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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.

Dec 16, 2021

Today we’re talking about something we all occasionally do in life – cutting corners. Whether we do this with our finances, exercising, etc., we’re all guilty of this sometimes. When you do this financially, it can really hurt you in the long term.

 

Read more and get additional financial information: https://www.truefinancialpartners.com/ep-73-quit-cutting-financial-corners/ https://www.truefinancialpartners.com

 

What we discuss today: 

3:13 – Too much risk

6:27 – Legal documents

12:26 – Getting organized

18:26 – Ignoring investment details

22:00 – Long-term care