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

#61 - Creating a Financial Plan That is Just Right for You 02.08.2024

After catching up on the first week of the Olympics, we are discussing the ins and outs of Financial Planning for the future given many different scenarios. On today's episode: 🧮 Obtaining quality financial planning ❔ Asking why we own the investments we own 🕰️ Creating goals for your financial future 📝 Planning ahead for unexpected events ⛹️ Our dream Olympic events to participate in At Full S...

#60 - I Just Got Engaged; What Questions Should I Ask 19.07.2024

Having financial goals is important. We do a mid-year check-in to see if Kole and Cole are meeting their personal and financial goals. We also discuss common/difficult financial questions individuals have when they become engaged. On today's episode: 💍 What Questions Should I Be Asking if I'm Engaged  📋 It's Mid-Year Check-In Time - How is Everyone Doing on Their Goals? 📈 What is the Market Lik...

#59 - You're the Owner, We're the GM, and They're the Coaches: Nick Wolfe from Horizon Investments 05.07.2024

Today, we are joined by Nick Wolfe from Horizon Investments, one of the "coaches" we lean on at Full Swing Financial. On today's episode: 💵 What Horizon Investments does for us 👰🏼‍♀️ The dynamic between a client, financial advisors, and their connections 🇺🇸 4th of July spending 🧒 Nick's calling to adopt 🔗 Follow Horizon Investments: Website: https://www.horizoninvestments.com LinkedIn: https:...

#58 - You and Your Spouse Need to Be on the Same Page: The Wives Episode 21.06.2024

Today we are joined by the two people who make this company actually go...Chelsie Jaeschke and Molly Nelson, the wives of Kole and Cole! On today's episode: 💵 The important conversations before getting married 👰🏼‍♀️ What it's like to be married to financial advisors 📝 Staying on the same page financially 💰 Should we have separate or combined finances? 🏀 Wives vs. Husbands 3 on 3...who wins?...

#57 - Easy Financial Steps to Improve Your Life 07.06.2024

The Googler gave us some great tips about personal finances. Listen in as we break them down for you. On today's episode: ⛓️‍💥 Budgeting should be freeing, not restricting 💸 Creating a plan to attack your debt 📈 Where the market stands at the halfway point 💰 What's a stock split?  🏀 The NBA Finals are on deck, who do you got? At Full Swing Financial Planning, we are here to empower you to tak...

#56 - Financially Setting Up Your Children for Success 24.05.2024

Everybody wants their children to be set up for financial success. In this podcast episode, we give some tips and tricks on how to accomplish that. On today's episode: 👨🏻‍💼 Investment options for your children and their schooling 🏢 Student debt is at an all-time high 📖 Non-traditional investment options for your kids 💰 Whatever you do, don't leave it in a savings account ⛳️ Scottie Scheffle...

#55 - Planning for the Unexpected - Customizing Your Retirement Plan (Part 3) 10.05.2024

Full Swing Financial makes specialized retirement plans for anyone. In this episode, learn more about what we can do to help you meet your goals. If you missed parts 1 and 2, listen to episodes 48 and 50 of the podcast to get the full series! Episode 48: https://youtu.be/wdLiHKFNQXQ Episode 50: https://youtu.be/I7PK-8iqpz0 On this episode, the team discusses: 👨🏻‍💻 The importance of a financial...

#53 - It's About More Than Just Money with Special Guest Dave Flattery 12.04.2024

This week, the President of Availa Bank, Dave Flattery, joins us! On today's episode: 👨🏻‍💼 Dave's journey to becoming the President of Availa Bank in Fort Dodge 🏢 The future of commercial real estate 📖 What makes a good leader? 🧑‍🧑‍🧒‍🧒 Faith, faith, and business: what motivates you? 🏀 The Caitlin Clark effect on women's sports ⛳️ The boys way in on the upcoming Master's tournament and m...

#52 - BONUS EPISODE: March is for Madness with Wade Lookingbill 26.03.2024

In this special bonus episode, guest Wade Lookingbill joins Kole, Cole, and Baileigh to break down the first weekend of the NCAA Tournaments and look ahead to the remainder of the tournament! In this episode, the team discusses: 🏀 Can anyone stop UConn or South Carolina? 🏆 How far can the Iowa women and Iowa State men go? 💰 The effect of "Clarkonomics" on Iowa and women's basketball 💫 Audi Cro...

#51 - Times Are Changing with Special Guest Cheryl O'Hern 15.03.2024

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...

#50 - Evaluating Risk - Customizing Your Retirement Plan (Part 2) 01.03.2024

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...

#49 - My Clients Matter Too Much to Just Do It for Money with Guest Brady Haye 16.02.2024

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 t...

#48 - Tell Us Your Story - Customizing Your Retirement Plan (Part 1) 02.02.2024

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 🏈 Mahome...

#47 - Buy Now, and Call Troy! 19.01.2024

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...

#46 - Save More & Spend Less - It’s That Simple 08.01.2024

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 ga...

#45 - 2023: Gains, Debts, and New Beginnings 22.12.2023

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 r...

#44 - ”I’m Not an Entrepreneur, I Just Have Side Hustles” with Wade Lookingbill (Iowa Mr. Basketball 1988) 08.12.2023

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...

#43 - Spreading Joy Wherever You Go: Matt Johnson - The Director of Happiness 20.11.2023

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 ble...

#42 - BREAKING NEWS! WE HAVE A HUGE ANNOUNCEMENT 17.11.2023

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...

#41 - Making an Impact - Dan Scott: CEO of Citizens Community Credit Union 26.10.2023

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 Cross...

#40 - The Birthday Milestones 13.10.2023

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...

#39 - From Fear to Freedom: Building a Legacy at Salty Suz - Special Guest Jacci Hindt 29.09.2023

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 i...

#38 - Understanding the Essentials of an Employee Benefits Package 15.09.2023

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.face...

#37 - Decoding Medicare: Taking Care of Your Future Health 01.09.2023

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...

#36 - The Ultimate Financial Guide to a Successful Job Transition 18.08.2023

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.be...

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