How to Money with Kole & Cole

#27 - Help! I Retired and Forgot to Tell You - Let’s Do a Financial Check-in

Retiring can be scary. Let's discuss some items that should be communicated to your financial advisor before retirement.
In this episode: 📈 How our goals for 2023 are progressing 📅 Why it's important to do a financial check-in 👨🏻‍💻 A simple way to check if you have unclaimed assets 🪪 Will Social Security run out 💸 Whether you should pay off your debt or save for retirement ⛳️ The results for the Master's
Check if you have unclaimed financial assets: https://missingmoney.com
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
 

#26 - Todd Baker: Baker Electric - From Sticky Notes and Moonlighting to Full-time Entrepreneur

Todd Baker of Baker Electric stops by this week to discuss how his business has progressed throughout the years.
In this episode, the group discusses: 💸 Entrepreneurs -High Risk, High Rewards 👷🏻‍♂️ What contributed to Todd Baker’s success? 🗝️ The Key to building a strong team 💵 2022 Contributions Deadline 🏀 Iowa is in the Final Four - GO HAWKEYES!
🔗 Follow Baker Electric: Website: https://bakerelectricoffd.com Facebook: https://www.facebook.com/p/Baker-Electric-of-Fort-Dodge-100087327743886/ LinkedIn: https://www.linkedin.com/company/baker-electric-of-fort-dodge-l.l.c.
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
 

#25 - The SV Bank Collapse & What is a Fiduciary

SV Bank recently found itself in some hot water. Let's talk about it!
In this episode, we discuss: 🏦 The SV Bank Failure and How It Affects You 👨🏻‍💻 What and Who is a Fiduciary 💸 How much does FDIC cover my accounts? 🍾 The Upcoming CFG events! 🏀 Bring on March Madness!
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
 

#24 - Financial Literacy and Making Wise Choices; Special Guest Joey Beech - The Financial Lit Lady

It's not always easy to stay abreast of everything financially. Let's discuss some things we can control, our choices.
In this episode, Kole & Cole discuss: • Financial Literacy- the importance of communication  • How to talk to loved ones about money. • Dollar Cost Averaging Out • Why She Wrote a Girl’s Guide to Personal Finance • Joey’s Golden Nuggets of Personal Finance
🔗 Follow Joey Beech online: Website: https://agirlsguidetofinance.com/ LinkedIn: https://www.linkedin.com/in/joeybeech/ Facebook: https://www.facebook.com/JoeyBeechAuthor Instagram: https://www.instagram.com/joeybeechauthor/
📗 Order Joey's Book: "A Girls Guide to Personal Finance": https://www.amazon.com/Girls-Guide-Personal-Finance/dp/0998920703/
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
 

#23 - We Care About Your Future! What To Expect In Your First Financial Meetings

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
 

#22 - Being Prepared! What to Expect at Your Financial Meetings

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

#21 - Planning for the Future Generation: Special Guest Attorney John Engler

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
 

#20 - New Year, Same Podcast: Financial Goals for Everyone in 2023

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
 

#19 - An Extension of Our Team: Mark Manos - Clark Capital

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
 

#18 - Andy Jansen: Farmers, Legacy Planning, and Money Guide Pro

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