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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 40: Campaign Principles of Financial Advisors

Ep 40: Campaign Principles of Financial Advisors

Apr 1, 2021

On this episode of the Wealthy Habits podcast, we’re talking about guiding principles of finance and what we would campaign on if we ever ran for elected office, financially speaking.

 

Read more and get additional resources here: https://www.truefinancialpartners.com/ep-40-campaign-principles-of-financial-advisors/

 

What we discuss on this episode: 

1:55 – Managing risk

5:53 – Finding purpose in your portfolio

8:31 – Eliminating lazy money

10:59 – Finding peace of mind with money

13:51 – More financial advice