#91 - More Than Money: Eddie Thompson on Legacy, Values, & Planning Ahead

#91 - More Than Money: Eddie Thompson on Legacy, Values, & Planning Ahead

Author: Full Swing Financial Planning September 26, 2025 Duration: 47:33
Eddie Thompson joins us this week to discuss his estate planning strategy, which focuses on legacy, values, & planning ahead. On today's episode: πŸ—“οΈ Planning Ahead βš–οΈ Assessing Value πŸ’° Estates πŸ§‘β€πŸ§‘β€πŸ§’β€πŸ§’ Passing Along Family Values πŸ”— Follow Thompson & Associates: Website: https://ceplan.com Facebook: https://www.facebook.com/ceplanusa/ X: https://www.twitter.com/ceplanusa LinkedIn: https://www.linkedin.com/company/381182 ** Eddie Thompson is not affiliated with Full Swing Financial Planning or LPL Financial. ** 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 #MoneyMindset #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
#95 - Stop Ignoring Your 401(k): What You Really Need to Know [not-audio_url] [/not-audio_url]

Duration: 47:35
Have you ever had questions about your 401(k)? The end of the year is the ideal time to ensure you are well-positioned for success in the years to come. On today's episode: 🀝 Employer Match βš–οΈ Traditional vs. Roth πŸ‘¨β€πŸ’Ό Re…
#94 - Top 20 Googled Financial Questions Answered [not-audio_url] [/not-audio_url]

Duration: 54:42
Have you ever wondered what the answers are to the most Googled financial questions? This week, Cole and Baileigh answer these questions and more. On today's episode: πŸŽƒ Halloween Recap βš–οΈ What are Stocks? πŸ‘Ά How Do I Teac…
#93 - Your 2025 Year End Money Guide: How to Be Ready for 2026 [not-audio_url] [/not-audio_url]

Duration: 35:38
Cole and Baileigh discuss the importance of a year-end review of your finances. The holidays are coming up, and 2026 is just around the corner. Do you have your finances in order? On today's episode: πŸ—“οΈ Finishing 2025 St…
#92 - Are You On Track to Be a Millionaire? Here's How to Find Out [not-audio_url] [/not-audio_url]

Duration: 45:49
Many of us have thought about how neat it would be to be a millionaire, but few of us have considered the common steps that many people take to achieve this goal. On today's episode: πŸ‚ October in Iowa 🏈 Football Season πŸš—β€¦
#90 - Financial Roadmap: Net Worth, Retirement, & Moving Forward [not-audio_url] [/not-audio_url]

Duration: 46:36
This week, Cole and Baileigh are discussing financial roadmaps. On today's episode: πŸš— A Roadmap for your finances βš–οΈ Net Worth πŸ‘΄ Retirement 🏈 Football is Back! At Full Swing Financial Planning, we are here to empower you…
#89 - Back to School Money Tips: Financial Tools Every Parent Should Know [not-audio_url] [/not-audio_url]

Duration: 43:53
This week Kole and Baileigh discuss financial tools parents can use to help prepare them for the back-to-school season. On today's episode: πŸŽ“ Back to School πŸ“Š 529 Plan Updates πŸ—“οΈ End of Year Planning ** Prior to investin…
#88 - What It Really Means to Live Fully in Retirement [not-audio_url] [/not-audio_url]

Duration: 56:45
Larry McLuckie is a retiree who is living his life to the fullest. On today's episode: πŸ₯³ Living Fully in Retirement βš–οΈ Balancing Feelings in Retirement πŸ’΅ How to Handle Money Emotions in Retirement πŸŽ‰ Trying New Things in…
#87 - Amidst Policy Changes - Financial Wins Start at Home [not-audio_url] [/not-audio_url]

Duration: 46:20
Kole and Baileigh discuss ways individuals can stay on track amidst the recent policy changes passed by the government. On today's episode: βœ‚οΈ Tax Cuts ⬆️ Deduction Increases 🏦 Student Loan Adjustments ⚾️ Ryne Sandberg Q…
#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…