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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 or by calling 563-359-8783.

Jul 9, 2020

There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So we’ll give you each of these types of annuities, you explain how they work and how they might be used in someone’s financial plan.


Read more and get additional financial resources here:


Today's show schedule: 

0:55 – How clients are handling the slow return to normal. 

1:57 – What we plan to talk about today.

2:15 – What is the Immediate Annuity?

3:37 – The Fixed Annuity

4:23 – Variable Annuities

6:11 - Fixed Indexed Annuity

9:23 – Do you utilize annuities with your clients?

11:00 – An example of how they’ve used these with a client.

14:42 – Are annuities more popular now with the volatility we’re experiencing?