Baileigh Ashbrook - Full Swing Financial

A new episode of How to Money With Kole & Cole is available! Listen to “Don't Count on an Inheritance - Have a Plan for You” for a great discussion on inheritance!

On today's episode:
🥇 Having a plan for YOU
🏦 Managing money in a place you're comfortable with
🗣️ Discussing your options with professionals
⛳️ Eddie Doyle qualifying for USGA Mid-Amateur
💰 What would Baileigh and Cole do with a million dollars?

Available wherever you listen to podcasts!

On this date in 2022:
How to Money with Kole & Cole - "Episode 11: The Q&A Episode"
Available wherever you listen to podcasts!

We are passionate about helping people achieve their financial goals. 👌

We specialize in ⬇️
👱 Personalized Investment Strategies: Tailored to your risk tolerance and long-term objectives.
🎁 Retirement Planning: Ensuring a secure and fulfilling future you deserve.
👨‍👩‍👦‍👦 Legacy Planning: Protecting your loved ones and leaving a lasting impact.
🫵 Personalized Service: We take the time to get to know you and your goals, crafting a financial plan that's uniquely yours.

Connect with us today for a FREE consultation.
📞 515.308.4545
🖥️ www.fullswingfinancial.com
✉️ [email protected]

“Sweeten Your Legacy” was a success!! 🍩☕️👌🏻

A new episode of How to Money With Kole & Cole is now live on all platforms! Tune in to “Dr. Jesse Ulrich Has Something to Say About Going to College” for some great financial insights.

On today's episode:
💵 The best ways to avoid student loans
💰 The best course of action for those with student loans
⚖️ Comparing costs of community colleges and universities
🎓 Why graduating from a community college is beneficial
🇺🇸 What Olympic event Jesse would want to compete in

Kole Petersen - Full Swing Financial and I wrapped up an amazing experience at LPL Focus! 💥 This was our first time attending since joining the LPL family last November.

Three days of learning, networking, and inspiration with top industry experts and peers! Huge shoutout to keynote speakers Jon Dorenbos and Apolo Ohno for their incredible talks!

It is easy to say we definitely made the right decision to join LPL as our partner!

We're your team when it comes to unlocking more from your retirement savings!

Have you reached age 59 1/2 and want more control over your retirement savings? 🤔

Is your current employer's retirement plan limiting your options? 🤨 An age 59 1/2 in-service rollover may be able to help!

Our team specializes in guiding individuals through the in-service rollover process. Our experienced financial advisors can help you:
🎢 Determine if an in-service rollover is right for you
↔️ Choose an IRA that aligns with your retirement goals
💰 Invest your retirement savings in a broader range of options
👔 Receive customized advice tailored to your unique needs and risk tolerance

⚠️ DON'T ⚠️ settle for a one-size-fits-all 👕 retirement plan. ❌

You CAN take control of your financial future.
Your Plan. Your Way. Your Financial Future.
It all starts with your team at Full Swing Financial Planning. Connect with us today for a FREE consultation.
📞 515.308.4545
🖥️ www.fullswingfinancial.com
✉️ [email protected]

It's time for your 6 month check-up! 🩺 Your financial check-up that is 😉

Have you been sticking to your budget? 💸
Are you on track to reaching your 2024 financial goals? 📈
Let's take a look! 👀

🚩 Reassess your emergency fund - It is a good rule of thumb to have 3-6 months of expenses set aside for any unexpected turn of events
🎯 Check in on your spending habits - Over the last 6 months, have you spent your money on needs or wants?
📉 Status of your debts - Look at your debt goals for the year. It would be best to have half of that number paid off now. Adjust your budget if needed to get back on track.
📅 Schedule an appointment with your financial advisor if you haven't already

Don't forget to subscribe to How to Money with Kole & Cole & never miss an episode!! ⬇️ We launch new content every other Friday.🎙️

🍎 https://podcasts.apple.com/.../how-to-money.../id1617891492
🟢 https://open.spotify.com/show/2hga3ucraCOwxsFMWRpJwb
📺 https://www.youtube.com/.../UCWod36PsnadVcQrt_K8BLlw/videos

Today, we are joined by Nick Wolfe from Horizon Investments who is one of the "coaches" we lean on at Full Swing Financial Planning.

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 adoption story

Listen to the Podcast:
Apple Podcasts - https://podcasts.apple.com/us/podcast/how-to-money-with-kole-cole/id1617891492
Spotify - https://open.spotify.com/show/2hga3ucraCOwxsFMWRpJwb
Youtube - https://www.youtube.com/channel/UCWod36PsnadVcQrt_K8BLlw/videos

Happy 4th of July!! 🎆 We hope you have a fun and safe holiday! ❤️🤍💙

Our office will be closed July 4th-5th.

Leading Ladies never disappoints-- already looking forward to the next one!

Today we are joined by the two people who make this company actually go... Molly Nelson and Chelsie Jaeschke, 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 finances?
🏀 Wives vs. Husbands 3 on 3...who wins?

Listen to the Podcast:
Apple Podcasts - https://podcasts.apple.com/us/podcast/how-to-money-with-kole-cole/id1617891492
Spotify - https://open.spotify.com/show/2hga3ucraCOwxsFMWRpJwb
Youtube - https://www.youtube.com/channel/UCWod36PsnadVcQrt_K8BLlw/videos

Wishing all the great dads out there a Happy Father’s Day! 🩵💙

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 halfway point
💰 What's a split stock
🏀 The NBA Finals are on deck, who do you got?

Listen to the Podcast:
Apple Podcasts - https://podcasts.apple.com/us/podcast/how-to-money-with-kole-cole/id1617891492
Spotify - https://open.spotify.com/show/2hga3ucraCOwxsFMWRpJwb
Youtube - https://www.youtube.com/channel/UCWod36PsnadVcQrt_K8BLlw/videos

HAPPY MEMORIAL DAY! 🟥⬜🟦 Home of the FREE because of the BRAVE.

"I think it's a goal of just about everyone to make sure you set your children up for financial success."

On our latest 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 had an eventful weekend

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

Financially Setting Up Your Children for Educational Success I think it's a goal of just about everyone to make sure you set your children up for financial successOn today's episode:👨🏻‍💼 Investment options for your ...

⚠️ IAdvisor 529 Plan Updates! ⚠️

Say hello to more savings! IAdvisor 529 Plan account owners who are Iowa taxpayers can now deduct up to $5,500 of their contributions per Beneficiary account from their state-taxable income in 2024.

In addition to that, you can still maximize your deduction by having each adult in your household open an account for each child and deduct up to $22,000 in 2024.

Feel free to reach out if you have any questions regarding this new update!

Join us Friday to honor these amazing women!

Send a message to learn more

Want to know more about me!? Well, you're in luck because it is my turn for our Getting to Know Me segment! 🙃

I am the Co-Owner + COO, and what I like to call the energetic force behind FSFP!

My passion is creating an amazing experience for both our clients and our team.⚡Whether that includes crushing office goals or helping clients achieve their financial dreams, I am always there to lend a hand (and some infectious enthusiasm)! 🤩
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Childhood Dream Job: College Basketball Coach 🏀🗑️
What you can find Baileigh doing outside of FSFP: You can find Baileigh hanging with her husband, Luke, and their three amazing kids, Daymek, Kollins, and Kamdyn. She also loves walking her furry friends, Panda, and Patches, and catching a live basketball game whenever she can. 🐶
What is your favorite thing about our FSFP? Everyone can be themselves and is empowered to do their best. It's a place where people truly care about each other - both as colleagues and as people. We have fun, and we all work really hard to achieve amazing things together! 💙

Happy Mother's Day! We hope all the Moms out there have a very special day! 💞

Planning for the Unexpected - Customizing Your Retirement Plan Part 3

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 parts 1 and 2 be sure to listen to episodes 49 and 51 of the podcast to get the full series!

🧑‍💻 The importance of a financial advisor during the unexpected twists of life
⚾ When life throws a curve ball will you be prepared
😬 "Social Security is Going to Be in Trouble" - What that headline actually means
💸 Legacy Planning - planning your finances for the future

Listen to the Podcast:
Apple Podcasts - https://podcasts.apple.com/us/podcast/how-to-money-with-kole-cole/id1617891492
Spotify - https://open.spotify.com/show/2hga3ucraCOwxsFMWRpJwb
Youtube - https://www.youtube.com/channel/UCWod36PsnadVcQrt_K8BLlw/videos

It is Social Security Month! 🪪
& we are highlighting some features available from the Social Security Administration that can save you time by using your Social Security account.

🖥️ Create an account on SSA's website📲 https://secure.ssa.gov/RIL/SiView.action
📑 Once your account is created you will see your work history populated and secure info to estimate what you could receive once you start collecting benefits.

Additional items you can do within your personal account
______________________________________
❓ Request a replacement SS card
🤑 Set up a direct deposit
📓 Get proof of income letter
🏡 Change your home address
👀 Check the status of your SS application
🔖 Get a SS 1099 form (SSA-1099)

Creating the Right Mindset to Build Wealth: Scott Jarred - Founder and CEO of Invst

On today's episode:
👱‍♂️ Scarcity wasn't what I wanted so I worked hard and made a better life
📌 Finding your why
💰 Building a wealthy mindset
👨‍💼 A human being or a human doing?
🏀 Caitlin Clark is changing women's sports unlike anyone before

Buy Scott's Books:
FutureHack - https://www.amazon.com/FutureHack-Reach-Your-Financial-Potential/dp/1735111201
Accelerate - https://www.amazon.com/Accelerate-Reach-Financial-Freedom-Faster/dp/1636802060
Scott Jarred's Website - www.scottjarred.com

Listen to the Podcast:
Apple Podcasts - https://podcasts.apple.com/us/podcast/how-to-money-with-kole-cole/id1617891492
Spotify - https://open.spotify.com/show/2hga3ucraCOwxsFMWRpJwb
Youtube - https://www.youtube.com/channel/UCWod36PsnadVcQrt_K8BLlw/videos

Cole Jaeschke - Full Swing Financial!

Meet the FSFP Team Members 👋

Today, we'd like you to meet Cole Jaeschke - Full Swing Financial, a co-owner and financial advisor of FSFP. Cole is a data guru 🤓 at work, constantly wrangling numbers and reverse engineering your financial plan to meet your goals! 🥅
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Getting to know Cole 🙋‍♂️

🏈 Childhood Dream Job: I wanted to be an NFL Quarterback
🔎 What you can find Cole doing outside of FSFP: Golfing, traveling, or working on one of my many business ventures
💣 What is your favorite thing about our FSFP team? The level of caring our team members show our clients and other teammates. I am so grateful for our FULLSWING Team! 🙌

It's About More Than Just Money with Special Guest 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 Clark effect on women's sports
⛳ The boys way in on the upcoming Master's tournament and make their picks
🏆 Congratulations to the How to Money Bracket Challenge: BadBaconBitz and FC Fantasy Football Picks

Listen to the Podcast:
Apple Podcasts - https://podcasts.apple.com/us/podcast/how-to-money-with-kole-cole/id1617891492
Spotify - https://open.spotify.com/show/2hga3ucraCOwxsFMWRpJwb
Youtube - https://www.youtube.com/channel/UCWod36PsnadVcQrt_K8BLlw/videos

🚨 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 "Mr. Iowa Basketball 1988" 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?
🏆 How far can the Iowa women and Iowa State men go?
💰 The effect of "Clarkenomics" on Iowa and women's basketball
💫 Audi Crook's 40-piece
👴 Super seniors/chemistry > freshman/raw talent
🔥 My hot streak of picking winners
⛹️ Wade's experience being a part of the NCAA tournament

Listen to the Podcast:
Apple Podcasts - https://podcasts.apple.com/us/podcast/how-to-money-with-kole-cole/id1617891492
Spotify - https://open.spotify.com/show/2hga3ucraCOwxsFMWRpJwb
Youtube - https://www.youtube.com/channel/UCWod36PsnadVcQrt_K8BLlw/videos

Looking to reduce your tax burden?! 💸 Here are some tips that could help reduce your taxes.

🔝 Max out Retirement Accounts & Employee Benefits - This includes 401(k) and IRAs
📅 Aim for Long-Term Capital Gains - Depending on your income level, you can enjoy preferential tax rates ranging from 0%-20%.
🏢 Start a business - In addition to more income, a side business offers many tax advantages such as deducting part of your home expenses.
🏥 Use a Health Savings Account (HSA) - Contributions are 100% tax-deductible from your income
➕ Claim Tax Credits - Examples include Child Tax Credit or Earned Income Tax Credit (EITC)

Speak to your tax expert to learn more about how you can reduce your taxes!

DON'T FORGET TO FILL OUT OUR NCAA TOURNAMENT BRACKETS! Entries are due before tipoff at 11:00 AM CT TODAY! 🏀🏀🏀 Win some FSFP sWaG 👕!!

🙋‍♀️ Women's NCAA Tournament: https://1l.ink/6PVF5B5
🙋‍♂️ Men's NCAA Tournament: https://1l.ink/H2TCCQ8

Tis' the Season 💵 Tax season that is! 😉

April 15th is the deadline to file your taxes without an extension! 🗓️

Here are a few quick tips to help while filing your taxes this year!
📌 Gather all the correct information needed before filing your return
📌 Organize and gather tax records including Social Security numbers and Individual Taxpayer Identification Numbers
📌 Report all your taxable income and wait to file until you receive ALL income-related documents
📌 File electronically with direct deposit as this is the fastest and easiest way to file and receive a refund.

Connect with a tax expert if you have more questions!