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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 137: Mailbag: Roth Conversions, Advisors and Rentals

Ep 137: Mailbag: Roth Conversions, Advisors and Rentals

Apr 13, 2023

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. 

This episode could be very helpful if you’re looking to improve your financial situation and prepare for retirement. We will discuss when to convert an IRA to a Roth, how to know if a financial advisor is trustworthy, and even how to pay for a rental property. You don’t want to miss this one!

 

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

  • Should I convert my IRA to a Roth? (6:44)
  • How do you know if a financial advisor is trustworthy? (14:15)
  • How should I pay for a rental property? (17:38)

 

Contact Dave and Drue: 

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

Email: info@truefp.biz

Phone: 877-359-8783