Kole and Baileigh sit down with Nate Moeller of Moeller Furnace & Air.

On today's episode: ⏳ Over 100 Years of Service ☺️ Values and Work Ethics 🔥 Heat for the Holidays 🏢 The New Moeller Location

🔗 Follow Moeller Furnace & Air: Website: https://www.moellerfurnace.com Facebook: https://www.facebook.com/MoellerFurnaceAir

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 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 #MoneyMondset #Investing101 #DebtFreeJourney

Kole, Cole, and Baileigh weigh in on the top ten budgeting mistakes that everyone makes.

On today's episode: 🏃 Recapping the 5k/1k Event 💵 Budgeting Mistakes That Can Cost Thousands 🤑 The Top Overspending Categories ⚖️ How to Help Make a Budget Stick

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 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 #MoneyMondset #Investing101 #DebtFreeJourney

Cole and Beileigh discuss your 401(k) options after leaving an employer.

On today's episode: ⚖️ What To Do With Your 401(k) When You Leave a Job 🆚 Roll It Out vs. Cash It Out vs. Leaving It 🧮 IRA vs. 401(k) 🏀 March Madness Talk

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 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 #MoneyMondset #Investing101 #DebtFreeJourney

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: 💲 Scott Ladner of Horizon Investments ⚖️ Making Smart Investments 🎙️ Dollars and Sense 🏃 Full Swing Forward 5k/1k

🔗 Follow Scott Ladner - Horizon Investments: Website: https://www.horizoninvestments.com/author/sladner/ X: https://www.twitter.com/horizoninvest

** Scott Ladner/Horizon Investments is not affiliated with or endorsed by LPL Financial and Full Swing Financial Planning. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Stock investing includes risks, including fluctuating prices and loss of principal.​ Advisors may discuss a company, provide data or facts, market related info, company announcements, etc. They may not discuss performance, revenue increases or other language that would imply he is recommending action regarding the stock. **

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 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 #MoneyMondset #Investing101 #DebtFreeJourney

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 promote an upcoming 5k event.

On today's episode: 🏃 The Full Swing Forward 5k 💻 Zoom Call with Children's Cancer Connection ❄️ Crazy Iowa Weather 🎗️ Getting the Most Out of Your Charitable Contributions

🔗 Follow Children's Cancer Connection of Iowa: Website: https://ccciowa.org Facebook: https://www.facebook.com/ChildrensCancerConnection/ Instagram: https://www.instagram.com/childrenscancerconnection/ X: https://www.twitter.com/ccc_iowa YouTube: https://www.youtube.com/channel/UC4KlQXYt4gCHJ8bqzjxmEcQ LinkedIn: https://www.linkedin.com/company/childrens-cancer-connection/

** All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Stock investing includes risks, including fluctuating prices and loss of principal.​ Advisors may discuss a company, provide data or facts, market related info, company announcements, etc. They may not discuss performance, revenue increases or other language that would imply he is recommending action regarding the stock. 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.​ This is a hypothetical example and is not representative of any specific investment. Your results may vary. **

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 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 #MoneyMondset #Investing101 #DebtFreeJourney

Baileigh recaps How to Money's most popular episodes from 2024 by featuring clips from each of those episodes!

👥 Guest Episodes: #51 - https://www.youtube.com/watch?v=4eTUdoQxX0M #64 - https://www.youtube.com/watch?v=epeeGIYk64M #69 - https://www.youtube.com/watch?v=8pU9w4Le2-8 #67 - https://www.youtube.com/watch?v=bLN2Uo3IemQ

👤 Solo Episodes: #65 - https://www.youtube.com/watch?v=MokeEiqnm3Q #71 - https://www.youtube.com/watch?v=wqv-QaAot-Y #63 - https://www.youtube.com/watch?v=24D6vvAAvRs #61 - https://www.youtube.com/watch?v=_caUkLQ1vrg

🏃 Full Swing Forward 5k & Children's 1k Event: Online Registration: https://raceroster.com/events/2025/102358/the-full-swing-forward-5k Registration: email contact@fullswingfp.com for the form or stop by our office at 1725 1st Ave S. Fort Dodge, IA 50501

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 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 #MoneyMondset #Investing101 #DebtFreeJourney

Baileigh and Cole sit down this week to complete part 2 of their "Retirement Derailment" series.

On today's episode: ⚖️ Maximizing Contributions 👶 Start Saving Young 📊 Sticking to Your Plan 🏈 Super Bowl Recap

Part 1: https://youtu.be/p07QoKPx5F0

*** Asset allocation does not ensure a profit or protect against a loss. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply ***

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 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 #MoneyMondset #Investing101 #DebtFreeJourney

Cole and Baileigh discuss common mistakes and events that can derail a retirement.

On today's episode: 🏥 Unexpected Life Events 📊 Market Volatility 🎈 Inflation 🏈 Go Chiefs

*** Asset allocation does not ensure a profit or protect against a loss.

A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. ***

At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!

📩 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 #MoneyMondset #Investing101 #DebtFreeJourney