How to Money with Kole & Cole
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 work towards hitting 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!
Episodes
Baileigh and Cole discuss different scenarios you should ask yourself before your financial journey continues into 2026.
On today's episode: š Philip Rivers Comeback Story ā Questions to Ask Yourself Before 2026 š² Consumer Confidence Report š¤·āāļø Why Are You Saving Money?
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
This week, we discuss a year-end tax checklist to help you get situated for a great 2026.
On today's episode: ā What are RMDs? š Roth Conversions āļø How to Reallocate š° Tax Saving Strategies
Ā
** A Roth IRA conversionāsometimes called a backdoor Roth strategyāis a way to contribute to a Roth IRA when income exceeds standard limits. The converted amount is treated as taxable income and may affect your tax bracket. Federal, sta...
Have you ever had questions about your 401(k)? The end of the year is the ideal time to ensure you are well-positioned for success in the years to come.
On today's episode: š¤ Employer Match āļø Traditional vs. Roth šØāš¼ Retirement Accounts for Self-Employed š Tax Implications
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
Have you ever wondered what the answers are to the most Googled financial questions? This week, Cole and Baileigh answer these questions and more.
On today's episode: š Halloween Recap āļø What are Stocks? š¶ How Do I Teach My Kids About Finances? ā Answers to Common Financial Questions
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
Cole and Baileigh discuss the importance of a year-end review of your finances. The holidays are coming up, and 2026 is just around the corner. Do you have your finances in order?
On today's episode: šļø Finishing 2025 Strong Financially š 10 Tasks to Review Your Finances āļø Reviewing Goals and Being Intentional šø Don't Leave "Free Money" On the Table
** Rebalancing a portfolio may cause investors to incur tax liabilities and...
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: š October in Iowa š Football Season š Milestones to Millionaire š§ 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. **
** Th...
Eddie Thompson joins us this week to discuss his estate planning strategy, which focuses on legacy, values, & planning ahead.
On today's episode: šļø Planning Ahead āļø Assessing Value š° Estates š§āš§āš§āš§ Passing Along Family Values
š Follow Thompson & Associates: Website: https://ceplan.com Facebook: https://www.facebook.com/ceplanusa/ X: https://www.twitter.com/ceplanusa LinkedIn: https://www.linkedin.com/compa...
This week, Cole and Baileigh are discussing financial roadmaps.
On today's episode: š A Roadmap for your finances āļø Net Worth š“ Retirement š Football is Back!
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
š© Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA 50501 Phone: 515-308-4545 Email Kole Petersen: Kole@ful...
This week Kole and Baileigh discuss financial tools parents can use to help prepare them for the back-to-school season.
On today's episode: š Back to School š 529 Plan Updates šļø End of Year Planning
** Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection fro...
Larry McLuckie is a retiree who is living his life to the fullest.
On today's episode: š„³ Living Fully in Retirement āļø Balancing Feelings in Retirement šµ How to Handle Money Emotions in Retirement š Trying New Things in Retirement
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
š© Contact Full Swing Financial Planning: Address: 1725 1st Ave S, F...
Kole and Baileigh discuss ways individuals can stay on track amidst the recent policy changes passed by the government.
On today's episode: āļø Tax Cuts ā¬ļø Deduction Increases š¦ Student Loan Adjustments ā¾ļø Ryne Sandberg Quote
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
š© Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodg...
The gang's all here this week! We discuss ways individuals convince themselves that their finances are not in order, when in all actuality, those individuals just need to reframe their thought processes.
On today's episode: ā¾ļø Sports Talk š° Most Millionaires are Self-Made āļø Correcting Bad Financial Thinking š Budgeting Methods
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way...
Josh Mason, owner of Active Health Clinics, Optic Ink, Anytime Fitness Fort Dodge, and CrossFit Fort Dodge, stops by to discuss how his entrepreneurial journey started, being prepared for new opportunities in business, balancing work and family life, and more!
On today's episode: šŖ Working Hard to Reach Your Goals š Being Prepared for Opportunities š§āš§āš§āš§ Balancing Work Life and Family Life š The Role Fitness Plays in O...
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: āļø Finding Advice That Applies to You š° Deciphering Who the Advice Pertains to š Not Buying Into Sales Pitches ā¾ļø Cal Ripken Jr.'s Streak š WNBA Discussion
At Full Swing Financial Planning, we are here to empower you to take control of you...
Kole, Cole, and Baileigh cover important foundational steps everyone could benefit from financially.
On today's episode: š„ Softball Talk āļø Matching Contributions š Tracking Expenses š The Importance of Life Insurance
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future!
š© Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort Dodge, IA...
Kole and Baileigh sit down with Nate Moeller of Moeller Furnace & Air.
On today's episode: ā³ Over 100 Years of Service āŗļø Values and Work Ethics š„ Heat for the Holidays š¢ The New Moeller Location
š 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 ...
Kole, Cole, and Baileigh weigh in on the top ten budgeting mistakes that everyone makes.
On today's episode: š Recapping the 5k/1k Event šµ Budgeting Mistakes That Can Cost Thousands š¤ The Top Overspending Categories āļø 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!
Cole and Beileigh discuss your 401(k) options after leaving an employer.
On today's episode: āļø What To Do With Your 401(k) When You Leave a Job š Roll It Out vs. Cash It Out vs. Leaving It š§® IRA vs. 401(k) š 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!
š© Contact Full Swing Financial Planning: Address: 1725 1st Ave S, Fort...
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: š² Scott Ladner of Horizon Investments āļø Making Smart Investments šļø Dollars and Sense š Full Swing Forward 5k/1k
š Follow Scott Ladner - Horizon Investments: Website: https://www.horizoninvestments.com/author/sladner/ X: https://www.twitter.com/horizoninv...
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: š The Full Swing Forward 5k š» Zoom Call with Children's Cancer Connection āļø Crazy Iowa Weather šļø Getting the Most Out of Your Charitable Contributions
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