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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.

  1. All Episodes
  2. Ep 113: Mailbag: Roths, Social Security and Inheritance

Ep 113: Mailbag: Roths, Social Security and Inheritance

Oct 27, 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 whether you should convert money to a Roth, when not to take Social Security early and how to handle inheritance money.

On today’s show, we’ll share:

  • Harold is almost 60 and doesn’t have any money in a Roth. Should he convert some? (4:11)
  • Should Donald take Social Security at 62 and pay his house off sooner? (7:27)
  • Elizabeth is inheriting money from her mother, but she feels guilty using it. (10:09)

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