How to Money with Kole & Cole

#41 - Making an Impact - Dan Scott: CEO of Citizens Community Credit Union

Dan Scott is the CEO of Citizens Community Credit Union.
In this episode, the team discusses with Special Guest Dan Scott: 🎂 What is the difference between a bank and a credit union 🏘️ Making an IMPACT in your community and in your business ⚾️ In Dollars and Sense, Cole discusses how the pitch clock has affected baseball attendance 🏀 Cole and Baileigh share their experience at the Kinnick Crossover
Follow Citizens Community Credit Union: Website: https://www.citizenscu.com Facebook: https://www.facebook.com/citizenscu/
Thank you to BetterHelp for sponsoring How to Money with Kole and Cole! #sponsored Go to www.betterhelp.com/cfg for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help!
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

#40 - The Birthday Milestones

In this episode, the team discusses: 🎂 Understanding the timing of each birthday and what it means for your financial future 🏠 Understanding the housing market deficit and high interest rates 🏀 The Kinnick Crossover this coming weekend 🏈 Iowa State's Brock Purdy and the 49ers are rolling
Thank you to BetterHelp for sponsoring How to Money with Kole and Cole! #sponsored Go to www.betterhelp.com/cfg for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help!
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

#39 - From Fear to Freedom: Building a Legacy at Salty Suz - Special Guest Jacci Hindt

Kole, Cole, and Baileigh are back with another episode and this week they have a special guest - small business owner and serial entrepreneur Jacci Hindt of Gowrie, Iowa. You won't want to miss this episode!!In this episode the team discusses:🥂 Turning the tragedy of losing a best friend and creating a legacy in Salty Suz😰 Understanding how to take your fears and turn it into freedom⏳ The importance of prioritizing your time to be there for what's important🏈 The Denver Broncos giving up 70 points last weekConnect with Jacci Hindt: Salty SuzJacci Addison StudioAddison James Boutique
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!

#38 - Understanding the Essentials of an Employee Benefits Package

The gang is back with another episode and this week it's How to Money with Cole and Baileigh.
In this episode, the group discusses: 💰 What employers need to know when setting up retirement benefits for employees 🩺 How to properly set up healthcare benefits 🧾 The resumption of student loan payments 🏈 NFL Week 1 reactions and SB predictions
See the chart that Baileigh mentioned: https://www.facebook.com/photo/?fbid=817937900118338&set=a.536523181593146
Thank you to BetterHelp for sponsoring How to Money with Kole and Cole! #sponsored Go to www.betterhelp.com/cfg for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help!
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
 

#37 - Decoding Medicare: Taking Care of Your Future Health

This week we are joined by Doreen Coppinger and Linsey Simpson of KHI Solutions to discuss Medicare.
On this episode: 😷 Understanding the wheres, whys, and whens of all things Medicare 👨🏻‍💻 The reasons for meeting with a specialist and not doing it all yourself 💸 Understanding when is the right time to take Social Security 🥵 Enjoying the outrageous heat in Fort Dodge this week
🔗 Follow KHI Solutions: Website: www.khisolutions.com Facebook: https://www.facebook.com/khisolutions X: https://www.twitter.com/khisolutions Phone: 515-576-1800
Thank you to BetterHelp for sponsoring How to Money with Kole and Cole! #sponsored Go to www.betterhelp.com/cfg for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help!
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
 

#36 - The Ultimate Financial Guide to a Successful Job Transition

The team is back with another episode. This is one of the best ones yet!
In this episode, we discuss: 👨🏻‍💻 The questions you should ask when getting a new job 💰 Make sure you take your investments with you when you leave a job 💸 Inflation, inflation, inflation 🏀 Baileigh and Kole finally played a game of 1v1
Thank you to BetterHelp for sponsoring How to Money with Kole and Cole! Go to www.betterhelp.com/cfg for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help!
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: 515-308-4545Email 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
 

#35 - Preparing Your Children for Financial Success

Preparing your children for financial success is an important part of their life. Let's discuss how we can help!
In this episode, the team discusses: 5️⃣2️⃣9️⃣ Ways to financially invest in your child's future 💰 The importance of educating and training your children about finances and investing 🤔 Just because you can spend it doesn't mean you should 🏌🏼 How Caleb ended up with Iowa Hawkeye legend Caitlin Clark's autograph 📈 The historic climb of the DOW
Thank you to BetterHelp for sponsoring How to Money with Kole and Cole! #sponsored Go to www.betterhelp.com/cfg for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help!
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
 

#34 - Understanding the Market: Growth and Value Stocks, Exchanges, and Control

Understanding the market can be challenging. Let's talk about it!
In this episode, we discuss: 🏪 The differences of the NASDAQ, DOW Jones, and S&P 500 🧠 The differences in growth and value stocks 🤑 Understanding the reasons why older people tend to want more control of their assets 🏌🏼 Cole J's big win in the county golf tournament
Thank you to BetterHelp for sponsoring How to Money with Kole and Cole! #sponsored Go to www.betterhelp.com/cfg for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help!
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

#33 - Surround Yourself with Good People: Kole Petersen’s Entrepreneurial Story

Kole Petersen is a financial advisor and co-host of the show. Let's discuss his entrepreneurial story!
In this episode, we discuss: 📈 The state of the market at halftime in 2023 🧠 What person made the most influence on Kole's decisions 🤑 The transition from employee to small business owner 👨🏻‍🦳 How to find a mentor 🏌🏼 Who is cooking on the golf course right now
Thank you to BetterHelp for sponsoring How to Money with Kole and Cole! #sponsored Go to www.betterhelp.com/cfg for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help!
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

#32 - Summer is in Full Swing!

With summer in full swing and the team on vacation, this week's episode is a little different! We decided to highlight our favorite moments of the podcast from 2023! We hope you enjoy this week's episode!
Thank you to BetterHelp for sponsoring How to Money with Kole and Cole! #sponsored Go to www.betterhelp.com/cfg for 10% off your first month of therapy with BetterHelp and get matched with a therapist who will listen and help!
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