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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
 
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…
 
We often talk about the fallout from COVID-19 and how it has affected our lives in many ways. But did you know it is also affecting some people’s retirement plans? If you’re planning to retire soon or are already retired, this is information you need to know. Read more and get additional financial information: https://www.truefinancialpartners.com/…
 
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” sign warning you to be aware of the gap between the train door and the station platform. Today we’re talking about minding the gaps in your retirement plan. Read more and get additional financial information: https://www.truefinancialpartners.com/ep-64-mind-these-fi…
 
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune with their financial plans. Read more and get additional financial information: https://www.truefinancialpartners.com/ep-63-is-your-financi…
 
Getting spouses on the same page when it comes to their retirement plans can sometimes be challenging. Today we’re sharing some of the things that couples often mess up and how you can avoid these mistakes. Read and get additional financial information: https://www.truefinancialpartners.com/ep-62-financial-mistakes-couples-often-make/ What we discu…
 
Should you spend more money to have a better retirement? That’s what one article says, and today, we’re diving into this column and sharing our thoughts about everything that was written on this subject. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-61-spend-more-money-to-have-a-better-retirement/ H…
 
Today we’re answering your mailbag questions on the podcast. Over the course of the show, we’ll cover three different topics that listeners are curious about: using an IRA or loan for a business, trading options in retirement, and how to handle IRA withdrawals. Read more and get additional financial resources here: https://www.truefinancialpartners…
 
We all procrastinate from time to time, but when you do it with your finances it can create trouble down the road. We’ll tell you what financial matters people tend to put off and whether it’s okay. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-59-is-it-okay-to-put-off-these-financial-items/ What we…
 
We’re covering topics today that might raise red flags about your finances. Can you name your investments? How often are you meeting with your advisor? Find out if your answers to these and other questions are problematic. Read more and get additional financial resources here: http://truefinancialpartners.com What we discuss on this episode: 2:54 –…
 
On this episode of the Wealthy Habits podcast, we’ll answer your mailbag questions about all things finances. Among the things we discuss are divorce, interest rates, money arguments and Social Security. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-57-mailbag-divorce-money-arguments-and-social-secu…
 
SECURE Act 2.0 is on the horizon and could be signed into law later this year. We’ll explain how it could affect you. Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-56-how-secure-act-2-0-could-affect-you/ What we discuss on this episode: 2:45 – Required minimum distribution age 7:42 – Automatic 401k …
 
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…
 
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