Cole and Baileigh talk with Patrick Schultz of Clark Capital about why it is important to do estate planning regardless of your income, simple steps to take to evaluate your finances, how estate planning differs for people with businesses, and more!

** Clark Capital and Patrick Schultz are not affiliated with Full Swing Financial or LPL Financial **

🔗 Follow Clark Capital: Website: https://ccmg.com X: https://x.com/clarkcapital LinkedIn: https://www.linkedin.com/company/clark-capital-management-group/

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 Cole Jaeschke: Cole@fullswingfp.com Email Baileigh Ashbrook: Baileigh@fullswingfp.com

🌐 Follow Full Swing Financial Planning: Website: https://www.fullswingfinancial.com Facebook: https://www.facebook.com/fullswingfinancialplanning Instagram: https://www.instagram.com/fullswingfinancial LinkedIn: https://www.linkedin.com/company/full-swing-financial-planning/ YouTube: https://www.youtube.com/@HowToMoneyPodcast 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).

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