Preview Mode Links will not work in preview mode

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.

Mar 31, 2022

When it comes to your money, you might have several different voices in your head — maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it.

 

What we discuss today: 

3:20 –...


Mar 24, 2022

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Today we’re talking about some of those questions and why you need to have a better answer than just a guess.

 

What we discuss today: 

3:12 – Monthly income

10:04 – Major purchases

13:10 –...


Mar 17, 2022

Planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important?

 

What we discuss today: 

2:06 – Deciding what you do

5:51 –...


Mar 10, 2022

Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Today’s show is all about why values-based planning is so important.

 

What we discuss today: 

3:17 – Family

6:53 – Career

10:01 – Education

13:50 – Charitable giving

18:09 –...


Mar 3, 2022

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. We’ll share some reasons that you might need an...