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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 9: How to Build a Strong Financial House

Ep 9: How to Build a Strong Financial House

Aug 4, 2020

What are the steps to building a strong financial house? Dave and Drue give you step-by-step instructions to create a solid foundation and flourish with your finances.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-9-how-to-build-a-strong-financial-house/ 

 

On today's show: 

2:07 – The foundation = Your income plan

5:15 – The walls = Your investment plan

9:11 – The roof = Your insurance protections

12:26 – The finishing touches – Your estate plan

15:32 – Creating a blueprint

16:45 – Mailbag question about finances in second marriages