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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.

Nov 12, 2020

On this episode of the Wealthy Habits podcast, Dave and Drue explain how to pick the right financial advisor. You might be surprised how little time people invest in this crucial process.


Read more and get additional financial resources here: 


What we discuss on this show: 

4:32 – How to find the right advisor

7:51 – Warning signs

10:33 – When an advisor doesn’t fit you anymore

13:50 – What could go wrong?

14:45 – What to look for when choosing an advisor