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.

Ep 20: Frequently Asked Questions About 401Ks

Oct 29, 2020

Most people have a 401K or other retirement plan, but it’s not as simple as contributing money and collecting it when you retire. There are a lot of decisions you can make about investments, loans, rollovers and more. On this episode of the Wealthy Habits podcast, Dave and Drue answer some frequently asked questions...

Ep 19: What You Should Know About Wills and Trusts

Oct 22, 2020

Today we’re talking about estate planning, specifically wills and trusts. Find out what’s right for you, how much it costs and more.

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-19-what-you-should-know-about-wills-and-trusts/

What we discuss on this...

Ep 18: 5 Life Events That Spark Major Financial Changes

Oct 15, 2020

Major life events can change the way we plan for and think about our future. Find out what five life changes are most likely to affect you financially and how you should deal with them.

Read more and get additional financial resources here:

Ep 17: Best Intentions Don’t Always Lead to Good Advice

Oct 8, 2020

Friends, family and others often have the best intentions when giving you financial advice, but beware – it’s not always a good idea to follow their lead.

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-17-best-intentions-dont-always-lead-to-good-advice/

What we...