show episodes
 
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 choic ...
 
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show series
 
Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter – until they do. There are some things in the financial world that are the same way. We’ll explain what they are. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-…
 
There’s a lot of focus on accumulating money, but today we’re talking about decumulation. It’s an important part of any retirement plan, and we’ll explain what it is and why you need to know about it. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-54-5-things-you-must-know-about-decumulation-to-retir…
 
On this episode of the Wealthy Habits podcast, we’re talking about a hot topic – inflation. Whether you're watching TV, reading the newspaper, or talking finances with people, you’ll hear the word inflation a lot lately. We want try to help you understand it, what it means and how it could affect your financial planning. Read more and get additiona…
 
Today, we’re answering your most pressing financial questions about how much to save for retirement, whether to buy a dream home and if you should kick your sister out of mom’s house. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-52-mailbag-wedding-savings-stocks-and-ira-growth/ What we discuss on t…
 
Are you an emotional spender or someone who loves to do research before making a purchase? No matter how you spend money, it’s helpful to know your personality type so you can best plan for retirement. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-51-whats-your-spending-personality/ What we discuss …
 
Your father’s retirement plan likely looked vastly different from your own. We’ll explain how times have changed and what that means for your retirement planning process. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-50-this-is-not-your-fathers-retirement/ What we discuss on this episode: 1:45 – Wor…
 
Common sense is actually quite uncommon, especially when it comes to financial planning. Here are some common sense money approaches you need to know. Read more and get additional resources here: https://www.truefinancialpartners.com/ep-49-learning-through-uncommon-sense/ What we discuss on this episode: 2:52 – Buy low, sell high 6:16 – Don’t pay m…
 
Today, we’re answering your most pressing financial questions about how much to save for retirement, whether to buy a dream home and if you should kick your sister out of mom’s house. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-48-mailbag-retirement-savings-dream-home-and-moms-house/ What we discu…
 
On this episode of the Wealthy Habits podcast, we’ll explain some valuable lessons you can learn from the world of medicine and how it applies to your financial life. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-47-listen-to-the-money-doctor/ What we discuss on this episode: 2:40 – Get check ups 6:…
 
People often have questions about life insurance. It’s not a sexy topic, but it is an important one. We’ll explain why. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-46-do-retirees-really-need-life-insurance/ What we discuss on this episode: 2:54 – Dirty word 5:03 – Do you need it? 7:24 – How much? …
 
We’re coming up on the one-year anniversary of this podcast, so we’ve decided to do something different and focus today’s episode on getting to know us better. Find out what we’re like outside of the office and what things we’ll never do again. Read more: https://www.truefinancialpartners.com/ep-45-our-hopes-and-dreams-and-what-well-never-do-again/…
 
With financial planning, there can be good and bad outcomes in a single situation – it’s the double edged sword of life. We’ll explain how we help clients through these predicaments. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-44-double-edged-sword-financial-issues-of-life/ What we discuss on this…
 
Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two words you want associated with each other. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-42-are-you-flirting-with-financial-disaster/ What w…
 
Today, we’re answering your most pressing financial questions about 401ks, mutual funds and inflation. Let’s jump into the mailbag. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-42-mailbag-401ks-mutual-funds-and-inflation/ What we discuss on this episode: 2:07 – Can I leave 401k to son? 4:29 – Worry…
 
On this episode of the Wealthy Habits podcast, we’re talking about the intersection of crisis and opportunity, two words you probably don’t think of together. But sometimes a financial crisis can create opportunities for people. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-41-where-financial-crisis…
 
On this episode of the Wealthy Habits podcast, we’re talking about guiding principles of finance and what we would campaign on if we ever ran for elected office, financially speaking. Read more and get additional resources here: https://www.truefinancialpartners.com/ep-40-campaign-principles-of-financial-advisors/ What we discuss on this episode: 1…
 
Today we’re talking about the state of pension plans in America. How have they changed, and how can they affect your retirement? Read more and get additional financial planning here: https://www.truefinancialpartners.com/ep-39-the-state-of-the-american-pension-plan/ What we discuss on this episode: 2:01 – How many companies have pensions 3:25 – How…
 
You should never assume when it comes to retirement planning. You might have some wrong ideas. We’ll explain what those wrong assumptions are and why. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-38-dont-make-these-assumptions-about-retirement/ What we discuss on this episode: 2:32 – Spending less …
 
On this episode of the Wealthy Habits podcast, we answer your mailbag questions about all things finances. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-37-mailbag-roths-hsas-and-real-estate/ What we discuss on this episode: 2:02 – Max out Roth 401k or Roth IRA? 7:31 – HSA advice 9:55 – Pay off hous…
 
Should parents involve children in finances? Are there different rules for younger children versus older children? We’ll explain what you should and shouldn’t say to your kids about money Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-36-how-to-teach-your-kids-about-money/ What we discuss on this epi…
 
A lot of people are talking about taxes this time of year, so we're going to help you out and give you some 2021 tax tips. We’ll look back at some big events that happened over the last year, how they might impact your taxes, and how you can prepare for that. Read more and get additional financial resources: https://www.truefinancialpartners.com/ep…
 
A recent survey found that nearly half of women said they defer their husbands when it comes to major financial and investment decisions. On this episode of the Wealthy Habits podcast, we’ll explain why it’s important for both men and women to be involved in financial decision-making and how women can participate more. Read more and get additional …
 
Today, we're going to be introspective and look inside ourselves to help us understand how we view money, what our goals are, and where we want to go. These five questions could have a major financial impact on you. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-33-five-financial-questions-to-ask-you…
 
Today we’re sharing five important retirement stats that reveal some of the problems people face when they're getting ready to retire. Find out how you can avoid falling behind in these areas. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-32-five-important-retirement-stats/ What we discuss on this e…
 
Today, we’re answering your most pressing financial questions, which will include Social Security, life insurance, and leaving a legacy. There's a little something in here for everyone so let’s jump into the mailbag. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-31-mailbag-social-security-life-insur…
 
Let’s dive into financial literacy and the three qualities of money you want inside your portfolio. Do you know what they are? On this episode of the Wealthy Habits podcast, we’ll explain the three qualities of money that you need in your portfolio. Read more and get additional financial planning resources here: https://www.truefinancialpartners.co…
 
What is a Roth conversion, and is it right for you? We’ll dig into the pros and cons and fill you in on everything you need to know. Read more and get additional financial resources here: http://petersonfg.com/new-year-new-ideas-to-consider/ What we discuss on this episode: 2:19 – What is a Roth conversion? 6:42 – What if you’re 55 or older? 10:15 …
 
When you think about financial planning, what emotions come to mind? We’ll explain the top two emotions people have when dealing with their money and how to handle those feelings. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-28-how-to-account-for-emotions-in-your-financial-plan/ What we discuss in …
 
Today we’re continuing a two-part series on critical estate planning mistakes. We went through three mistakes on the first part. On this second part of the Wealthy Habits podcast, Dave and Drue talk about three more mistakes people make. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-27-avoid-these-c…
 
Over the next two episodes, we’ll be talking about critical estate planning mistakes. We have six different critical mistakes we're going to talk about over this two episode series. We'll do three today and three in the next one Read more and get additional resources here: https://www.truefinancialpartners.com/ep-26-avoid-these-critical-estate-plan…
 
Today’s episode is devoted to your questions about retirement and financial planning. How much risk is appropriate? What should I do before retiring? We’ll answer these and other questions. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-25-mailbag-answering-your-questions-about-retirement-risk-and-in…
 
Mutual funds have long been one of the most popular ways for people to invest. Is that still the case, and is the investment landscape changing? Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-24-the-future-of-mutual-funds/ What we discuss on this show: 2:08 – Who has mutual funds? 4:50 – What average…
 
On this episode of the Wealthy Habits podcast, Dave and Drue share five important questions you need to know to prepare for retirement. Let’s see how well you know your finances. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-23-are-you-prepared-for-retirement-take-this-quiz/ What we discuss on this …
 
You've probably heard opinions about variable annuities, and it seems like many people aren't very big proponents of them. We’re going to find out why that is and what annuities are all about. Read more and get additional financial planning resources here: https://www.truefinancialpartners.com/ep-22-whats-the-truth-about-variable-annuities/ What we…
 
On 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 thi…
 
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 a…
 
Today 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 …
 
Major 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…
 
Friends, family and others often have the best intentions when giving you financial advice, but beware – it’s not always a good idea to follow their lead. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-17-best-intentions-dont-always-lead-to-good-advice/ What we discuss on this show: 3:13 – Family 5:3…
 
The COVID-19 pandemic has caused chaos and financial uncertainty for many people, but should you tap into your retirement accounts early? The government has approved different provisions that loosen some of the retirement rules, but Dave and Drue explain why it should be a last resort. Read more and get additional financial resources here: https://…
 
Today’s episode is all about the coronavirus. How has it affected the market so far, and what changes might lie ahead? Read more and get additional financial planning resources here: https://www.truefinancialpartners.com/ep-15-coronavirus-impact-on-financial-planning/ What we discuss on this show: 2:59 – How have things changed since March? 5:40 – …
 
It’s not uncommon to get financially sidetracked on your way to retirement. Dave and Drue explain what to do if you’re lost and how to get back on track. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-14-are-you-getting-lost-on-the-way-to-retirement/ What we discuss on this show: 2:34 – Bad tools 5:5…
 
Everybody likes to have cash, but is there a time when it’s good or bad? Dave and Drue explain the pros and cons of having more cash on hand. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-13-pros-and-cons-of-having-more-cash-on-hand/ What we discuss on this episode: 2:30 – Good reasons to have cash …
 
What’s the difference between a will and a trust, and which one should I choose? Dave and Drue explain why they are so important and which one you might need. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-12-will-vs-trust-whats-right-for-me/ On today's show: 2:31 – Difference between wills and trust…
 
Step into the classroom as Dave and Drue explain some financial buzzwords. How do these words impact you, and what do they mean? We'll tell you today. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-11-what-do-these-financial-buzzwords-mean/ On today's show: 3:54 – Full retirement age 7:12 – Tax defer…
 
You’ve heard advice about how to improve your finances and prepare for retirement, but what about mistakes? Today, Dave and Drue share five ways you could be ruining your retirement. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-10-5-ways-to-ruin-retirement/ On today's show: 2:17 – Treating retireme…
 
What are the steps to building a strong financial house? Dave and Drue give you step-by-step instructions to create a solid foundation and flourish with your finances. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-9-how-to-build-a-strong-financial-house/ On today's show: 2:07 – The foundation = Your…
 
We often find that people are clinging to ideas or beliefs that end up giving them a false sense of hope about their retirement. That’s a very dangerous position to be in. Let’s explore some of that faulty thinking and why it leaves people underprepared for retirement. Read more and get additional financial resources here: https://www.truefinancial…
 
There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”. Read more and get additional financial resources here: ht…
 
There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So we’ll give you each of these types of annuities, you explain how they work and how they might be used in someone’s financial plan. Read more and get additional financial resources here: https://www.truefinancial…
 
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