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 62: Financial Mistakes Couples Often Make

Sep 30, 2021

Getting spouses on the same page when it comes to their retirement plans can sometimes be challenging. Today we’re sharing some of the things that couples often mess up and how you can avoid these mistakes.

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Ep 61: Should You Be Spending More in Retirement?

Sep 23, 2021

Should you spend more money to have a better retirement? That’s what one article says, and today, we’re diving into this column and sharing our thoughts about everything that was written on this subject.

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Ep 60: Mailbag - Business Loans, Investment Options and Roths

Sep 16, 2021

Today we’re answering your mailbag questions on the podcast. Over the course of the show, we’ll cover three different topics that listeners are curious about: using an IRA or loan for a business, trading options in retirement, and how to handle IRA withdrawals.

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Ep 59: Is It Okay to Put Off These Financial Items?

Sep 9, 2021

We all procrastinate from time to time, but when you do it with your finances it can create trouble down the road. We’ll tell you what financial matters people tend to put off and whether it’s okay.

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Ep 58: Spotting Red Flags In Your Finances

Sep 2, 2021

We’re covering topics today that might raise red flags about your finances. Can you name your investments? How often are you meeting with your advisor? Find out if your answers to these and other questions are problematic.

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