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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.

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  2. Ep 80: Retirement Potpourri: Let’s Play Fill In The Blank

Ep 80: Retirement Potpourri: Let’s Play Fill In The Blank

Feb 11, 2022

Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!

 

What we discuss today: 

3:15 – Don’t run out of money

7:45 – Stock market

13:16 – Run the other way

14:33 – Client worries

15:32 – Common mistakes

18:01 – Gratifying part of their job

 

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