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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.

Jun 25, 2020

Do you have a Roth IRA right now? Should you? Today we talk about the differences between a traditional and Roth IRA and how they can benefit you in the future.

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

Timestamps:

2:04 - What is the definition of a traditional and Roth IRA?

4:45 - Why have people leaned toward the traditional account over the Roth?

6:32 - What questions should you ask regarding your options?

7:40 - How can a Roth IRA be a powerful tool for retirement?

11:27 - Most people don’t look at taxes the right way.

12:56 - When should you choose a Roth IRA over a traditional IRA?

13:45 - Who would benefit more from the traditional IRA over the Roth?