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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 83: Who Even Needs an Advisor?

Ep 83: Who Even Needs an Advisor?

Mar 3, 2022

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. We’ll share some reasons that you might need an advisor.

 

What we discuss today: 

2:13 – Are you a procrastinator?

6:01 – Don’t know where to start

8:09 – You don’t know what you don’t know

11:07 – Advisors are on your team

15:43 – You don’t have the time

18:17 – Navigating conflicting information

 

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/