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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.

Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.

Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

Ep 4: Traditional vs. Roth IRAs

Jun 25, 2020

Do you have a Roth IRA right now? Should you? Today we talk about the differences between a traditional and Roth IRA and how they can benefit you in the future.

Get additional financial resources here: https://www.truefinancialpartners.com/podcast

Timestamps:

2:04 - What is the definition of a traditional and Roth...

Ep 3: 5 Critical Estate Planning Mistakes

Jun 18, 2020

No matter how well you’ve built your financial plan, a critical mistake along the way can ruin everything you’ve worked for. On this episode, we’ll give you five errors investors will make on their way to retirement that can cause significant damage to their portfolio.

Get additional financial resources here:

Ep 2: Finding Hidden Gems in Your Financial Portfolio

Jun 18, 2020

If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to for a while. The statements are filed away somewhere collecting dust, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to...

Ep 1: Getting to Know Dave & Drue

Jun 15, 2020

Welcome to the debut episode of the Wealthy Habits podcast. Before we get rolling on financial topics and retirement planning discussion, let’s introduce you to the voices you’ll be hearing on every show. Join us as we get to know Dave Elizondo and Drue Kampmann, their business, and the goals for the podcast.

Get...