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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 62: Financial Mistakes Couples Often Make

Ep 62: Financial Mistakes Couples Often Make

Sep 30, 2021

Getting spouses on the same page when it comes to their retirement plans can sometimes be challenging. Today we’re sharing some of the things that couples often mess up and how you can avoid these mistakes. 

 

Read and get additional financial information: https://www.truefinancialpartners.com/ep-62-financial-mistakes-couples-often-make/

 

What we discuss today: 

3:10 – Spousal benefits
7:55 – Social Security
11:09 – Investing
14:40 – Risk
17:07 – Retirement goals