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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 48: Mailbag: Retirement Savings, Dream Home and Mom’s House

Ep 48: Mailbag: Retirement Savings, Dream Home and Mom’s House

Jun 4, 2021

Today, we’re answering your most pressing financial questions about how much to save for retirement, whether to buy a dream home and if you should kick your sister out of mom’s house.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-48-mailbag-retirement-savings-dream-home-and-moms-house/ 

 

What we discuss on this episode: 

3:53 – Retire comfortably

6:54 – Mortgage in retirement

9:20 – Sister in mom’s house

12:03 – Emergency fund

13:34 – 401k

17:34 – Divorce