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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 77: Mailbag - Working Part-Time, Mortgage Payments, and More

Ep 77: Mailbag - Working Part-Time, Mortgage Payments, and More

Jan 20, 2022

We’re answering your mailbag questions, today. Dean wants to know whether to keep working or retire. Claire wonders if she should split her mortgage payments. We’ll also be answering questions on entering the market, generational wealth, and more.

 

What we discuss today: 

1:44 – Working on retiring

3:19 – Splitting mortgage payments

8:05 – Savings rate

10:51 – New money

14:11 – Generational wealth

18:34 – Money in marriage

 

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/