Preview Mode Links will not work in preview mode

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 44: Double-Edged Sword Financial Issues of Life

Ep 44: Double-Edged Sword Financial Issues of Life

May 6, 2021

With financial planning, there can be good and bad outcomes in a single situation – it’s the double edged sword of life. We’ll explain how we help clients through these predicaments.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-44-double-edged-sword-financial-issues-of-life/

 

What we discuss on this episode: 

2:31 - Stocks, taxes

9:45 – Inheritance, mourning

11:30 – Roth IRA, tax deduction

14:44 – Mortgage, tax deduction

17:04 – Risk, reward