Preview Mode Links will not work in preview mode

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.

Oct 15, 2020

Major life events can change the way we plan for and think about our future. Find out what five life changes are most likely to affect you financially and how you should deal with them.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-18-5-life-events-that-spark-major-financial-changes/ 

 

What we discuss on this show:

2:27 – Changing jobs

4:53 – Being fired, furloughed, or laid off

7:15 – Inheritance

11:43 – Serious medical conditions

14:03 – Losing a spouse