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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 3: 5 Critical Estate Planning Mistakes

Ep 3: 5 Critical Estate Planning Mistakes

Jun 18, 2020

No matter how well you’ve built your financial plan, a critical mistake along the way can ruin everything you’ve worked for. On this episode, we’ll give you five errors investors will make on their way to retirement that can cause significant damage to their portfolio.

 

Get additional financial resources here: https://www.truefinancialpartners.com/

 

Today's show schedule: 

1:04 – Will virtual meetings become a bigger part of the business?

3:31 – What we’re discussing today and why.

4:01 – Believing that bonds will always be a safe investment.  

7:30 – Not planning for long-term care needs.  

10:40 – Failing to protect your portfolio against market decline.  

14:20 – Assuming one financial product will always be good or always be bad.

16:32 – Failing to have a plan at all.

19:27 – How many people don’t have a plan for after retirement?