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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.

Jul 27, 2023

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement.

From housing and healthcare to insurance and taxes, we’re here to share some of the expenses you need to keep an eye on. You can consider questions such as: Should you downsize your house or buy a vacation home? Are you blowing your budget by acting like every day is Saturday in retirement? How much insurance do you really need? No matter the topic, we’re here for all your retirement needs.

 

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

  • What is your housing situation? Is your mortgage paid off? (3:30)
  • Will your expenses drop in retirement? (9:39)
  • Will your taxes change in retirement? (15:49)

 

Contact Dave and Drue: 

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

Email: info@truefp.biz

Phone: 877-359-8783