#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: ๐Ÿ—“๏ธ Planning Ahead โš–๏ธ Assessing Value ๐Ÿ’ฐ Estates ๐Ÿง‘โ€๐Ÿง‘โ€๐Ÿง’โ€๐Ÿง’ Passing Along Family Values ๐Ÿ”— 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! 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 #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
#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
#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: ๐Ÿ’ฒ Scott Ladner of Horizon Investments โš–๏ธ Making Smaโ€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