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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 23: Are You Prepared for Retirement? Take This Quiz

Ep 23: Are You Prepared for Retirement? Take This Quiz

Nov 24, 2020

On this episode of the Wealthy Habits podcast, Dave and Drue share five important questions you need to know to prepare for retirement. Let’s see how well you know your finances. 

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-23-are-you-prepared-for-retirement-take-this-quiz/ 

 

What we discuss on this show: 

2:01 – Do you know how much you actually have?

6:01 – Do you know how much you’re spending?

8:22 – Do you know how much risk you actually have?

12:11 – Do you know what you’re paying in fees?

14:58 – Do you know what your retirement income stream will actually look like?