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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 93: Mailbag - 401k Debt Relief, Selling Mom’s House and Picking Advisors

Ep 93: Mailbag - 401k Debt Relief, Selling Mom’s House and Picking Advisors

May 19, 2022

Should I take money out of my 401k to pay off debt? What are the tax implications of selling my mom’s house? Why are financial advisors paying more attention to my husband? These are a few of the questions we’re answering in today’s mailbag.

 

What we discuss today: 

2:30 – 401k debt relief

7:57 – Selling mom’s house

10:25 – Ignoring the wife

11:28 – Taking Social Security

14:05 – Diversified

16:09 – Nursing home care

 

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