#76 - Retirement Derailments: Don't Let Bad Decisions Pull the Brakes on Your Future (Part 2)

#76 - Retirement Derailments: Don't Let Bad Decisions Pull the Brakes on Your Future (Part 2)

Author: Full Swing Financial Planning February 28, 2025 Duration: 37:37
Baileigh and Cole sit down this week to complete part 2 of their "Retirement Derailment" series. On today's episode: โš–๏ธ Maximizing Contributions ๐Ÿ‘ถ Start Saving Young ๐Ÿ“Š Sticking to Your Plan ๐Ÿˆ Super Bowl Recap Part 1: https://youtu.be/p07QoKPx5F0 *** Asset allocation does not ensure a profit or protect against a loss. 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 ยฝ 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! ๐Ÿ“ฉ 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 ๐ŸŒ 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: ๐Ÿฅ Unexpected Life Events ๐Ÿ“Š Market Volatility ๐ŸŽˆ Inflation ๐Ÿˆ Go Chiefs *** Asset allocation does not ensure a profit orโ€ฆ
#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: ๐Ÿ Fort Dodge's Community Orchard ๐ŸŽ The Apple Attic at Community Orchard ๐ŸŽƒ The Pumpkin Patch at Community Orchard ๐ŸŒฝ The Cornโ€ฆ
#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: ๐Ÿฅถ Cold Weather ๐Ÿ—“๏ธ 2025 Goals ๐Ÿ•ต๏ธโ€โ™‚๏ธ Investigating Retirement Myths ๐Ÿ’ธ New Year's Financial Tips ๐Ÿˆ College Football Playoffs At Full Swโ€ฆ
#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: ๐Ÿง Recapping Our 2024 Goals ๐Ÿคฉ Our Favorite Episodes of 2024 ๐Ÿˆ College Football Picks ๐Ÿ“ˆ NVIDIA vs Netflix ๐Ÿ’ฐ Setting Shoโ€ฆ
#71 - Seven Things No One Tells You About Retirement [not-audio_url] [/not-audio_url]

Duration: 42:51
Kole, Cole, and Baileigh are here to talk about seven things nobody tells you about retirement. On today's episode: ๐ŸŽ„ How Much Americans Spend on Christmas ๐ŸŽ Kole, Cole, & Baileigh's Favorite Christmas Gifts ๐Ÿ’ฐ Balancingโ€ฆ
#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: ๐Ÿฆท Dr. John Clay Starting His Own Business ๐Ÿชฅ The Creation of Iowa Dental Associates ๐Ÿ’ธ Taking Strategic Risks ๐Ÿ“ˆ Changing Systems at Neโ€ฆ
#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: ๐ŸŒช๏ธ ISU Cyclones Sports ๐Ÿฉบ Health and Wellneโ€ฆ