How to Money with Cole & Baileigh

#93 - Your 2025 Year End Money Guide: How to Be Ready for 2026

Cole and Baileigh discuss the importance of a year-end review of your finances. The holidays are coming up, and 2026 is just around the corner. Do you have your finances in order?
On today's episode: 🗓️ Finishing 2025 Strong Financially 📊 10 Tasks to Review Your Finances ⚖️ Reviewing Goals and Being Intentional 💸 Don't Leave "Free Money" On the Table
** Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.​ 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 #MoneyMindset #Investing101 #DebtFreeJourney

#92 - Are You On Track to Be a Millionaire? Here's How to Find Out

Many of us have thought about how neat it would be to be a millionaire, but few of us have considered the common steps that many people take to achieve this goal.
On today's episode: 🍂 October in Iowa 🏈 Football Season 🚗 Milestones to Millionaire 🧠 Having a Good Mindset
** All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. **
** This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. 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.​ **
** Stock investing includes risks, including fluctuating prices and loss of principal.​ **
** The rule of 72 is a mathematical concept and does not guarantee investment results nor functions as a predictor of how an investment will perform.  It is an approximation of the impact of a targeted rate of return.  Investments are subject to fluctuating returns and there is no assurance that any investment will double in value. **
** Based on The Messenger reader votes. This award is not representative of the views of clients and is not indicative of future performance or services. **
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 #MoneyMindset #Investing101 #DebtFreeJourney

#91 - More Than Money: Eddie Thompson on Legacy, Values, & Planning Ahead

Eddie Thompson joins us this week to discuss his estate planning strategy, which focuses on legacy, values, & planning ahead.
On today's episode: 🗓️ Planning Ahead ⚖️ Assessing Value 💰 Estates 🧑‍🧑‍🧒‍🧒 Passing Along Family Values
🔗 Follow Thompson & Associates: Website: https://ceplan.com Facebook: https://www.facebook.com/ceplanusa/ X: https://www.twitter.com/ceplanusa LinkedIn: https://www.linkedin.com/company/381182
** Eddie Thompson is not affiliated with Full Swing Financial Planning or LPL Financial. **
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 #MoneyMindset #Investing101 #DebtFreeJourney

#90 - Financial Roadmap: Net Worth, Retirement, & Moving Forward

This week, Cole and Baileigh are discussing financial roadmaps.
On today's episode: 🚗 A Roadmap for your finances ⚖️ Net Worth 👴 Retirement 🏈 Football is Back!
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 #MoneyMindset #Investing101 #DebtFreeJourney

#89 - Back to School Money Tips: Financial Tools Every Parent Should Know

This week Kole and Baileigh discuss financial tools parents can use to help prepare them for the back-to-school season.
On today's episode: 🎓 Back to School 📊 529 Plan Updates 🗓️ End of Year Planning
** 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).
#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

#88 - What It Really Means to Live Fully in Retirement

Larry McLuckie is a retiree who is living his life to the fullest.
On today's episode: 🥳 Living Fully in Retirement ⚖️ Balancing Feelings in Retirement 💵 How to Handle Money Emotions in Retirement 🎉 Trying New Things in Retirement
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 #MoneyMindset #Investing101 #DebtFreeJourney

#87 - Amidst Policy Changes - Financial Wins Start at Home

Kole and Baileigh discuss ways individuals can stay on track amidst the recent policy changes passed by the government.
On today's episode: ✂️ Tax Cuts ⬆️ Deduction Increases 🏦 Student Loan Adjustments ⚾️ Ryne Sandberg Quote
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 #MoneyMindset #Investing101 #DebtFreeJourney

#86 - Five Financial "Lies" Many People Tell Themselves

The gang's all here this week! We discuss ways individuals convince themselves that their finances are not in order, when in all actuality, those individuals just need to reframe their thought processes.
On today's episode: ⚾️ Sports Talk 💰 Most Millionaires are Self-Made ⚖️ Correcting Bad Financial Thinking 📊 Budgeting Methods
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 #MoneyMindset #Investing101 #DebtFreeJourney

#85 - From Fitness to Fortitude: The Entrepreneurial Journey of Josh Mason

Josh Mason, owner of Active Health Clinics, Optic Ink, Anytime Fitness Fort Dodge, and CrossFit Fort Dodge, stops by to discuss how his entrepreneurial journey started, being prepared for new opportunities in business, balancing work and family life, and more!
On today's episode: 💪 Working Hard to Reach Your Goals 📊 Being Prepared for Opportunities 🧑‍🧑‍🧒‍🧒 Balancing Work Life and Family Life 🏃 The Role Fitness Plays in Our Lifestyle
🔗 Follow Active Health Clinics: Website: https://www.theactivehealthclinics.com Facebook: https://www.facebook.com/activehealthclinicsfd Instagram: https://www.instagram.com/activehealthclinicsfd/ YouTube: https://www.youtube.com/channel/UCCYyBWg76P3SbKGgrW3GpAQ
🔗 Follow Optic Ink: Website: https://www.opticinkllc.com Facebook: https://www.facebook.com/opticink/ Instagram: https://www.instagram.com/optic_ink/
🔗 Follow Anytime Fitness Fort Dodge: Website: https://www.anytimefitness.com/locations/fort-dodge-iowa-1338 Facebook: https://www.facebook.com/anytimefitnessfortdodge
🔗 Follow CrossFit Fort Dodge: Website: https://www.crossfitfortdodge.com Facebook: https://www.facebook.com/CrossFitFortDodge Instagram: https://www.instagram.com/crossfitfortdodge
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 #MoneyMindset #Investing101 #DebtFreeJourney

#84 - Social Media, Influencers, and Finances: Vetting the "Finfluencers"

Baileigh and Cole discuss the good and the bad of social media "finfluencers", how to properly vet financial advice online, and review advice they've overheard online.
On today's episode: ⚖️ Finding Advice That Applies to You 💰 Deciphering Who the Advice Pertains to 🛑 Not Buying Into Sales Pitches ⚾️ Cal Ripken Jr.'s Streak 🏀 WNBA Discussion
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 #MoneyMindset #Investing101 #DebtFreeJourney