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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 or by calling 563-359-8783.

May 26, 2022

It’s always a good idea to have cash set aside for emergencies or for major purchases you might have coming up. But when is a healthy bank account actually counterproductive? With today’s challenging financial environment, we thought it would be a good idea to have the cash conversation again.


What we discuss today: 

1:48 – Good reasons to have cash on hand

4:14 – How much cash should I have?

7:54 – Why it’s counterproductive to have more cash on hand

9:29 – Client example

10:28 – Ways you can invest money

12:20 – Layering risk over time

13:22 – Final thoughts


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