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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.

Sep 2, 2021

We’re covering topics today that might raise red flags about your finances. Can you name your investments? How often are you meeting with your advisor? Find out if your answers to these and other questions are problematic.

 

Read more and get additional financial resources here: http://truefinancialpartners.com 

 

What we discuss on this episode:

2:54 – Name your investments
6:59 – Meeting with your advisor
9:21 – Account balances
12:09 – How much income you’ll need
14:34 – Retirement plan