How to Money with Kole & Cole

#58 - You and Your Spouse Need to Be on the Same Page: The Wives Episode

Today we are joined by the two people who make this company actually go...Chelsie Jaeschke and Molly Nelson, the wives of Kole and Cole!
On today's episode: 💵 The important conversations before getting married 👰🏼‍♀️ What it's like to be married to financial advisors 📝 Staying on the same page financially 💰 Should we have separate or combined finances? 🏀 Wives vs. Husbands 3 on 3...who wins?
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 #spouse #marriedlife #married #marriedlifetips
 

#57 - Easy Financial Steps to Improve Your Life

The Googler gave us some great tips about personal finances. Listen in as we break them down for you.
On today's episode: ⛓️‍💥 Budgeting should be freeing, not restricting 💸 Creating a plan to attack your debt 📈 Where the market stands at the halfway point 💰 What's a stock split? 🏀 The NBA Finals are on deck, who do you got?
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
 

#56 - Financially Setting Up Your Children for Success

Everybody wants their children to be set up for financial success. In this podcast episode, we give some tips and tricks on how to accomplish that.
On today's episode: 👨🏻‍💼 Investment options for your children and their schooling 🏢 Student debt is at an all-time high 📖 Non-traditional investment options for your kids 💰 Whatever you do, don't leave it in a savings account ⛳️ Scottie Scheffler had an eventful weekend
*** 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. 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).
#FinancialEducation #FinancialPlanning #Investing #personalfinance #financialfreedom #financialliteracy #financialmanagement #financeplanning #finance #financetips #finances #financialindependence #financialgoals #financialsuccess
 

#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: 👨🏻‍💻 The importance of a financial advisor during the unexpected twists of life ⚾️ When life throws a curve ball will you be prepared 😬 "Social Security is Going to Be in Trouble" - What that headline actually means 💸 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!
📩 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
** 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 ½ 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).
#FinancialEducation #FinancialPlanning #Investing #personalfinance #financialfreedom #financialliteracy #financialmanagement #financeplanning #finance #financetips #finances #financialindependence #financialgoals #financialsuccess
 

#53 - It's About More Than Just Money with Special Guest Dave Flattery

This week, the President of Availa Bank, Dave Flattery, joins us!
On today's episode: 👨🏻‍💼 Dave's journey to becoming the President of Availa Bank in Fort Dodge 🏢 The future of commercial real estate 📖 What makes a good leader? 🧑‍🧑‍🧒‍🧒 Faith, faith, and business: what motivates you? 🏀 The Caitlin Clark effect on women's sports ⛳️ The boys way in on the upcoming Master's tournament and make their picks
🔗 Follow Availa Bank: Website: https://www.availa.bank Facebook: https://www.facebook.com/AvailaBank/ YouTube: https://www.youtube.com/@availabank3269
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
 

#52 - BONUS EPISODE: March is for Madness with Wade Lookingbill

In this special bonus episode, guest Wade Lookingbill joins Kole, Cole, and Baileigh to break down the first weekend of the NCAA Tournaments and look ahead to the remainder of the tournament!
In this episode, the team discusses: 🏀 Can anyone stop UConn or South Carolina? 🏆 How far can the Iowa women and Iowa State men go? 💰 The effect of "Clarkonomics" on Iowa and women's basketball 💫 Audi Crook's 40-point game 👴🏻 Super seniors and chemistry vs. freshman and raw talent 🎰 Baileigh's hot streak of picking winners ⛹🏼 Wade's experience being a part of the NCAA tournament
🔗 Follow Wade Lookingbill: Facebook: https://www.facebook.com/wade.lookingbill/ X: https://www.twitter.com/wadelookingbill LinkedIn: https://www.linkedin.com/in/wade-lookingbill-8030aa6a
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

#51 - Times Are Changing with Special Guest Cheryl O'Hern

This week's guest is Cheryl O'Hern, the owner of Spin Markket + Digital, the company behind Full Swing Financial's promotional strategies.
On today's episode: 💻 The digital marketing world is ever-changing 💵 The difference between marketing and branding 💰 A great place to invest! ⚖️ Branding vs. Marketing 🏀 Tourney time is here and we've got a bracket challenge to join!
🔗 Follow Spin Markket + Digital: Website: https://www.spinmarkket.com Facebook: https://www.facebook.com/Spinmarkketfddigital/ Instagram: https://www.instagram.com/spinmarkket/ LinkedIn: https://www.linkedin.com/company/spin-markket/ X: https://twitter.com/spinmarkket TikTok: https://www.tiktok.com/@SpinMarkket YouTube: https://www.youtube.com/@SpinMarkket
⚖️ Join the How to Money Bracket Challenge: Men's Bracket: https://fantasy.espn.com/games/tournament-challenge-bracket-2024/group?id=54068d13-0871-48cf-a09d-24970542ef2b Women's Bracket: https://fantasy.espn.com/games/tournament-challenge-bracket-women-2024/group?id=c4894ce7-cfa5-4b7f-9a46-95c89cf2a117
*** Regarding the money market mutual fund interest rates, please add the following disclosure to the page where the podcast will be posted. 'You could lose money by investing in a money market fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency ***
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 #marketing #digtalmarketing #digital #advertising #SEO #branding #logos #brands #marketingagency #marketingstrategy #digitalmarketingagency #digitalmarketingtips
 

#50 - Evaluating Risk - Customizing Your Retirement Plan (Part 2)

Did you know Full Swing Financial Planning makes specialized retirement plans for every client? Learn more about what we can do for you on this episode!
Episode 48: https://youtu.be/wdLiHKFNQXQ
On today's episode: 📝 How we take what we've heard from our meetings and implement them into your plan 💵 Choosing the right investments based on risk 💰 Being prepared for taxes  🏀 Will Caitlin Clark go pro? 🎂 Sharing a birthday is more common than you'd think 📈 The NASDAQ is up 100% over the last 5 years 🏈 The boys pay their debt
*** All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. ***
*** The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index. *** 
*** Stock investing includes risks, including fluctuating prices and loss of principal.​ Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities. ***
*** 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 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value. ***
*** 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. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. ***
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
 

#49 - My Clients Matter Too Much to Just Do It for Money with Guest Brady Haye

This week Brady Haye of the Brady Haye Mortgage Team joins Kole, Cole, and Baileigh to discuss mortgage strategies.
On this episode, the team discusses: 💸 Max Mortgage Amount or Comfortability in Your Budget 👬 What makes Brady's team different from other mortgage companies 💵 What is PMI? 📈 Brady gives his opinion on where interest rates will go from here 🏈 Baileigh celebrates her victory in the pre-season Super Bowl bet
🎧 Listen to Brady Haye Mortgage Team Podcast: YouTube: https://www.youtube.com/@BradyHayeMortgageTeam
🔗 Follow Brady Haye Mortgage Team: YouTube: https://www.youtube.com/@BradyHayeMortgageTeam Facebook: https://www.facebook.com/DSMHomeMortgage/ Instagram: https://www.instagram.com/bradyhayemortgageteam TikTok: https://www.tiktok.com/@bradyhayemortgageteam LinkedIn: https://www.linkedin.com/in/brady-haye-537a09a4
*** Brady Haye Mortgage Team is not affiliated with Full Swing Financial or LPL Financial. 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.​ Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value ***
 
 
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 #mortgage #mortgagerates #mortgageadvice #mortgagebroker #mortgagetips #housingmarket #housing #pmi
 

#48 - Tell Us Your Story - Customizing Your Retirement Plan (Part 1)

Full Swing Financial Planning creates specialized retirement plans just for you. Learn more about what we can do for you on this episode!
On this episode, the team discusses: 📝 The first two steps to building a financial plan 💵 Why it's important to have a personalized retirement plan 🎤 The impact that Taylor Swift has had on the NFL 🤔 The parts of retirement people don't think about 🏈 Mahomes vs. Purdy - Who ya got?
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