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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 12: Will Vs. Trust: What’s Right for Me?

Ep 12: Will Vs. Trust: What’s Right for Me?

Aug 27, 2020

What’s the difference between a will and a trust, and which one should I choose? Dave and Drue explain why they are so important and which one you might need.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-12-will-vs-trust-whats-right-for-me/ 

 

On today's show: 

2:31 – Difference between wills and trusts

4:25 - Three purposes of a trust

6:52 – How wills and trusts affect retirement accounts

8:04 – Who chooses wills and trusts

11:34 – Power of attorney