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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 131: Financial, Business and Personal Goals For 2023

Ep 131: Financial, Business and Personal Goals For 2023

Mar 2, 2023

With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead.  

On today’s show, we’ll explore some of our business, personal and relationship goals for 2023 and explore what might be some worthwhile goals for you to add to your list. We talk so much about what we want our clients to focus on and ways in which you can improve your financial life, but now we want to turn the spotlight on us and open up with you on where we hope to improve this year.

On today’s show, here’s some of what you’ll learn:

  • Our personal goals for the year, including faith and family. (4:40)
  • Our relationship goals and why you need to change things up sometimes. (12:01)
  • Our business goals and why education is so important. (16:59)

 

Contact Dave and Drue: 

Web: https://www.truefinancialpartners.com/

Email: info@truefp.biz

Phone: 877-359-8783