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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. Mailbag: Funding a Wedding, Social Security Taxes & Investment Options

Mailbag: Funding a Wedding, Social Security Taxes & Investment Options

Aug 31, 2023

Today we’re opening up the mailbag once again to find out what financial questions you have for Dave and Drue.

This episode could be very helpful if you’re looking to improve your financial situation and prepare for retirement. Some of the things we’ll discuss include investment strategies, what to do with a large amount of cash, taxes, and inheritances.

If you ever have anything you’re curious about or a scenario you need help with, we’d love to hear from you!

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

  • How high is too high for a fee in an IRA?
  • What is the next best investment account if you can’t put anymore into a Roth?
  • What options do you have for funding a wedding if most of your money is tied up in retirement accounts?
  • What can you do with a large savings account if you want it to start working for you?
    How taxes on Social Security benefits are determined. 

 

Contact Dave and Drue: 

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

Email: info@truefp.biz

Phone: 877-359-8783