Full Swing Financial Planning

How to Money with Cole & Baileigh

Business EN ↓ 110 episodes

Welcome to How to Money with Cole & Baileigh - the podcast of Full Swing Financial Planning in Fort Dodge, IA. Here, Cole and Baileigh share their knowledge on investing, discuss how to plan for the future financially, offer tips to help you work towards hitting your money goals, and interview local entrepreneurs about their experiences as business owners! Join us every other Friday for an exciting new episode!

Author

Full Swing Financial Planning

Category

Business

Latest episode

Jul 3, 2026

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Episodes

#86 - Five Financial "Lies" Many People Tell Themselves 18.07.2025

The gang's all here this week! We discuss ways individuals convince themselves that their finances are not in order, when in all actuality, those individuals just need to reframe their thought processes. On today's episode: ⚾️ Sports Talk 💰 Most Millionaires are Self-Made ⚖️ Correcting Bad Financial Thinking 📊 Budgeting Methods At Full Swing Financial Planning, we are here to empower you to tak...

#85 - From Fitness to Fortitude: The Entrepreneurial Journey of Josh Mason 04.07.2025

Josh Mason, owner of Active Health Clinics, Optic Ink, Anytime Fitness Fort Dodge, and CrossFit Fort Dodge, stops by to discuss how his entrepreneurial journey started, being prepared for new opportunities in business, balancing work and family life, and more! On today's episode: 💪 Working Hard to Reach Your Goals 📊 Being Prepared for Opportunities 🧑‍🧑‍🧒‍🧒 Balancing Work Life and Family Life...

#84 - Social Media, Influencers, and Finances: Vetting the "Finfluencers" 20.06.2025

Baileigh and Cole discuss the good and the bad of social media "finfluencers", how to properly vet financial advice online, and review advice they've overheard online. On today's episode: ⚖️ Finding Advice That Applies to You 💰 Deciphering Who the Advice Pertains to 🛑 Not Buying Into Sales Pitches ⚾️ Cal Ripken Jr.'s Streak 🏀 WNBA Discussion At Full Swing Financial Planning, we are here to emp...

#83 - The Five Most Important Foundational Steps in a Financial Plan 06.06.2025

Kole, Cole, and Baileigh cover important foundational steps everyone could benefit from financially. On today's episode: 🥎 Softball Talk ⚖️ Matching Contributions 📖 Tracking Expenses 🛟 The Importance of Life Insurance 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:...

#82 - From Job Security to Family Legacy: Leading Moeller Furnace & Air into the Future 23.05.2025

Kole and Baileigh sit down with Nate Moeller of Moeller Furnace & Air. On today's episode: ⏳ Over 100 Years of Service ☺️ Values and Work Ethics 🔥 Heat for the Holidays 🏢 The New Moeller Location 🔗 Follow Moeller Furnace & Air: Website: https://www.moellerfurnace.com Facebook: https://www.facebook.com/MoellerFurnaceAir At Full Swing Financial Planning, we are here to empower you to tak...

#81 - Top Ten Budgeting Mistakes Almost Everyone Makes 09.05.2025

Kole, Cole, and Baileigh weigh in on the top ten budgeting mistakes that everyone makes. On today's episode: 🏃 Recapping the 5k/1k Event 💵 Budgeting Mistakes That Can Cost Thousands 🤑 The Top Overspending Categories ⚖️ How to Help Make a Budget Stick 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 Sw...

#80 - Rollover, Cash Out, or Leave It? Handling Your 401(k) After a Job Change 25.04.2025

Cole and Beileigh discuss your 401(k) options after leaving an employer. On today's episode: ⚖️ What To Do With Your 401(k) When You Leave a Job 🆚 Roll It Out vs. Cash It Out vs. Leaving It 🧮 IRA vs. 401(k) 🏀 March Madness Talk 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:...

#79 - How to Think Like an Investment Pro 11.04.2025

Scott Ladner from Horizon Investments joins How to Money this week to discuss how to make smart investments when policies are impacting the markets. On today's episode: 💲 Scott Ladner of Horizon Investments ⚖️ Making Smart Investments 🎙️ Dollars and Sense 🏃 Full Swing Forward 5k/1k 🔗 Follow Scott Ladner - Horizon Investments: Website: https://www.horizoninvestments.com/author/sladner/ X: https:...

#78 - Smart Giving: How Charitable Contributions Impact Your Money 28.03.2025

Kole, Cole, and Baileigh weigh in on charitable contributions, the benefits making a contribution can have at tax time, and more! They even do a Zoom call with Abby Coppola of Children's Cancer Connection of Iowa to promote an upcoming 5k event. On today's episode: 🏃 The Full Swing Forward 5k 💻 Zoom Call with Children's Cancer Connection ❄️ Crazy Iowa Weather 🎗️ Getting the Most Out of Your Char...

#77 - Best of 2024: Top Moments from How to Money 14.03.2025

Baileigh recaps How to Money's most popular episodes from 2024 by featuring clips from each of those episodes! 👥 Guest Episodes: #51 - https://www.youtube.com/watch?v=4eTUdoQxX0M #64 - https://www.youtube.com/watch?v=epeeGIYk64M #69 - https://www.youtube.com/watch?v=8pU9w4Le2-8 #67 - https://www.youtube.com/watch?v=bLN2Uo3IemQ 👤 Solo Episodes: #65 - https://www.youtube.com/watch?v=MokeEiqnm3Q #7...

#76 - Retirement Derailments: Don't Let Bad Decisions Pull the Brakes on Your Future (Part 2) 28.02.2025

Baileigh and Cole sit down this week to complete part 2 of their "Retirement Derailment" series. On today's episode: ⚖️ Maximizing Contributions 👶 Start Saving Young 📊 Sticking to Your Plan 🏈 Super Bowl Recap Part 1: https://youtu.be/p07QoKPx5F0 *** Asset allocation does not ensure a profit or protect against a loss. A Roth IRA offers tax deferral on any earnings in the account. Qualified withd...

#75 - Retirement Derailments: What You Need to Know to Stay on Track (Part 1) 14.02.2025

Cole and Baileigh discuss common mistakes and events that can derail a retirement. On today's episode: 🏥 Unexpected Life Events 📊 Market Volatility 🎈 Inflation 🏈 Go Chiefs *** Asset allocation does not ensure a profit or protect against a loss. 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...

#74 - Harvesting Dreams: The New Owners of Fort Dodge's Community Orchard 31.01.2025

Denny and Emily Stucky are the new owners of Fort Dodge's Community Orchard. On today's episode: 🍏 Fort Dodge's Community Orchard 🍎 The Apple Attic at Community Orchard 🎃 The Pumpkin Patch at Community Orchard 🌽 The Corn Maze at Community Orchard 🍾 New Apple Cider Drinks 🔗 Follow The Community Orchard: Website: https://www.communityorchard.com Facebook: https://www.facebook.com/thecommunityo...

#73 - Retirement Planning: Breaking Down Ten Big Myths 17.01.2025

Kole, Cole, and Baileigh dispel some common myths about retirement. On today's episode: 🥶 Cold Weather 🗓️ 2025 Goals 🕵️‍♂️ Investigating Retirement Myths 💸 New Year's Financial Tips 🏈 College Football Playoffs 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...

#72 - From Plans to Reality: Breaking Down Our 2024 Goals 03.01.2025

Kole, Cole, and Baileigh break down their 2024 goals. Who do you think did better? On today's episode: 🧐 Recapping Our 2024 Goals 🤩 Our Favorite Episodes of 2024 🏈 College Football Picks 📈 NVIDIA vs Netflix 💰 Setting Short, Mid, and Long-Term Goals *** All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directl...

#71 - Seven Things No One Tells You About Retirement 20.12.2024

Kole, Cole, and Baileigh are here to talk about seven things nobody tells you about retirement. On today's episode: 🎄 How Much Americans Spend on Christmas 🎁 Kole, Cole, & Baileigh's Favorite Christmas Gifts 💰 Balancing Spending During Retirement ⚖️ Balancing Free Time in Retirement 👴 Feeling Old is Relative ** Contributions to a traditional IRA may be tax deductible in the contribution ye...

#70 - Replay: Dr. Jesse Ulrich Has Something to Say About Going to College 06.12.2024

This episode is a replay of our most popular episode from 2024, which featured Iowa Central Community College President Dr. Jesse Ulrich.  This week, Iowa Central Community College President Dr. Jesse Ulrich joins us to discuss a wide range of topics related to post-secondary education. On today's episode: 💵 The best ways to avoid student loans 💰 The best course of action for those with student...

#69 - The Business of Dentistry: Secrets to Running a Successful Practice 22.11.2024

Dr. John Clay is a dentist and the owner of Iowa Dental Associates. On today's episode: 🦷 Dr. John Clay Starting His Own Business 🪥 The Creation of Iowa Dental Associates 💸 Taking Strategic Risks 📈 Changing Systems at New Locations 🏈 Sports Talk 🔗 Follow Iowa Dental Associates: Website: https://www.iowada.com Facebook: https://www.facebook.com/iowada1 Instagram: https://www.instagram.com/iow...

#68 - Non-Invasive Beauty Solutions: What to Expect from Med Spa Express Treatments 08.11.2024

Jordyn Harman is the owner of Med Spa Express in Pocahontas, Iowa. On today's episode: 🩺 Jordyn's Prior Employment in the Healthcare Industry 📊 How did Med Spa Express Start? 😷 Jordyn's Training 💉 The Wide Range of Services Med Spa Express Offers 🔗 Follow Med Spa Express: Website: https://www.medspaexpress.net Facebook: https://www.facebook.com/MedSpaExpressJH/ Instagram: https://www.instagra...

#67 - The Future of Wellness: Functional Medicine with Rejuvenate Experts 25.10.2024

Andrea Oswald and Mackenzie Ramthun of Rejuvenate Health + Wellness stop by to discuss how Rejuvenate Health + Wellness can improve your health and wellness. On today's episode: 🌪️ ISU Cyclones Sports 🩺 Health and Wellness ⚖️ Weight Loss 💉 Botox 💰 A Nearly $50 Billion Industry 🔗 Follow Rejuvenate Health + Wellness: Website: https://rejuvenatefd.com Facebook: https://www.facebook.com/rejuvenate...

#66 - From Scratch to Success: A Family Recipe in Growing the Insurance Business - Guest: Ryan Smith 11.10.2024

Ryan Smith, President of Kingsgate Insurance, joins us this week to discuss how Kingsgate started as a family-owned business and progressed to where it is today. On Today's Episode: ⚾️ Baseball Talk 🎓 Working After College 🌽 Having Insurance Roots in Agriculture 🌪️ How Disasters Can Impact the Industry ⚖️ Being a Generalist vs. Being a Specialist 🔗 Follow Kingsgate Insurance: Website: https://...

#65 - Personal Finance Statements Everyone Makes 27.09.2024

Kole, Cole, and Baileigh discuss common statements people make about their personal finances. Sometimes these statements can have underlying implications. Sometimes it depends on how the statement is said. Regardless, these statements have impacts on the people saying them and the people hearing them. On today's episode: 🏈 NFL Talk ⌚️ Starting Investing Early 🙋‍♂️ Making Your Own Financial Goal...

#64 - Mark Campbell: Pouring Into His Community as a Supervisor and Business Owner 13.09.2024

Mark Campbell stops by this week to discuss what it's like to be a county supervisor, how the county aims to help all communities in Webster County, events at Amigos, and more! On today's episode: 🌊 Amigos Giving Back to the Community 🎰 Casino Discussions 📊 Economic Outcomes of Elections 🏈 Super Bowl Picks 🎓 Mark's ICCC HOF Induction 🔗 Follow Amigos: Website: https://amigosfdreviews.com Face...

#63 - Don't Count On an Inheritance - Have a Plan for You 30.08.2024

Big or small, it's important to have a plan for an inheritance. This week Cole and Baileigh discuss steps individuals can take when coming into an inheritance, legacy planning, and more! On today's episode: 🥇 Having a plan for YOU 🏦 Managing money in a place you're comfortable with 🗣️ Discussing your options with professionals ⛳️ Eddie Doyle qualifying for USGA Mid-Amateur 💰 What would Baileig...

#62 - Dr. Jesse Ulrich Has Something to Say About Going to College 16.08.2024

We are joined by Iowa Central Community College President Dr. Jesse Ulrich this week to discuss a multitude of topics relating to post-secondary education. On today's episode: 💵 The best ways to avoid student loans 💰 The best course of action for those with student loans ⚖️ Comparing costs of community colleges and universities 🎓 Why graduating from a community college is beneficial 🇺🇸 What Oly...

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