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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. Power of Attorney, Long-Term Care, Retirement Travel and more! Mailbag Episode

Power of Attorney, Long-Term Care, Retirement Travel and more! Mailbag Episode

Oct 12, 2023

We’re back with another mailbag edition of the podcast today! Listen in as Dave and Drue answer some recent questions they’ve received from listeners like you. From power of attorneys to long-term care and lump sum pension buyouts, we’re covering a wide variety of topics on today’s show.

Catherine asks what she can do to help set up her daughter and grandchild for success financially. Charlie asks what a reasonable amount of money is to spend on travel in retirement. Tune in to hear Dave and Drue’s responses to these questions and many more. Come see what you can learn from today’s show!

Here are a few questions we tackle in today’s show:

  • My mom is 85 and because of her dementia, I have power of attorney for her. She has substantial investments, but I have no idea what to do with them. How are you supposed to invest for an 85-year-old?
  • I haven't been able to find a long-term care policy that I like. Are they all extremely expensive?
  • I have some stock that is now worth more than 10 times what it was when I bought it. Is there any way to sell the stock without giving so much of it to Uncle Sam?
  • How much is a reasonable amount to spend on travel and retirement?
  • I have a lot of major life changes coming in the next six months that I think will affect how I should be invested. Is it best to just park my money in cash until life settles down and I know what my future will look like?

 

Contact Dave and Drue: 

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

Email: info@truefp.biz

Phone: 877-359-8783