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

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

Author: Full Swing Financial Planning January 4, 2025 Duration: 41:28
How to Money with Cole & Baileigh
BusinessBusiness:Investing
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 directly. The NASDAQ Composite Index measures all NASDAQ domestic and non-U.S. based common stocks listed on The NASDAQ Stock Market. The market value, the last sale price multiplied by total shares outstanding, is calculated throughout the trading day, and is related to the total value of the Index. Stock investing includes risks, including fluctuating prices and loss of principal.​ Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. LPL Financial doesn’t provide research on individual equities. *** 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@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

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How to Money with Cole & Baileigh
Podcast Episodes
#86 - Five Financial "Lies" Many People Tell Themselves [not-audio_url] [/not-audio_url]

Duration: 46:07
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 episo…
#83 - The Five Most Important Foundational Steps in a Financial Plan [not-audio_url] [/not-audio_url]

Duration: 39:16
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…
#81 - Top Ten Budgeting Mistakes Almost Everyone Makes [not-audio_url] [/not-audio_url]

Duration: 34:27
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 ⚖️ H…
#79 - How to Think Like an Investment Pro [not-audio_url] [/not-audio_url]

Duration: 38:04
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 Sma…
#78 - Smart Giving: How Charitable Contributions Impact Your Money [not-audio_url] [/not-audio_url]

Duration: 46:34
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 prom…
#77 - Best of 2024: Top Moments from How to Money [not-audio_url] [/not-audio_url]

Duration: 46:44
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=epe…

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