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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 31: Mailbag - Social Security, Life Insurance, and Legacies

Ep 31: Mailbag - Social Security, Life Insurance, and Legacies

Jan 28, 2021

Today, we’re answering your most pressing financial questions, which will include Social Security, life insurance, and leaving a legacy. There's a little something in here for everyone so let’s jump into the mailbag.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-31-mailbag-social-security-life-insurance-and-legacies/ 

 

What we discuss on this episode: 

2:08 – Start social security to pay off house?

5:48 – Use life insurance to create income

7:47 – What amount to leave to children?

11:22 – How long should I wait to reinvest?

13:10 – How much long-term care coverage do we need?

15:11 – Do I need a financial advisor?