Full Swing Financial Planning

We manage assets for individuals and families, providing investment management, and financial planning services.

[Full Swing Financial Planning @PetersenKole]

#76 – Retirement Derailments: Don’t Let Bad Decisions Pull the Brakes on Your Future (Part 2)

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 ...

[Full Swing Financial Planning @PetersenKole]

Had a wonderful time last week hosting an intimate dinner for our Eastern Iowa clients! It’s always a pleasure to spend quality time and connect with the amazing people we work with. Cheers to many more memorable moments together! 😊🍽️ #Fullswing #FinancialPlanning

[Full Swing Financial Planning @PetersenKole]

🗓️ Tax Deadlines You Can't Miss! 💼

Tax season is upon us, and staying on top of deadlines is key to avoiding penalties and maximizing your refunds! Here are some important dates to mark on your calendar:

🔹 April 15: Tax filing deadline for individuals (unless you file for...

[Full Swing Financial Planning @PetersenKole]

#75 - Retirement Derailments: What You Need to Know to Stay on Track (Part 1)

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

#HowToMoney #FinancialLiteracy #MoneyTips

[Full Swing Financial Planning @PetersenKole]

💰 Improve Your Financial Health in 2025! 💰

Taking small steps today can lead to big rewards tomorrow. Here are a few simple ways to strengthen your financial future:

Save for Retirement 🏖️: It's never too early to start. The sooner you begin, the more you’ll benefit from ...

[Full Swing Financial Planning @PetersenKole]

#74 – Harvesting Dreams: The New Owners of Fort Dodge’s The Community Orchard - Denny and Emily Stucky

On today’s episode:
🍏 Fort Dodge’s Community Orchard
🍾 New Apple Cider Drinks

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #Wealt...

[Full Swing Financial Planning @PetersenKole]

#73 - Retirement Planning: Breaking Down Ten Big Myths

Kole, Cole, and Baileigh dispel some common myths about retirement.

On this episode:
🥶 Cold Weather
🗓️ 2025 Goals
🕵️‍♂️ Investigating Retirement Myths
💸 New Year's Financial Tips
🏈 College Football Playoffs

[Full Swing Financial Planning @PetersenKole]

#72 - From Plans to Reality: Breaking Down Our 2024 Goals

On this episode:
🧐 Recapping Our 2024 Goals
🏈 College Football Picks
📈 NVIDIA vs Netflix
💰 The Importance of Setting Money Goals

Available wherever you enjoy podcasts!

#podcast #howtomoney #goals #moneygoals

[Full Swing Financial Planning @PetersenKole]

🚨 REMINDER 🚨

💸 Roth IRA: April 15th, 2025
💰 Traditional IRA: April 15th, 2025
💼 401(k): December 31, 2024
🩺 Health Savings Acount (HSA): April 15th, 2025
📚 529 Plan Account: April 30th, 2025

#contributions #maximums #deadlines #ira #rothira

[Full Swing Financial Planning @PetersenKole]

#71 - Seven Things No One Tells You About Retirement

On today's episode:
🎄 How Much Americans Spend on Christmas
💰 Balancing Spending During Retirement
⚖️ Balancing Free Time in Retirement
👴 Feeling Old is Relative
#podcast #christmasspending #balancingtime #retirement

[Full Swing Financial Planning @PetersenKole]

At FSFP, we utilize RightCapital's Snapshot to create a highly visual, personalized financial plan on a single page, perfect for when we sit down with our clients to show updates and have strategic check-ins. 🖥️✨

#RightCapital #FinancialPlanning #Innovation #ClientEngagement

[Full Swing Financial Planning @PetersenKole]

This episode is a replay of our most popular episode from 2024, which featured Iowa Central Community College President Dr. Jesse Ulrich. https://t.co/GCX13JZ0vl

#finacialplanning #popularepisodes #communitycollege #universities #studentloans

[Full Swing Financial Planning @PetersenKole]

On today's episode:
🦷 Dr. John Clay Starting His Own Business
🪥 The Creation of Iowa Dental Associates
💸 Taking Strategic Risks
📈 Changing Systems at New Locations

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners

[Full Swing Financial Planning @PetersenKole]

🔥 ONE YEAR ANNIVERSARY 🔥

And just like that, we celebrate one year as Full Swing Financial Planning! 👏

What a year it has been. None of this would have been possible without the amazing trust and support of our clients, family, friends, and community! 🎉 THANK YOU for bei...

[Full Swing Financial Planning @PetersenKole]

Jordyn Marie Harman is the owner of Med Spa Express in Pocahontas, Iowa.

On today's episode:
🩺 Jordyn's Prior Employment in the Healthcare Industry
📊 How did Med Spa Express Start?
😷 Jordyn's Training
💉 The Wide Range of Services Med Spa Express Offers

[Full Swing Financial Planning @PetersenKole]

#67 - "The Future of Wellness: Functional Medicine with Rejuvenate Experts”

On today's episode:
🩺 Health and Wellness
⚖️ Weight Loss
💉 Botox
💰 A Nearly $50 Billion Industry

#FinancialEducation #FinancialPlanning #Investing #health #wellness #spa #weightloss

[Full Swing Financial Planning @PetersenKole]

We had a great turnout for our Medicare Seminar last week! Thank you so much to everyone who attended. We hope you found the event educational and enjoyable. We know we sure did! 🤩

We want to thank Neil Howe, CLU®, ChFC® from Allianz Life Insurance Company of North America f...

[Full Swing Financial Planning @PetersenKole]

What an honor to be nominated! 🙌

Please take a moment to vote daily from now through October 22nd. I can't thank you enough for your continued support!

➡️ https://t.co/pWqnVrsdXG

#fsfp #readerchoiceawards #financialplanner

[Full Swing Financial Planning @PetersenKole]

This month, we are celebrating Emily's 3-year mark! 🔥 Having Emily on my team has been a privilege these past three years! We truly value her hard work and dedication to serving our clients. 💎💙

[Full Swing Financial Planning @PetersenKole]

Ryan Smith, President of Kingsgate Insurance, joins us this week to discuss how Kingsgate started as a family-owned business and progressed to where it is today.

On today's episode:
⚾️ Baseball Talk
🎓 Working After College
🌽 Having Insurance Roots in Agriculture
🌪️ How Di...