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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 55: Things That Don’t Matter Until They Do

Ep 55: Things That Don’t Matter Until They Do

Jul 29, 2021

Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter – until they do. There are some things in the financial world that are the same way. We’ll explain what they are.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-55-things-that-dont-matter-until-they-do/

 

What we discuss on this episode: 

3:15 – Legal documents

7:56 – Long-term care

15:15 – Life insurance

20:32 – Lifetime income streams