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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.

Jun 18, 2020

If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to for a while. The statements are filed away somewhere collecting dust, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long.


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Today's show schedule:

1:31 – How has COVID-19 impacted the business?

4:05 – This time has given people a chance to look closely at their finances.  

5:10 – Let’s start with old 401k accounts.

12:01 – Next place to look is life insurance policies.  

16:20 – Look at your savings account or money market account. Could there be to much cash?

18:51 – Our last one is pension funds.