#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 ...

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

🗓️ 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...

#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

💰 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 ...

#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...

#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

#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

🚨 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

#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

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

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

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

🔥 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...

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

#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

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...

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

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. 💎💙

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...