How to Money with Cole & Baileigh

Baileigh brings the ultimate financial "Would You Rather" game to Cole and grills him with different scenarios. Would you rather have most of your money now, or have it come in slowly over the years? Would you rather invest in the market or real estate? These questions and more in this fun-filled episode.  ** The opinions voiced in this material are for general information only and are not intende...

Ben Crimmins of White Transfer and Storage tells his story of becoming an entrepreneur, the origins of his work ethic, working with family, maintaining a positive mindset, helping manage a family company, and more! 🔗 Follow White Transfer & Storage: Website: https://www.whitetransfer.com Facebook: https://www.facebook.com/p/White-Transfer-Storage-Co-Inc-100080077737033/ At Full Swing Financia...

Cole and Baileigh sit down with Michael Downey from Uncommon Farms to discuss farm succession planning, the common myths about farm succession, rapid-fire questions about best practices, and more! 🔗 Follow Uncommon Farms: Website: https://uncommonfarms.com Facebook: https://www.facebook.com/uncommonfarms/ Instagram: https://www.instagram.com/uncommon_farms/ X: https://x.com/UnCommon_Farms YouTube...

Cole and Baileigh discuss why so many people who are high earners are still living paycheck to paycheck, the importance of budgeting (regardless of income), keeping your expenses in check, and more! 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 D...

Cole and Baileigh discuss 10 different topics that many people fail to understand about retirement. Do your future plans align with your retirement finances? Tune in to find out more! 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...

Cole and Baileigh talk with Patrick Schultz of Clark Capital about why it is important to do estate planning regardless of your income, simple steps to take to evaluate your finances, how estate planning differs for people with businesses, and more! ** Clark Capital and Patrick Schultz are not affiliated with Full Swing Financial or LPL Financial ** 🔗 Follow Clark Capital: Website: https://ccmg.c...

Cole and Baileigh discuss different scenarios where consistency can outperform reactionary investing solely based on emotions and water-cooler talk. Remember, it's TIME IN THE MARKET, not TIMING THE MARKET. ** 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...

Money can be emotional sometimes. There is some psychology behind that. We discuss why people feel certain ways about money, the emotions they go through, and positive mindsets that can help alleviate some stress. 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 1s...

Ordinary families can become millionaires too! This week, we discuss why some families become millionaires, and why some don't. 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 Cole Jaeschke: Cole@fullswingf...

Tax season is here! For those of you who feel like doing your taxes is a daunting task every year, we cover various tax topics for individuals with different financial situations. 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 Phon...

Cole and Baileigh discuss what they would do differently if they started over financially. It's easy to look back at our decisions and want to change them, but unfortunately, we can't. What we can do is set up a plan going forward to help us work towards becoming more comfortable in life. At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your...

Kole Petersen joins us for his last episode of How to Money with Kole and Cole. Starting with episode 101, our show will be called How to Money with Cole and Baileigh. New name, same great podcast content! Sign up to get notified when our podcasts release: contactus@fullswingfp.com At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financi...

This episode covers different ways you can start investing without overthinking it. Let's start 2026 out right! 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...

Every year we make goals, and every year we review those goals to see how we did. In this episode, we cover our 2025 goals and decide which ones we did the best at. We also discuss what mindsets can "move the needle" financially and which ones can be detrimental financially At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial futur...

Baileigh and Cole discuss different scenarios you should ask yourself before your financial journey continues into 2026. On today's episode: 🏈 Philip Rivers Comeback Story ❓ Questions to Ask Yourself Before 2026 💲 Consumer Confidence Report 🤷‍♂️ Why Are You Saving Money? At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial futu...

This week, we discuss a year-end tax checklist to help you get situated for a great 2026. On today's episode: ❓ What are RMDs? 📊 Roth Conversions ⚖️ How to Reallocate 💰 Tax Saving Strategies   ** A Roth IRA conversion—sometimes called a backdoor Roth strategy—is a way to contribute to a Roth IRA when income exceeds standard limits. The converted amount is treated as taxable income and may affec...

Have you ever had questions about your 401(k)? The end of the year is the ideal time to ensure you are well-positioned for success in the years to come. On today's episode: 🤝 Employer Match ⚖️ Traditional vs. Roth 👨‍💼 Retirement Accounts for Self-Employed 📊 Tax Implications At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial f...

Have you ever wondered what the answers are to the most Googled financial questions? This week, Cole and Baileigh answer these questions and more. On today's episode: 🎃 Halloween Recap ⚖️ What are Stocks? 👶 How Do I Teach My Kids About Finances? ❓ Answers to Common Financial Questions At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your f...

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 investor...

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 i...

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: http...

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 E...

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, schola...

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 Planni...

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: Add...