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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.

Jun 23, 2022

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.

 

What we discuss today: 

3:43 – Fear...


Jun 16, 2022

If you’re counting down the days until retirement, we have a checklist of things you need to keep in mind. We’ll help you get ready for the big day and make sure you are ready financially and otherwise.

 

What we discuss today: 

2:20 – Getting healthy

4:37 – Free time

5:48 – Work

7:19 – Save more

9:37 –...


Jun 9, 2022

Can I retire at 55? We get this question a lot, especially with the recent trend of people trying to retire earlier. Most people don’t know if they can retire early, but we can help.

 

What we discuss today: 

2:26 – Peanut gallery

3:40 – Retire at 55?

5:09 – Social Security

8:27 – Financial advisers

10:22 –...


May 26, 2022

It’s always a good idea to have cash set aside for emergencies or for major purchases you might have coming up. But when is a healthy bank account actually counterproductive? With today’s challenging financial environment, we thought it would be a good idea to have the cash conversation again.

 

What we discuss...


May 19, 2022

Should I take money out of my 401k to pay off debt? What are the tax implications of selling my mom’s house? Why are financial advisors paying more attention to my husband? These are a few of the questions we’re answering in today’s mailbag.

 

What we discuss today: 

2:30 – 401k debt relief

7:57 – Selling...