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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.

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  2. Ep 25: Mailbag - Answering Your Questions About Retirement, Risk and Investing

Ep 25: Mailbag - Answering Your Questions About Retirement, Risk and Investing

Dec 10, 2020

Today’s episode is devoted to your questions about retirement and financial planning. How much risk is appropriate? What should I do before retiring? We’ll answer these and other questions.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-25-mailbag-answering-your-questions-about-retirement-risk-and-investing/ 

 

What we discuss on this show: 

2:07 – I’ll be retiring in one year. What do I need to do before I walk away?

4:07 – How much risk is appropriate with my investments now that I’m retired?

7:27 – I just received a large amount of cash from my mom’s estate. I’m hesitant to invest it right now, because it seems like I’d be buying high.

9:42 – My husband’s military pension is a very nice monthly benefit, but after he dies, I don’t get a penny of it. How do we address this problem?

11:38 – I’m overwhelmed by all the accounts we have.

15:31 – Should I use a big-time advisor?