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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 16, 2020

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.


Read more and get additional financial resources here: 


Today's show schedule: 

2:42 – 1st mistake: Investing at age 59 the same way you did at 39.

7:10 – 2nd mistake: No plan or strategy for claiming Social Security.

11:20 – 3rd mistake: Focused on tax preparation but not tax planning.

14:01 – 4th mistake: Assuming that all your healthcare needs will be covered by Medicare.  

15:45 – 5th mistake: Taking on more risk to make up for lost time.