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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 107: Going Against The Grain

Ep 107: Going Against The Grain

Sep 15, 2022

Buckle up! We’re going against the grain today and sharing some financial advice we disagree with and why.

As advisors, our job is not to be your best friend. We share tough love and help you get where you want to be financially.

It can be hard for people to go against the grain and do something different, but it’s important to know that not all financial advice suits everyone the same.

On today’s show, we’ll share:

  • The appropriate amount of risk for a retiree or pre-retiree (3:39)
  • Appropriate use of life insurance (6:48)
  • Whether to pay off your house (10:56)
  • Appropriate use of annuities (14:22)
  • How much money to have in cash (19:13)

For more, visit us online: http://truefinancialpartners.com