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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 or by calling 563-359-8783.

Dec 1, 2022

It’s time for another mailbag episode, and we bet these questions (and our answers) will help many of you. This episode could really help if you’re looking to improve your financial situation and prepare for retirement.


We will discuss when you should switch from being an aggressive investor to a conservative one, what’s a good age to retire and more. Listen to hear some of the questions our other listeners have and maybe you’ll gain some valuable knowledge from our answers!

On today’s show, we’ll share:

  • At what age should you become a conservative investor? (1:45)
  • Should I do a Roth 401k at work? (3:25)
  • Should I wait to retire at 65 or 66? (7:28)

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