeschke: Cole@fullswingfp.comEmail Baileigh Ashbrook: Baileigh@fullswingfp.com
Follow us on Facebook:Full Swing Financial Planning: www.facebook.com/fullswingfinancialplanning Kole Petersen: www.facebook.com/kolefullswingfinancialplanningCole Jaeschke: www.facebook.com/colefullswingfinancialplanningBaileigh Ashbrook: www.facebook.com/baileighfullswingfinancialplanning
Check out our podcast on our Youtube Channel:www.youtube.com/channel/UCWod36PsnadVcQrt_K8BLlw
Visit Our New Website:www.fullswingfinancial.com
This podcast is a production of Full Swing Financial Planning in Fort Dodge, Iowa, and is produced by Spin Markket + Digital

John Engler is a partner at Johnson Law Firm specializing in Estate Planning & Probate, Business Law, and Real Estate.
In this episode, we discuss: • To have a will, trust, or both? • What happens to my assets without a will or trust in place • Changes to gifting amounts • The 5 Year Look Back Rule • Their 2023 Super Bowl predictions ahead of the Divisional round of the NFL Playoffs
🔗 Follow The Johnson Law Firm: Website: https://www.johnsonlawia.com Facebook: https://www.facebook.com/profile.php?id=100067312338985
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
 

2023 is here!
In this episode, we discuss: • The Secure Act 2.0 • Iowa Tax Law Changes 2023 • 2023 Personal and Business Goals • Actionable Steps for Anyone to Improve their Financial Year • Their Predictions for the Final week of the NFL Regular Season and the NCAA National Championship
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
 

This week we are joined by Mark Manos from Clark Capital!
In this episode, we discuss: • Who is Mark Manos? • Who is Clark Capital? • Active Management in volatile markets • Clark Capital: An extension of our CFG Team • Dollars & Cents/Sense – How many times has the market been positive!
🔗 Follow Clark Capital: Website: https://www.ccmg.com X: https://x.com/clarkcapital
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
 

In this episode Kole & Cole will be discussing with special guest Andy Jansen:
Andy Jansen Discuss Money Guide Pro & Riskalyze
Succession Planning for Clients
Legacy Planning, passing down
Dollars & Cents/Sense – the Market & Farmland 
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
If you have questions, please contact us today!Business Address: 1725 1st Ave S, Fort Dodge, IA 50501Phone Number: 515-308-4545Email Kole Petersen: Kole@fullswingfp.comEmail Cole Jaeschke: Cole@fullswingfp.comEmail Baileigh Ashbrook: Baileigh@fullswingfp.com
Follow us on Facebook:Full Swing Financial Planning: www.facebook.com/fullswingfinancialplanning Kole Petersen: www.facebook.com/kolefullswingfinancialplanningCole Jaeschke: www.facebook.com/colefullswingfinancialplanningBaileigh Ashbrook: www.facebook.com/baileighfullswingfinancialplanning
Check out our podcast on our Youtube Channel:www.youtube.com/channel/UCWod36PsnadVcQrt_K8BLlw
Visit Our New Website:www.fullswingfinancial.com
This podcast is a production of Full Swing Financial Planning in Fort Dodge, Iowa, and is produced by Spin Markket + Digital

Our 2023 401k Program is a great way to shop local!
In this episode, Kole & Cole discuss: • The new Shop Local 401k Campaign • Who oversees the 401k • How we take care of your 401k • Dollars and Sense about the election's effects on the market • What would you do if you won the lottery?
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
 

Every year, financial information changes.
In this episode, we discuss: • Social Security COLA Updates • IRS Updates on 2023 Contributions • Student Loan Forgiveness: What you need to know • Our First Dollars & Cents/Sense!
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
 

Life lessons come in all shapes and sizes. Let's talk about a few life lessons we've learned through the years.
In this episode, Kole & Cole discuss: • The journey of Kole and Cole • How they became Financial Advisors • What happened in their life to get them to the path they’re on • Their Favorite Aspect of Advising People • What Habits Create Success
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
 

Bear markets happen from time to time. Let's discuss some things you can do to help take advantage of it.
In this episode, we discuss: • Positives of down market or current market conditions • Definition of Bear Market • Buying opportunities • Tax loss harvesting • Diversification / Dividends • Rising Interest Rates • Roth Conversions • Whether to stay in or get out • The importance of working with a financial professional in uncertainty
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