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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.

Jan 28, 2021

Today, we’re answering your most pressing financial questions, which will include Social Security, life insurance, and leaving a legacy. There's a little something in here for everyone so let’s jump into the mailbag.

 

Read more and get additional financial resources here:


Jan 21, 2021

Let’s dive into financial literacy and the three qualities of money you want inside your portfolio. Do you know what they are?
 
On this episode of the Wealthy Habits podcast, we’ll explain the three qualities of money that you need in your portfolio.
 
Read more and get additional financial planning...


Jan 14, 2021

What is a Roth conversion, and is it right for you? We’ll dig into the pros and cons and fill you in on everything you need to know.

 

Read more and get additional financial resources here: http://petersonfg.com/new-year-new-ideas-to-consider/

 

What we discuss on this episode: 

2:19 – What is a Roth conversion?


Jan 7, 2021

When you think about financial planning, what emotions come to mind? We’ll explain the top two emotions people have when dealing with their money and how to handle those feelings.

 

Read more and get additional financial resources here: