#83 - The Five Most Important Foundational Steps in a Financial Plan

#83 - The Five Most Important Foundational Steps in a Financial Plan

Author: Full Swing Financial Planning June 6, 2025 Duration: 39:16
Kole, Cole, and Baileigh cover important foundational steps everyone could benefit from financially. On today's episode: πŸ₯Ž Softball Talk βš–οΈ Matching Contributions πŸ“– Tracking Expenses πŸ›Ÿ The Importance of Life Insurance 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…
#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: πŸŽ„ How Much Americans Spend on Christmas 🎁 Kole, Cole, & Baileigh's Favorite Christmas Gifts πŸ’° Balancing…
#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…