#92 - Are You On Track to Be a Millionaire? Here's How to Find Out

#92 - Are You On Track to Be a Millionaire? Here's How to Find Out

Author: Full Swing Financial Planning October 10, 2025 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: ๐Ÿ‚ October in Iowa ๐Ÿˆ Football Season ๐Ÿš— Milestones to Millionaire ๐Ÿง  Having a Good Mindset ** All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. ** ** This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity, whereas investing in securities is subject to market risk including loss of principal.โ€‹ ** ** Stock investing includes risks, including fluctuating prices and loss of principal.โ€‹ ** ** The rule of 72 is a mathematical concept and does not guarantee investment results nor functions as a predictor of how an investment will perform.ย  It is an approximation of the impact of a targeted rate of return.ย  Investments are subject to fluctuating returns and there is no assurance that any investment will double in value. ** ** Based on The Messenger reader votes. This award is not representative of the views of clients and is not indicative of future performance or services. ** 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