Download the App!

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 ...
 
Loading …
show series
 
Today we’re answering your mailbag questions. Joel wants to know where to keep his emergency funds. Jackie wants to know how often she should hear from her financial advisor. We’ll also answer questions on generational attitudes, business ownership, long-term care, and helping parents. Read more and get additional financial information: https://www…
 
Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning. Read more and get additional financial information: https://www.truefinancialpartners.com/ep-69-tax-consequences-for-different-account-types/ Wha…
 
You’ve probably heard the buzzword “risk-averse” before. So, what does it mean? How does this term apply to our retirement plan? Read more and get additional financial information: https://www.truefinancialpartners.com/ep-68-are-you-risk-averse/ What we discuss today: 3:12 – What does risk-averse mean? 5:24 – Our clients’ risk types 10:39 – Retirem…
 
Sometimes we need to think about retirement in a non-financial way. So today, we'll move away from the financial conversations we usually have and discuss some of the non-financial retirement items we should be thinking about. Join us for this fun conversation. Read more and get additional financial information: https://www.truefinancialpartners.co…
 
How can overconfidence lead to financial issues? If you get a little too comfortable with your financial position and decisions you could be blindsided. Watch out for the pride before the fall. Read more and get additional financial information: https://www.truefinancialpartners.com/ep-66-how-overconfidence-can-lead-to-financial-ruin/ What we discu…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login