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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 125: Learning From Grandma’s Financial Wisdom

Ep 125: Learning From Grandma’s Financial Wisdom

Jan 19, 2023

Even if she wasn’t directly talking about money, Grandma said a lot of smart things that we can apply to our financial planning. We might not have known it then, but looking back on wisdom that was imparted to us can teach us lessons years later.

In this episode, we’ll look at some of the sayings that we all heard our grandma say growing up and see how we can apply that to our planning today.

On today’s show, we’ll share:

  • “When it rains, it pours.” Good news usually comes in waves, but so does bad news. Maybe this explains why the market often behaves the way it does. (1:45)
  • “You never know.” Good retirement planning is about balancing those different elements of certainty and uncertainty. (5:51)
  • “A bad apple spoils the whole barrel.” That could also be true with your investments. (7:54)

 

Have questions? Get in touch with True Financial Partners:

https://www.truefinancialpartners.com/

info@truefp.biz

877-359-8783