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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.

Oct 20, 2022

On this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print.

On today’s show, we’ll share:

  • Why you might get a big rate increase on your long-term care insurance. (3:40)
  • Why the fees with annuities can be a lot higher than you thought. (7:02)
  • Why a mutual fund can tank when you get into it. (10:39)

 

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/