Kole, Cole, and Baileigh cover important foundational steps everyone could benefit from financially.
On today's episode:
🥎 Softball Talk
⚖️ Matching Contributions
📖 Tracking Expenses
🛟 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!
📩 Contact Full Swing Financial Planning:
Address: 1725 1st Ave S, Fort Dodge, IA 50501
Phone: 515-308-4545
Email Kole Petersen: [email protected]
Email Cole Jaeschke: [email protected]
Email Baileigh Ashbrook: [email protected]
🌐 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).
Chapters:
00:00 Disclaimer
00:15 Intro
02:18 Sports Talk
06:19 The Five Most Important Foundational Steps in a Financial Plan
07:13 1 - Emergency Fund
11:45 2 - A Budget That Works
16:54 3 - Investment Strategy
22:23 Spin Markket Ad
23:23 Dollars and Sense
25:25 4 - Insurance and Estate Planning
32:14 5 - Long Term Plan
38:37 Sports Quote
38:49 Outro/Disclosures
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