How to Money with Kole & Cole

#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/ 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
 

#47 - Buy Now, and Call Troy!

Mortgage rates are dropping. Should you buy now? Troy Anderson thinks so!
On this episode, the team discusses: 🏡 Troy's path to becoming owner/broker of Coldwell Bank Fort Dodge 🔄 Troy tells the story of his first flip house 🏠 Mortgage rates are plummeting; is it time to buy? 🏈 The team makes their four picks for the Divisional Round of the NFL playoffs
🔗 Follow Troy Anderson: Facebook: https://www.facebook.com/TroyDAndersonColdwell/ LinkedIn: https://www.linkedin.com/in/troydanderson
*** 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. ​Investments in real estate may be subject to a higher degree of market risk because of concentration in a specific industry, sector or geographical sector. Other risks can include, but are not limited to, declines in the value of real estate, potential illiquidity, risks related to general and economic conditions, stage of development, and defaults by borrower.​ All performance referenced is historical and is no guarantee of future results. Troy Anderson and Coldwell Banker are not affiliated with Full Swing Financial 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).
#FinancialEducation #FinancialPlanning #Investing #personalfinance #financialfreedom #financialliteracy #financialmanagement #financeplanning #finance #financetips #finances #financialindependence #financialgoals #financialsuccess #housingmarket #housing #realestate #realtor #realestateagent #realestatetips #realestatemarket #realestatetips
 

#46 - Save More & Spend Less - It’s That Simple

Happy New Year to all of our listeners! We appreciate your support of the podcast and can't wait to see what this year brings!
On this episode, the team discusses: 🤑 Three steps you can take to a financially successful 2024 ✅ We review our goals from 2023 to see our successes and failures and set new goals for 2024 🏡 Mortgage rates are plummeting; is it time to buy? 🏈 The team makes their 6 game picks for Super Wildcard Weekend
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 #financialgoals #lifegoals #2023goals #2024goals
 

#45 - 2023: Gains, Debts, and New Beginnings

Christmas time is here and it's our last podcast episode of 2023! We've seen tremendous growth this year and we just want to say thank you to all of our listeners who've supported us this year! We hope you enjoy our final episode of 2023 and can't wait to see what 2024 brings!
In episode forty-five the team discusses: 🎄 Our favorite parts of Christmas and the holiday season 💭 The importance of reflecting on your financial successes in 2023 💸 Why so many Americans have accrued debt this year 📋 Your checklist of things to do by December 31st 📈 The great news that the S&P 500 is way up year-to-date and what we'd expect next year 🏈 Where our Super Bowl predictions stand as the playoffs quickly approach
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
 

#44 - ”I’m Not an Entrepreneur, I Just Have Side Hustles” with Wade Lookingbill (Iowa Mr. Basketball 1988)

Today on How to Money with Kole and Cole we have a special guest, "Iowa Mr. Basketball - 1988" Wade Lookingbill. Wade was an Iowa Hawkeye basketball player from 1988-1993 and a Fort Dodge Dodger basketball legend. We are so excited to have him on the podcast and can promise you that you won't want to miss this episode!
In this episode, the group discusses: 🏀 The Fort Dodge Dodgers' magical run to the 1988 state basketball title ⛹🏼 Having the opportunity to play against NBA HOF'ers while playing for the Hawkeyes 👨🏻‍💼 The moment Wade realized that basketball was fun but wouldn't be his career 💰 The effects of NIL and the transfer portal on today's college athletics 📊 Wade's many side hustles and how sports have helped him in his work 📈 The comparison of the markets from January 2023 to December 2023
🔗 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
*** 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. The Dow Jones Industrial Average is comprised of 30 stocks that are major factors in their industries and widely held by individuals and institutional investors. Wade Lookingbill 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).
#FinancialEducation #FinancialPlanning #Investing #personalfinance #financialfreedom #financialliteracy #financialmanagement #financeplanning #finance #financetips #finances #financialindependence #financialgoals #financialsuccess
 

#43 - Spreading Joy Wherever You Go: Matt Johnson - The Director of Happiness

This week we are joined by the Director of Happiness, Matt Johnson! Matt stops by to discuss his entrepreneurial and philanthropic endeavors in Fort Dodge.
In this episode, we discuss: 😁 How a happy attitude can be infectious for those around you 🍱 The development of the Fort Dodge Ford Thanksgiving Meal 🚲 How one boy's gift to Bikes for Tykes touched Matt's heart 🚚 How Meals on Wheels has blessed so many people 🎁 Using the Federal Gift Tax Exemption in your gifting every year
🔗 Follow Fort Dodge Ford, Lincoln, Toyota: Website: https://www.fdford.com Facebook: https://www.facebook.com/FortDodgeFordToyota/ Instagram: https://www.instagram.com/fortdodgefordtoyota/ X: https://www.twitter.com/FortDodgeFord YouTube: https://www.youtube.com/@FDFord
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
 

#42 - BREAKING NEWS! WE HAVE A HUGE ANNOUNCEMENT

In this episode, Kole, Cole, and Baileigh update us on everything happening to make Full Swing Financial Planning a reality! We discuss why Kole, Cole, and Baileigh felt that it was time to launch Full Swing, our new team, what the rebranding will mean for our current clients, who LPL Financial is, what LPL Financial can do for you, and services future clients can expect.
Don't worry! The podcast isn't going anywhere! We will still talk about money management, inflation, interest rates, sports, interview our local entrepreneurs, and much more! We are all very excited and know that the best days are ahead!
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