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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.

Mar 16, 2023

It’s time for another mailbag episode, and we have some great topics to discuss. This episode could really help if you’re looking to improve your financial situation and prepare for retirement.

 

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

  • Should I pay off my house or invest money and use investments to pay mortgage? (2:53)
  • Should I do anything besides a 529 plan for college savings? (7:12)
  • When should I withdraw from my 401k? (15:18)

 

Contact Dave and Drue: 

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

Email: info@truefp.biz

Phone: 877-359-8783