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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.

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...


May 19, 2022

Should I take money out of my 401k to pay off debt? What are the tax implications of selling my mom’s house? Why are financial advisors paying more attention to my husband? These are a few of the questions we’re answering in today’s mailbag.

 

What we discuss today: 

2:30 – 401k debt relief

7:57 – Selling...


May 12, 2022

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. On this episode, we’ll cover some common housing questions we get from retirees.

 

What we discuss today: 

2:51 – Interest rates

8:50 – Downsizing

10:58 – Home equity

15:03 –...


May 5, 2022

Should you pay for an expensive college for your child? Should you budget or meet with a financial advisor first? These are a few of the questions we’re answering in today’s mailbag.

 

What we discuss today: 

3:28 – College costs

5:31 – Budgeting

7:33 – Money in the bank

10:47 – Life insurance

12:55 –...