Wealthy Habits Podcast
by Dave ElizondoAre 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.
Copyright: Copyright True Financial Partners 2020
Episodes
Ep 21: How To Pick The Right Financial Advisor
18m · PublishedOn this episode of the Wealthy Habits podcast, Dave and Drue explain how to pick the right financial advisor. You might be surprised how little time people invest in this crucial process.
Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-21-how-to-pick-the-right-financial-advisor/
What we discuss on this show:
4:32 – How to find the right advisor
7:51 – Warning signs
10:33 – When an advisor doesn’t fit you anymore
13:50 – What could go wrong?
14:45 – What to look for when choosing an advisor
Ep 20: Frequently Asked Questions About 401Ks
27m · Published
Most people have a 401K or other retirement plan, but it’s not as simple as contributing money and collecting it when you retire. There are a lot of decisions you can make about investments, loans, rollovers and more. On this episode of the Wealthy Habits podcast, Dave and Drue answer some frequently asked questions about 401Ks.
Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-20-frequently-asked-questions-about-401ks/
What we discuss on this show:
2:21 – Should I accept 401K advice from my company?
5:23 – Should I take out a 401K loan?
8:41 – Are 401K rollovers a good idea?
14:14 – Should I use target date funds?
17:09 – Should I take my company match or contribute more?
21:48 – Should I do a Roth 401K?
Ep 19: What You Should Know About Wills and Trusts
18m · PublishedToday we’re talking about estate planning, specifically wills and trusts. Find out what’s right for you, how much it costs and more.
Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-19-what-you-should-know-about-wills-and-trusts/
What we discuss on this show:
2:20 – Why estate planning is so important
3:29 – Will or trust?
8:10 – When you might not need a will
10:05 – You don’t need a lot of assets for a trust
11:46 – Be aware of costs and fees
13:00 – How quickly you can settle a will versus a trust
14:25 – Financial adviser’s role
Ep 18: 5 Life Events That Spark Major Financial Changes
19m · PublishedMajor life events can change the way we plan for and think about our future. Find out what five life changes are most likely to affect you financially and how you should deal with them.
Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-18-5-life-events-that-spark-major-financial-changes/
What we discuss on this show:
2:27 – Changing jobs
4:53 – Being fired, furloughed, or laid off
7:15 – Inheritance
11:43 – Serious medical conditions
14:03 – Losing a spouse
Wealthy Habits Podcast has 154 episodes in total of non- explicit content. Total playtime is 56:54:59. The language of the podcast is English. This podcast has been added on November 22nd 2022. It might contain more episodes than the ones shown here. It was last updated on June 1st, 2024 17:10.
