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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 or by calling 563-359-8783.

Jan 12, 2023

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes.

In this episode, we’ll cover at least the top five mistakes people make in their 401(k)s so hopefully you avoid doing the same thing when the time comes.

On today’s show, we’ll share:

  • Assuming that your fees and costs are minimal, since you never see them on your statement. (2:20)
  • Failing to rebalance often enough. (4:30)
  • Sticking all of your money in a target date fund and assuming that your account is now “customized” to your needs. (7:35)


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