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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 27: Avoid These Critical Estate Planning Mistakes, Part 2

Ep 27: Avoid These Critical Estate Planning Mistakes, Part 2

Dec 30, 2020

Today we’re continuing a two-part series on critical estate planning mistakes. We went through three mistakes on the first part. On this second part of the Wealthy Habits podcast, Dave and Drue talk about three more mistakes people make.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-27-avoid-these-critical-estate-planning-mistakes-part-2/

 

Check out Part 1: https://www.truefinancialpartners.com/ep-26-avoid-these-critical-estate-planning-mistakes-part-1/ 

 

What we discuss on this show: 

2:18 – Transferring real estate

6:54 – Consider taxes

9:02 – Other tax considerations

13:03 – Importance of attorneys and CPAs