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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.

Dec 30, 2021

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

 

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Dec 16, 2021

Today we’re talking about something we all occasionally do in life – cutting corners. Whether we do this with our finances, exercising, etc., we’re all guilty of this sometimes. When you do this financially, it can really hurt you in the long term.

 

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Dec 9, 2021

To successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning.

 

Read more and get additional financial information: https://www.truefinancialpartners.com/ep-72-the-jigsaw-puzzle-of-retirement/

 

What we discuss...


Dec 2, 2021

In the retirement planning business, we occasionally get some unreasonable requests. We’ll explain what they are and how to set proper expectations around your retirement planning. 

 

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Nov 23, 2021

Today we’re answering your mailbag questions. Joel wants to know where to keep his emergency funds. Jackie wants to know how often she should hear from her financial advisor. We’ll also answer questions on generational attitudes, business ownership, long-term care, and helping parents.

 

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