How to Money with Cole & Baileigh

Glenn Dorsey is the Senior Vice President and Head of Client Portfolio Managment at Clark Capital Management Group. We discuss Glenn's background, the importance of staying focused on your finances, ignoring the outside noise of the media, and more!

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How to Money with Cole and Baileigh is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

Cole and Baileigh discuss financial benchmarks to review during the last quarter of 2026, setting your finances up the way you want them in 2027, reviewing your budgets and expenses, reviewing your retirement accounts, and more.

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

** A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. **

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How to Money with Cole and Baileigh is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

Cole and Baileigh are discussing knowing what you own, and why you own it. What positions you hold can have a large impact over time, we are here to talk about the importance of matching your goals to your investments and making knowledge based decisions.

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

** All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. **

** There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Stock investing includes risks, including fluctuating prices and loss of principal. **

** Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. **

** Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective. **

** The fast price swings in commodities will result in significant volatility in an investor’s holdings. Commodities include increased risks, such as political, economic, and currency instability, and may not be suitable for all investors. **

** CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity, whereas investing in securities is subject to market risk including loss of principal. **

** The target date is the approximate date when investors plan to start withdrawing their money. The principal value of a target fund is not guaranteed at any time, including at the target date. **

** ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors. **

** Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value. **

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How to Money with Cole and Baileigh is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

Cole and Baileigh discuss having a plan for your money after you die, how certain decisions can have downstream impacts for survivors, basic differences between estates and trusts, the importance of reviewing your plan, and more!

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

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This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

Dr. Nicole Boyle joins Baileigh to discuss how she started Wholehearted & Healthy, the journey to becoming an entrepreneur, opening locations in different towns, possible future expansion, running a "self-pay" medical office, and more!

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

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This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

Baileigh and Cole discuss the top 10 financial decisions that people make. Some of these decisions aren't directly financial, but they can have a huge impact on your financial future. Have you made all the right decisions?

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

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This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

Many wealthy people have overlapping financial habits. Cole and Baileigh sit down to discuss five habits that wealthy people have.

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

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This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

As we reach the middle of summer, Baileigh takes a moment to help you check in on your financial goals. She discusses practical ways to improve your finances, reviews key areas that may need attention, highlights common summertime spending mistakes, and shares simple tips to help you finish the year on a stronger financial footing.

This episode also features clips from some of How to Money's most popular past guests:

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

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This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

Baileigh brings the ultimate financial "Would You Rather" game to Cole and grills him with different scenarios. Would you rather have most of your money now, or have it come in slowly over the years? Would you rather invest in the market or real estate? These questions and more in this fun-filled episode. 

** The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply. CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity, whereas investing in securities is subject to market risk including loss of principal.​ **

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:

🌐 Follow Full Swing Financial Planning:

This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney

Ben Crimmins of White Transfer and Storage tells his story of becoming an entrepreneur, the origins of his work ethic, working with family, maintaining a positive mindset, helping manage a family company, and more!

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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:

🌐 Follow Full Swing Financial Planning:

This podcast is presented by Full Swing Financial Planning and is produced by Spin Markket + Digital (https://www.spinmarkket.com).

#HowToMoney #FinancialLiteracy #MoneyTips #FinancialPlanning #InvestingForBeginners #WealthBuilding #RetirementPlanning #SmartInvesting #PersonalFinance #MoneyManagement #InvestingTips #FinancialEducation #FinancialIndependence #BudgetingTips #MoneyMindset #Investing101 #DebtFreeJourney