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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 43: Are You Flirting With Financial Disaster?

Ep 43: Are You Flirting With Financial Disaster?

Apr 22, 2021

Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two words you want associated with each other. 

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-42-are-you-flirting-with-financial-disaster/  

 

What we discuss on this episode: 

2:21 – Out-of-date legal documents

4:22 – Incorrect beneficiary designations

10:42 – Tax time bomb

15:13 – Long-term care expenses

17:10 – 60/40 portfolio