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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 26: Avoid These Critical Estate Planning Mistakes, Part 1

Ep 26: Avoid These Critical Estate Planning Mistakes, Part 1

Dec 23, 2020

Over the next two episodes, we’ll be talking about critical estate planning mistakes. We have six different critical mistakes we're going to talk about over this two episode series. We'll do three today and three in the next one

 

Read more and get additional resources here: https://www.truefinancialpartners.com/ep-26-avoid-these-critical-estate-planning-mistakes-part-1/ 

 

What we discuss on this show:

2:48 – Why estate planning is so important

4:54 – Failing to plan for foreseen expenses

7:37 – Not updating beneficiary designations

17:36 – Avoiding conflict and litigation