How to Money with Cole & Baileigh

Tax Laws around retirement can be confusing. Let's discuss some hot-button issues and topics. In this episode, we discuss: • How does Income work in Retirement • Retirement Distributions   • Iowa State Law Tax Changes That Can Impact You! • What is an RMD? • Sports Talk At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!...

This week John Engler of Johnson Law stops by to discuss what he sees while helping people prepare their finances for the future. In this episode, we discuss: • Estate planning • Wills • Trusts 🔗 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 c...

How to Money with Kole and Cole have a conversation about current and personal finance with sports talk in the mix. In this episode, Kole & Cole discuss: • Baileigh Ashbrook’s Role at CFG • Women Financial Advisors • Securities Exams: SIE, Series 7, Series 63, Series 65, Life & Health • CFG’s Growing Team At Full Swing Financial Planning, we are here to empower you to take control of your...

Cryptocurrencies and Alternative Investments have been all over the news lately. Let's talk about them! In this episode, Kole & Cole discuss: • What is an Alternative Investment • Cryptocurrencies • Should I Be Investing in Crypto? Why Is This a Hot Topic? • Real Estate, Gold, and Other Alternative Investments • The Importance of Diversification At Full Swing Financial Planning, we are here to...

Today we are joined by Patrick O'Rourke! In this episode, we discuss: • The History of CFG Financial Group • Pat’s History in the Finance Business • How financial Strategies have changed • How interest rates and the market have changed 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 Plan...

The economy, inflation, the stock market, and how they are interconnected. Let's talk about it. In this episode, we discuss: • How the Stock Market Works • Inflation, controlling your finances • How to handle Uneasy times in the market • The importance of having a financial plan At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial...

Legacy planning can be tough to do. Let's talk about it and take some weight off your shoulders. In this episode, we discuss: • Life Insurance • Legacy Planning • Planning for the Unexpected 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...

Everybody wants to retire someday. We are here to help! In today's episode, we discuss: • IRAs • 401K's 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 Jaeschk...

In this episode, we discuss: • The History of CFG • Why Cole Jaeschke became a Financial Advisor • Final Four Picks 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...

Welcome to How to Money with Kole and Cole. The podcasting home of the Full Swing Financial! 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@ful...