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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.

Dec 2, 2021

In the retirement planning business, we occasionally get some unreasonable requests. We’ll explain what they are and how to set proper expectations around your retirement planning. 

 

Read more and get additional financial information: https://www.truefinancialpartners.com/ep-71-how-we-handle-unreasonable-requests/

 

What we discuss today: 

4:40 – Returns with no risk

9:20 – Reducing advisor fees

13:58 – Avoiding taxes

17:24 – Planning without participation