#79 - How to Think Like an Investment Pro

#79 - How to Think Like an Investment Pro

Author: Full Swing Financial Planning April 11, 2025 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: ๐Ÿ’ฒ Scott Ladner of Horizon Investments โš–๏ธ Making Smart Investments ๐ŸŽ™๏ธ Dollars and Sense ๐Ÿƒ Full Swing Forward 5k/1k ๐Ÿ”— Follow Scott Ladner - Horizon Investments: Website: https://www.horizoninvestments.com/author/sladner/ X: https://www.twitter.com/horizoninvest ** Scott Ladner/Horizon Investments is not affiliated with or endorsed by LPL Financial and Full Swing Financial Planning. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Stock investing includes risks, including fluctuating prices and loss of principal.โ€‹ Advisors may discuss a company, provide data or facts, market related info, company announcements, etc. They may not discuss performance, revenue increases or other language that would imply he is recommending action regarding the stock. ** 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
#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 episoโ€ฆ
#84 - Social Media, Influencers, and Finances: Vetting the "Finfluencers" [not-audio_url] [/not-audio_url]

Duration: 47:45
Baileigh and Cole discuss the good and the bad of social media "finfluencers", how to properly vet financial advice online, and review advice they've overheard online. On today's episode: โš–๏ธ Finding Advice That Applies tโ€ฆ
#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: ๐ŸฅŽ Softball Talk โš–๏ธ Matching Contributions ๐Ÿ“– Tracking Expenses ๐Ÿ›Ÿ The Importance of Life Insurance Atโ€ฆ
#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: ๐Ÿƒ Recapping the 5k/1k Event ๐Ÿ’ต Budgeting Mistakes That Can Cost Thousands ๐Ÿค‘ The Top Overspending Categories โš–๏ธ Hโ€ฆ
#80 - Rollover, Cash Out, or Leave It? Handling Your 401(k) After a Job Change [not-audio_url] [/not-audio_url]

Duration: 34:38
Cole and Beileigh discuss your 401(k) options after leaving an employer. On today's episode: โš–๏ธ What To Do With Your 401(k) When You Leave a Job ๐Ÿ†š Roll It Out vs. Cash It Out vs. Leaving It ๐Ÿงฎ IRA vs. 401(k) ๐Ÿ€ March Madneโ€ฆ
#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 promโ€ฆ
#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! ๐Ÿ‘ฅ Guest Episodes: #51 - https://www.youtube.com/watch?v=4eTUdoQxX0M #64 - https://www.youtube.com/watch?v=epeโ€ฆ