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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.

Sep 29, 2022

We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in.

On today’s show, we’ll share how you can contribute to your 401k when you make differing amounts of money each month. We also discuss the pros and cons of being a very conservative...


Sep 22, 2022

We know we’ll have to deal with many things in retirement. We just don’t know how to predict when or to what degree.

In today’s show, we’ll share how you can construct a plan that deals with the unpredictability of these different factors. From life expectancy to future tax rates, we’ll cover the...


Sep 15, 2022

Buckle up! We’re going against the grain today and sharing some financial advice we disagree with and why.

As advisors, our job is not to be your best friend. We share tough love and help you get where you want to be financially.

It can be hard for people to go against the grain and do something different, but it’s...


Sep 1, 2022

People have many reasons for procrastinating when it comes to putting a retirement plan together. Today we’ll explore some of those excuses, why they can be dangerous, and how to overcome them.

 

What we discuss today: 

2:20 – Parents didn’t plan

5:21 – Who to listen to

9:55 – Stress

12:10 – Too busy

14:16...


Aug 25, 2022

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently that you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement...