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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 14: Are You Getting Lost on the Way to Retirement?

Ep 14: Are You Getting Lost on the Way to Retirement?

Sep 10, 2020

It’s not uncommon to get financially sidetracked on your way to retirement. Dave and Drue explain what to do if you’re lost and how to get back on track.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-14-are-you-getting-lost-on-the-way-to-retirement/ 

 

What we discuss on this show:

2:34 – Bad tools

5:58 – Bad directions

8:39 – Not paying attention

12:48 – How to get back on track

14:12 – How to help someone who’s lost

17:37 – Ask for help