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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 102: Mailbag - Inheritance, Kids, and Medicare

Ep 102: Mailbag - Inheritance, Kids, and Medicare

Aug 4, 2022

Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about inheritance squabbles, when to leave money to kids and Medicare.

 

What we discuss today: 

3:11 – Inheritance

6:03 – Financial advisors

8:30 – Market jumping

12:44 – Unused leave

14:51 – Medicare

18:03 – Money for kids

 

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/