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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.

Sep 21, 2023

Are you nearing “retirement age”? If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.

 

This is always one of the first questions we receive so we talk through this quite a bit. We hope this episode will give you a better idea of how people typically feel about retirement and how we work with them to get them to a place where they’re confident about making that transition.

 

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

  • The fear of the unknown often prevents people from taking that step into retirement.
  • There are emotional factors on top of the financial ones that weigh on people.
  • Why financial education is so important for gaining confidence in your retirement.
  • How we approach the conversation with someone who wants to retire but might not be ready financially.

 

Contact Dave and Drue: 

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

Email: info@truefp.biz

Phone: 877-359-8783