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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. Key Finance Decisions During Major Life Events (Part 1)

Key Finance Decisions During Major Life Events (Part 1)

Jun 29, 2023

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we’ll dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability.

For example, if you’re getting married, there are some key questions you and your spouse need to answer together. Will you have a joint bank account? Do you want a prenup? How will you handle budgeting? We’re here to help with these questions and more as we tackle the topic of your finances during major life events.

 

Here's what we'll talk about on today's show:

  • How to handle money in marriage. (2:48)
  • How to set yourself up for success financially if you remarry. (10:13)
  • Why handling money during divorce is one of the hardest things to navigate. (15:52)

 

Contact Dave and Drue: 

Web: https://www.truefinancialpartners.com/

Email: info@truefp.biz

Phone: 877-359-8783