How to Money with Cole & Baileigh

How to Money with Cole & Baileigh

Author: Full Swing Financial Planning Language: English Episodes: 100
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.
Episodes
#18 - Andy Jansen: Farmers, Legacy Planning, and Money Guide Pro [not-audio_url] [/not-audio_url]

Duration: 37:25
In this episode Kole & Cole will be discussing with special guest Andy Jansen: Andy Jansen Discuss Money Guide Pro & Riskalyze Succession Planning for Clients Legacy Planning, passing down Dollars & Cents/Sense – the Mar…
#17 - Shop Local! Our 2023 401k Program [not-audio_url] [/not-audio_url]

Duration: 33:35
Our 2023 401k Program is a great way to shop local! In this episode, Kole & Cole discuss: • The new Shop Local 401k Campaign • Who oversees the 401k • How we take care of your 401k • Dollars and Sense about the election'…
#15 - Wholesome Life Lessons with Kole and Cole [not-audio_url] [/not-audio_url]

Duration: 44:05
Life lessons come in all shapes and sizes. Let's talk about a few life lessons we've learned through the years. In this episode, Kole & Cole discuss: • The journey of Kole and Cole • How they became Financial Advisors •…
#14 - What to Do in a Bear Market or a Down Market [not-audio_url] [/not-audio_url]

Duration: 33:16
Bear markets happen from time to time. Let's discuss some things you can do to help take advantage of it. In this episode, we discuss: • Positives of down market or current market conditions • Definition of Bear Market •…
#12 - Taxes and the Ten Year Rule with Guest Neil Flattery [not-audio_url] [/not-audio_url]

Duration: 35:21
Neil Flattery is a local CPA who joins us to discuss different tax implications. In this episode, we discuss: • Taxes in retirement • Tax changes coming to Iowa • 10-year drain rule At Full Swing Financial Planning, we a…
#11 - The Q&A Episode [not-audio_url] [/not-audio_url]

Duration: 39:57
It's the Q&A Episode. Listen in as Kole and Cole answer your questions! In this episode, we discuss: • How much life insurance should I have? • How much should I invest for retirement? • What is the best way to invest in…
#10 - Income Planning: Retirement, RMDs, Tax Laws [not-audio_url] [/not-audio_url]

Duration: 35:06
Tax Laws around retirement can be confusing. Let's discuss some hot-button issues and topics. In this episode, we discuss: • How does Income work in Retirement • Retirement Distributions • Iowa State Law Tax Changes That…

«1...78910