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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.

  1. All Episodes
  2. Ep 1: Getting to Know Dave & Drue

Ep 1: Getting to Know Dave & Drue

Jun 15, 2020

Welcome to the debut episode of the Wealthy Habits podcast. Before we get rolling on financial topics and retirement planning discussion, let’s introduce you to the voices you’ll be hearing on every show. Join us as we get to know Dave Elizondo and Drue Kampmann, their business, and the goals for the podcast.

 

Get additional financial resources here: https://www.truefinancialpartners.com/ 

 

Today's show schedule: 

1:24 – What does being a financial planner mean to you?

3:12 – How did they become partners and start working together?

4:00 – What does the financial planning process look like for clients?

5:31 – One thing you want listeners to know about each of you.

6:11 – What do you like most about the Quad Cities?

7:55 – What does a typical weekend look like for you?

8:57 – What’s the last place you visited?

10:35 – The reason why you decided to launch a podcast.

12:50 – What are some of the topics we can expect to talk about on the podcast?

13:42 – The ideal listener to the podcast.

16:50 – How to connect with Dave and Drue.