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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.

Feb 9, 2023

With the new year upon us, let’s run through the checklist of things you should be thinking about as it relates to your financial plans for retirement.

Let’s see how prepared you are for retirement by answering these 10 questions. The key is you need to have concrete answers for them. If you don’t know the answers, you need to think about having some critical conversations with your advisor.

On today’s show, here’s some of what you’ll learn

  • Do you know exactly how much income you’ll need every month? (4:28)
  • Do you know the ideal time to start taking Social Security? (7:13)
  • Are you prepared to handle market volatility? (9:48)


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