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Don't Count On an Inheritance - Have a Plan for You
Manage episode 437003083 series 3589043
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Big or small, it's important to have a plan for an inheritance. This week Cole and Baileigh discuss steps individuals can take when coming into an inheritance, legacy planning, and more!
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?
At Full Swing Financial Planning, we are here to empower you to take control of your plan, your way, for your financial future! If you have questions, please contact us today!
Business Address: 1725 1st Ave S, Fort Dodge, IA 50501
Phone Number: 515-308-4545
Email Kole Petersen: Kole@fullswingfp.com
Email Cole Jaeschke: Cole@fullswingfp.com
Email Baileigh Ashbrook: Baileigh@fullswingfp.com
Follow us online:
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 a production of Full Swing Financial Planning in Fort Dodge, Iowa, and is produced by Spin Markket + Digital! https://www.spinmarkket.com
#FinancialEducation #FinancialPlanning #Investing
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