How to Money with Cole & Baileigh

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 legen...

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 Ko...

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 s...

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 ther...

The team discusses the top 10 financial questions that were searched in 2023. In this episode, we discuss: 📈 What is a credit score and how do I improve mine? 💵 How much money should I have saved to start investing and how old should I be? 💳 Should I get a credit card? 🤑 How do I track my investments and my net worth? 💰 How do I ensure I am paying taxes on my investments correctly? 🤔 What is...

Abby Stromberg is the owner of the newest coffee shop in Fort Dodge, Stella's Coffee Bar! In this episode, we discuss: 🕷️ How Abby got the entrepreneur "bug"  😷 The covid-19 pivot ☕️ The future for Stella's Coffee Bar 💭 Advice for other young aspiring entrepreneurs 💸 What the debt ceiling means for us 🔗 Follow Stella's Coffee Bar: Website: https://www.stellascoffeebar.com Facebook: https://ww...

Don't believe everything you read in the paper. Headlines can oftentimes be misleading. Let's look deeper into the news. In this episode, the team discusses: 📰 The importance of not overreacting to a negative headline 🏦 Steps you can take during market volatility 📉 Riding the market wave all the way out 🏠 The increased interest rates and comparisons to previous times 🏌🏼 Kole and Cole's golfin...

This week, we discuss the entrepreneurial story of Cole Jaeschke. In this episode, the group discusses: 👨🏻‍💻 Cole Jaeschke's journey to becoming a "serial entrepreneur" 🏈 Getting cut in football rookie camp and finding a new direction 🏠 Deciding to invest in real estate 📈 Understanding the interest rate hikes 👶🏼 The birth of Caleb and Lilly's baby girl At Full Swing Financial Planning, we...

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 f...

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://ba...

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 fut...

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...

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 Financia...

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 fin...

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...

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 f...

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 Financia...

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 question...

Our 2023 401k Program is a great way to shop local! In this episode, Kole & Cole discuss: • The new Shop Local 401k Campaign • Who oversees the 401k • How we take care of your 401k • Dollars and Sense about the election's effects on the market • What would you do if you won the lottery? At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for you...

Every year, financial information changes. In this episode, we discuss: • Social Security COLA Updates • IRS Updates on 2023 Contributions • Student Loan Forgiveness: What you need to know • Our First Dollars & Cents/Sense! 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: Ad...

Life lessons come in all shapes and sizes. Let's talk about a few life lessons we've learned through the years. In this episode, Kole & Cole discuss: • The journey of Kole and Cole • How they became Financial Advisors • What happened in their life to get them to the path they’re on • Their Favorite Aspect of Advising People • What Habits Create Success At Full Swing Financial Planning, we are...

Bear markets happen from time to time. Let's discuss some things you can do to help take advantage of it. In this episode, we discuss: • Positives of down market or current market conditions • Definition of Bear Market • Buying opportunities • Tax loss harvesting • Diversification / Dividends • Rising Interest Rates • Roth Conversions • Whether to stay in or get out • The importance of working wit...

Craig Jarrard is the store manager and owner of Brown's Shoe Fit in Fort Dodge, Iowa. In this episode, we discuss: • Life as an Entrepreneur • Pivoting the ups and downs of Covid • Craig Jarrard’s History at Brown's Shoe Fit • Impacting others with your success 🔗 Follow Brown's Shoe Fit: Website: https://www.fortdodgeshoes.com Facebook: https://www.facebook.com/brownsfd Instagram: https://www.ins...

Neil Flattery is a local CPA who joins us to discuss different tax implications. In this episode, we discuss: • Taxes in retirement • Tax changes coming to Iowa • 10-year drain rule  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 P...

It's the Q&A Episode. Listen in as Kole and Cole answer your questions! In this episode, we discuss: • How much life insurance should I have? • How much should I invest for retirement? • What is the best way to invest in my kid’s college fund? • The best money advice Kole and Cole have received! At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way...