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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. Protecting Yourself from Financial Scams

Protecting Yourself from Financial Scams

Aug 17, 2023

Scams have never been more prevalent as we’ve all become more connected through technology, and many predators are targeting your financial accounts. It happens all the time and we all have our own first-hand accounts.  

In this episode, we’re going to share some of our experiences with scams, from email to phone calls to texts. Plus, we’ll talk about how we help clients protect their money and their assets.

 

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

  • The different types of scams that we’ve personally seen or heard.
  • Scammers play on emotion to get a response.
  • What you can do if you think something might be a scam.
  • Experiences we’ve had with clients that have fallen victim to scams.

 

 

Contact Dave and Drue: 

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

Email: info@truefp.biz

Phone: 877-359-8783