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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 19: What You Should Know About Wills and Trusts

Ep 19: What You Should Know About Wills and Trusts

Oct 22, 2020

Today we’re talking about estate planning, specifically wills and trusts. Find out what’s right for you, how much it costs and more.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-19-what-you-should-know-about-wills-and-trusts/ 

 

What we discuss on this show: 

2:20 – Why estate planning is so important

3:29 – Will or trust?

8:10 – When you might not need a will

10:05 – You don’t need a lot of assets for a trust

11:46 – Be aware of costs and fees

13:00 – How quickly you can settle a will versus a trust

14:25 – Financial adviser’s role