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How to Money with Kole & Cole

Full Swing Financial Planning

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Welcome to How to Money with Kole and Cole - the podcast of Full Swing Financial Planning in Fort Dodge, IA. Here Kole, Cole, and Baileigh share their knowledge on investing, discuss how to plan for the future financially, give tips to help you hit your money goals, as well as interview local entrepreneurs about their experiences as business owners! Join us every other Friday for an exciting new episode!
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After catching up on the first week of the Olympics, we are discussing the ins and outs of Financial Planning for the future given many different scenarios. On today's episode: 🧮 Obtaining quality financial planning ❔ Asking why we own the investments we own 🕰️ Creating goals for your financial future 📝 Planning ahead for unexpected events ⛹️ Our d…
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Thanks to all our listeners for following our podcasting journey! On today's episode: 💍 What questions should I be asking if I'm engaged 📋 It's mid year checkin time - how is everyone doing on their goals 📈 What's the market like right now 🇺🇸 At the end of the day, regardless of beliefs, we are all human beings At Full Swing Financial Planning, we …
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This episode tackles the blackout that plunged Super Bowl XLVII into darkness. Was it a technical glitch, as officials claim, or something more sinister? We explore the game's situation, the official explanation, and the wildest conspiracy theories. Tune in to separate fact from fiction in this Super Bowl mystery!…
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Today we are joined by Nick Wolfe from Horizon Investments who is one of the "coaches" we lean on at Full Swing Financial. On today's episode: 💵 What Horizon Investments does for us 👰🏼‍♀️ The dynamic between a client, financial advisors, and their connections 🇺🇸 4th of July spending 🧒 Nick's calling to adopt At Full Swing Financial Planning, we are…
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Today we are joined by the two people who make this company actually go...Chelsie Jaeschke and Molly Nelson, the wives of Kole and Cole! On today's episode: 💵 The important conversations before getting married 👰🏼‍♀️ What it's like to be married to financial advisors 📝 Staying on the same page financially 💰 Should we have separate or combined financ…
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The googler gave us some great tips...we broke them down for you! On today's episode: ⛓️‍💥 Budgeting should be freeing, not restricting 💸 Creating a plan to attack your debt 📈 Where the market stands at the half-way point 💰 What's a split stock 🏀 The NBA Finals are on deck, who do you got? At Full Swing Financial Planning, we are here to empower yo…
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I think it's a goal of just about everyone to make sure you set your children up for financial success On today's episode: 👨🏻‍💼 Investment options for your children and their schooling 🏢 Student debt is at an all time high 📖 Non-traditional investment options for your kids 💰 Whatever you do, don't leave it in a savings account ⛳️ Scottie Scheffler …
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Did you know we make specialized plans just for you? Learn more about what exactly we can do for you on this episode? If you missed part 1 and 2 be sure to listen to episode 49 and 51 of the podcast to get the full series On this episode the team discusses: 👨🏻‍💻 The importance of a financial advisor during the unexpected twists of life ⚾️ When life…
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Today the team is back with another episode of How to Money with Kole and Cole and today we are joined by our first ever remote guest - Founder and CEO of Invst and Best-Selling Author Scott Jarred On today's episode we talk: 👦🏻 Scarcity wasn't what I wanted so I worked hard and made a better life 📌 Finding your why 💰 Building a wealthy mindset 👨🏻‍…
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We're back with another episode and today we are joined by the President of Availa Bank in Fort Dodge - Dave Flattery On today's episode: 👨🏻‍💼 Dave's journey to becoming the President of Availa Bank in Fort Dodge 🏢 The future of commercial real estate 📖 What makes a good leader? 🧑‍🧑‍🧒‍🧒 Faith, faith, and business: what motivates you? 🏀 The Caitlin …
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🚨 Attention How to Money Listeners! 🚨 If you love hoops this episode is for you! In this special bonus episode the Full Swing team and special guest Wade Lookingbill break down the first weekend of the NCAA Tournaments and look ahead to the remainder of the tournament! In this episode the team discusses: 🏀 Can anyone stop UConn or South Carolina? 🏆…
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We're back with another episode and today we are joined by the owner of our marketing company, Cheryl O'Hern, and Spin Markket. On today's episode: 🏀 March Madness Bracket: Join the How to Money Bracket Challenge! Enter for a chance to win some Full Swing Merch! 📖 History of Spin Markket: Why did Cheryl start it? 💻 Digital Marketing: the ever-chang…
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Did you know we make specialized retirement plans for every client? Learn more about what exactly we can do for you on this episode! On today's episode: 📝 How we take what we've heard from our meetings and implement them into your plan 💵 Choosing the right investments based off of risk 💰 Being prepared for taxes 🏀 Will Caitlin go pro? 🎂 Sharing a b…
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We have another great episode of How to Money with Kole and Cole with a special guest Brady Haye - the lead of the Brady Haye Mortgage Team On this episode the team discusses: 💸 Max Mortgage Amount < Comfortability in Your Budget 👬 What makes Brady's team different from other mortgage companies 💵 What is PMI? 📈 Brady gives his opinion on where inte…
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Did you know we make specialized plans just for you? Learn more about what exactly we can do for you on this episode? On this episode the team discusses: 📝 The first 2 steps to building a financial plan 💵 Why it's important for you to have a personalized retirement plan 🎤 The impact that Taylor Swift has had on the NFL 🤔 The parts of retirement peo…
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Mortgage rates are dropping. Should you buy now? Troy Anderson thinks so! On this episode the team discusses: 🏡 Troy's path to becoming owner/broker of Coldwell Bank Fort Dodge 🔄 Troy tells the story of his first flip house 🏠 Mortgage rates are plummeting; is it time to buy? 🏈 The team makes their 4 picks for the Divisional Round of the NFL playoff…
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Happy New Year to all of our listeners! We appreciate you listening to the podcast so much and can't wait to see what this year brings! On this episode the team discusses: 🤑 Three steps you can take to a financially successful 2024 ✅ We review our goals from 2023 to see our successes and failures and set new goals for 2024 🏡 Mortgage rates are plum…
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Christmas-time is here and it's our last podcast episode of 2023! We've seen tremendous growth this year and we just want to say thank you to all of our listeners who've supported us this year! We hope you enjoy our final episode of 2023 and can't wait to see what 2024 brings! On episode forty-five the team discusses: 🎄 Our favorite parts of Christ…
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Today on How to Money with Kole and Cole we have a special guest, "Iowa Mr. Basketball-1988" Wade Lookingbill. Wade was an Iowa Hawkeye basketball player from 1988-1993 and a Fort Dodge Dodger basketball legend. We are so excited to have him on the podcast and can promise you that you won't want to miss this episode! On this episode the group discu…
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In this episode Kole, Cole, and Baileigh are joined by a special guest - The Director of Happiness: Matt Johnson! Listen in as the team interviews Matt to hear all about his entrepreneurial and philanthropic endeavors in Fort Dodge. In this episode we discuss: 😁 How a happy attitude can be infectious for those around you 🍱 The development of the Fo…
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ICYMI - We made a huge announcement on Wednesday! We are launching our new brand - Full Swing Financial Planning! In this episode Kole, Cole, and Baileigh bring you up to date on all that's been happening to make FSFP a reality! In this episode we discuss why Kole, Cole, and Baileigh felt that it was time to launch Full Swing, who on the team is go…
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In this episode the team discusses with Special Guest Dan Scott: 🎂 What is the difference between a bank and a credit union 🏘️ Making a IMPACT in your community and in your business ⚾️ In Dollars and Sense, Cole discusses how the pitch clock has affected baseball attendance 🏀 Cole and Baileigh share about their experience at the Kinnick Crossover A…
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In this episode the team discusses: 🎂 Understanding the timing of each birthday and what it means for your financial future 🏠 Understanding the housing market deficit and high interest rates 🏀 The Kinnick Crossover this coming weekend 🏈 Iowa State's Brock Purdy and the 49ers are rolling At Full Swing Financial Planning, we are here to empower you t…
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Kole, Cole, and Baileigh are back with another episode and this week they have a special guest - small business owner and serial entrepreneur Jacci Hindt of Gowrie, Iowa. You won't want to miss this episode!! In this episode the team discusses: 🥂 Turning the tragedy of losing a best friend and creating a legacy in Salty Suz 😰 Understanding how to t…
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The gang is back with another episode and this week it's How to Money with Cole and Baileigh. On this episode the group discusses 💰 What employers need to know when setting up retirement benefits for employees 🩺 How to properly set up healthcare benefits 🧾 The resumption of student loan payments 🏈 NFL Week 1 reactions and SB predictions See the cha…
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The team is back with another episode and it's all things medicare. We are missing Cole this morning but he'll be back next week. On this episode Kole and Baileigh have a great conversation with Doreen Coppinger and Linsey Simpson: 😷 Understanding the wheres, whys, and whens about all things medicare 👨🏻‍💻 The reasons for meeting with a specialist a…
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The team is back with another episode and it is one of the best ones yet! On this episode Kole, Cole, Baileigh, and Caleb discuss the following topics: 👨🏻‍💻 The questions you should ask when getting a new job 💰 Making sure you take your investments with you when you leave a job 💸 Inflation, inflation, inflation 🏀 Baileigh and Kole finally played a …
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The team is back with another episode and it is one of the best ones yet! On this episode Kole, Cole, Baileigh, and Caleb discuss the following topics: 5️⃣2️⃣9️⃣ Ways to financially invest in your child's future 💰 The importance of educating and training your children about finances and investing 🤔 Just because you can spend it doesn't mean you sho…
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On this episode of How to Money with Kole and Cole, the team discusses the process of understanding the market On this episode we discuss: 🏪 The differences of the NASDAQ, DOW Jones, and S&P 500 🧠 The differences in growth and value stocks 🤑 Understanding the reasons why older people tend to want more control of their assets 🏌🏼 Cole J's big win in …
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On this episode of How to Money with Kole and Cole, Kole Petersen got to share his entrepreneurial story On this episode we discuss: 📈 The state of the market at halftime in 2023 🧠 What person made the most influence on Kole's decisions 🤑 The transition from employee to small business owner 👨🏻‍🦳 How to find a mentor 🏌🏼 Who is cooking on the golf co…
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With summer in full swing and the team on vacations this week's episode is just a little different! We decided to highlight our favorite moments of the podcast from 2023 thus far! We hope you enjoy this week's episode and we will be back fresh and ready to go July 7! At Full Swing Financial Planning, we are here to empower you to take control of yo…
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On this episode of How to Money with Kole and Cole the team had a great conversation about the Top 10 Financial Questions that were searched in the year 2023 On this episode we discuss the following questions: 📈 What is a credit score and how do I improve mine? 💵 How much money should I have saved to start investing and how old should I be? 💳 Shoul…
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On this episode of How to Money with Kole and Cole the team sits down with Abby Stromberg, the owner of the newest coffee shop in Fort Dodge: Stella's Coffee Bar! On this episode we discuss: 🕷️ How Abby got the entrepreneur "bug" 😷 The covid-19 pivot ☕️ The future for Stella's Coffee Bar 💭 Advice for other young aspiring entrepreneurs 💸 What the de…
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We are back with another episode of How to Money with Kole and Cole and it is a great one! On this episode of the team discusses: 📰 The importance of not overreacting to a negative headline 🏦 Steps you can take during market volatility 📉 Riding the market wave all the way out 🏠 The increased interest rates and comparisons to previous times 🏌🏼 Kole …
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In this episode of How to Money with Kole and Cole, the group discusses: 📈 Cole Jaeschke's journey to becoming a "serial entrepreneur" 🏈 Getting cut in football rookie camp and finding a new direction 🏠 Deciding to invest in real estate ⛳️ Understanding the interest rate hikes 👶🏼 The birth of Caleb and Lilly's baby girl At Full Swing Financial Plan…
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In this episode of How to Money with Kole and Cole, the group discusses: 📈 How our goals for 2023 are progressing 📅 Why it's important to do a financial check-in 👨🏻‍💻 A simple way to check if you have unclaimed assets 🪪 Will Social Security run out 💸 Whether you should pay off your debt or save for retirement ⛳️ The results for the Master's Check i…
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In this episode Kole & Cole Interview Todd Baker of Baker Electric 💸 Entrepreneur’s -High Risk, High Rewards 👷🏻‍♂️ What contributed to Todd Baker’s success? 🗝️ The Key to building a strong team 💵 2022 Contributions Deadline 🏀 Iowa is in the Final Four - GO HAWKEYES! At Full Swing Financial Planning, we are here to empower you to take control of you…
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In this episode Kole, Cole, and Baileigh discuss: 🏦 The SV Bank Failure and How it Affects You 👨🏻‍💻 What and Who is a Fiduciary 💸 How much does FDIC cover my accounts? 🍾 The Upcoming CFG events! 🏀 Bring on March Madness! At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future! I…
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In this episode Kole & Cole discuss: Financial Literacy- the importance of communication How to talk to loved ones about money. Dollar Cost Averaging Out Why She Wrote a Girl’s Guide to Personal Finance Joey’s Golden Nuggets of Personal Finance At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for …
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In this episode Kole & Cole discuss: Why budget, and what does it entail? Do you have the right insurance into place? Mortgage payment tip! What is the opportunity of a meeting with a financial planner Reacting to the Super Bowl and coaching changes At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way,…
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In this episode Kole & Cole discuss: What does the process of a financial plan look like and why? The Importance’s of Pre-Retires to be prepared before retirement. Active vs Passive Investing What do you want retirement to look like? The CFG Team makes their Super Bowl predictions! At Full Swing Financial Planning, we are here to empower you to tak…
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On Episode 21 Kole, Cole, Baileigh, and John discuss: To have a will, trust, or both? What happens to my assets without a will or trust in place Changes to gifting amounts The 5 Year Look Back Rule Their 2023 Super Bowl predictions ahead of the Divisional round of the NFL Playoffs At Full Swing Financial Planning, we are here to empower you to take…
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