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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 23, 2023

Do you understand the basics of income planning? If not, you might not be as far along in your retirement plan as you think. Understanding how much income you need and what sources will provide it for you efficiently is critical to success over a long period of time.

We see a lot of clients, and when people first come to see us, very few have an income plan in place, but it’s important that you know this topic well and understand how it fits into your overall retirement plan. 

In this episode, we’ll explain the steps that we take with clients to build their income plan and make sure you understand all the basics. You don’t want to miss the conversation.

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

  • What percentage of clients have income plan at the beginning? (8:28)
  • Are income plans complicated? (10:31)
  • How can you create an income plan? (14:18)


Contact Dave and Drue: 



Phone: 877-359-8783