#71 - Seven Things No One Tells You About Retirement

#71 - Seven Things No One Tells You About Retirement

Author: Full Swing Financial Planning December 20, 2024 Duration: 42:51
Kole, Cole, and Baileigh are here to talk about seven things nobody tells you about retirement. On today's episode: πŸŽ„ How Much Americans Spend on Christmas 🎁 Kole, Cole, & Baileigh's Favorite Christmas Gifts πŸ’° Balancing Spending During Retirement βš–οΈ Balancing Free Time in Retirement πŸ‘΄ Feeling Old is Relative ** Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 Β½ may result in a 10% IRS penalty tax in addition to current income tax. 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 prior to age 59 Β½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. ** At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future! πŸ“© 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@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com 🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Linkedin: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast Kole Petersen: https://www.facebook.com/kolefullswingfinancialplanning Cole Jaeschke: https://www.facebook.com/colefullswingfinancialplanning Baileigh Ashbrook: https://www.facebook.com/baileighfullswingfinancialplanning This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com). #HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMondset #Investing101 #DebtFreeJourney

Fort Dodge financial planners Cole and Baileigh from Full Swing Financial Planning host How to Money with Cole & Baileigh, a podcast built on the belief that smart money management should feel accessible, not intimidating. This isn't about Wall Street jargon; it's a practical conversation from the heart of Iowa. You'll hear their straightforward advice on investing, not as a get-rich-quick scheme, but as a steady process for building security. They break down the steps for planning your financial future, offering actionable tips that listeners can adapt to their own goals, whether that's buying a home, saving for education, or preparing for retirement. The dialogue expands beyond personal finance as they regularly sit down with local entrepreneurs, delving into the real-world financial triumphs and challenges of running a business. The result is a well-rounded perspective on money that blends personal strategy with community-driven insights. New episodes of this grounded podcast arrive every other Friday, providing a consistent dose of clarity and encouragement for anyone looking to take a more confident swing at their finances.
Author: Language: English Episodes: 50

How to Money with Cole & Baileigh
Podcast Episodes
#75 - Retirement Derailments: What You Need to Know to Stay on Track (Part 1) [not-audio_url] [/not-audio_url]

Duration: 43:15
Cole and Baileigh discuss common mistakes and events that can derail a retirement. On today's episode: πŸ₯ Unexpected Life Events πŸ“Š Market Volatility 🎈 Inflation 🏈 Go Chiefs *** Asset allocation does not ensure a profit or…
#74 - Harvesting Dreams: The New Owners of Fort Dodge's Community Orchard [not-audio_url] [/not-audio_url]

Duration: 50:02
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 πŸŽƒ The Pumpkin Patch at Community Orchard 🌽 The Corn…
#73 - Retirement Planning: Breaking Down Ten Big Myths [not-audio_url] [/not-audio_url]

Duration: 35:38
Kole, Cole, and Baileigh dispel some common myths about retirement. On today's episode: πŸ₯Ά Cold Weather πŸ—“οΈ 2025 Goals πŸ•΅οΈβ€β™‚οΈ Investigating Retirement Myths πŸ’Έ New Year's Financial Tips 🏈 College Football Playoffs At Full Sw…
#72 - From Plans to Reality: Breaking Down Our 2024 Goals [not-audio_url] [/not-audio_url]

Duration: 41:28
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 πŸ“ˆ NVIDIA vs Netflix πŸ’° Setting Sho…
#69 - The Business of Dentistry: Secrets to Running a Successful Practice [not-audio_url] [/not-audio_url]

Duration: 42:42
Dr. John Clay is a dentist and the owner of Iowa Dental Associates. On today's episode: 🦷 Dr. John Clay Starting His Own Business πŸͺ₯ The Creation of Iowa Dental Associates πŸ’Έ Taking Strategic Risks πŸ“ˆ Changing Systems at Ne…
#67 - The Future of Wellness: Functional Medicine with Rejuvenate Experts [not-audio_url] [/not-audio_url]

Duration: 39:37
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: πŸŒͺ️ ISU Cyclones Sports 🩺 Health and Wellne…