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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 70: Mailbag - Emergency Funds, Long-Term Care and More

Ep 70: Mailbag - Emergency Funds, Long-Term Care and More

Nov 23, 2021

Today we’re answering your mailbag questions. Joel wants to know where to keep his emergency funds. Jackie wants to know how often she should hear from her financial advisor. We’ll also answer questions on generational attitudes, business ownership, long-term care, and helping parents.

 

Read more and get additional financial information: https://www.truefinancialpartners.com/ep-70-mailbag-emergency-funds-long-term-care-and-worried-about-mom/

 

What we discuss today: 

1:41 – Emergency funds

5:34 – Advisor communication

9:48 – Money attitudes

14:56 – Sell my business?

18:28 – Long-term care

22:49 – Worried about mom