Best Truefinancialpartners Podcasts (2023)

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Wealthy Habits Podcast

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Ep 142: Mailbag: Beach Plans, Market Crashes and Delayed Retirement 25:15

6h ago25:15

25:15

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful if you’re looking to improve your financial situation and pr…

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Wealthy Habits Podcast

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Ep 141: Retirement Savings Basics: What’s The Purpose Of All My Accounts? 30:37

9h ago30:37

30:37

Are you aware that not all retirement accounts are created equal? It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pr…

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Wealthy Habits Podcast

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Ep 140: Should An Advisor Tailor A Plan To Fit Your Personality? 23:34

6d ago23:34

23:34

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters, and we’ve found that most of our clients fall into one of the categories we’ll discuss today. In this episode, we'll tackle the question of whether an advisor sho…

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Wealthy Habits Podcast

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Ep 139: Retirement Expenses For Which You Forgot To Plan 28:06

14d ago28:06

28:06

Are you ready for retirement? We’re willing to bet there are some future expenses that you may have forgotten to plan for. Join us as we discuss the most overlooked retirement expenses and how to prepare for them. If you’re preparing for retirement, we want to make sure you feel confident that you have every expense taken care of. From medical expe…

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Wealthy Habits Podcast

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Ep 138: Moving Your Retirement Goalposts: Is It Worth The Risk? 18:45

21d ago18:45

18:45

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. Whether you find yourself adding…

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Wealthy Habits Podcast

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Ep 137: Mailbag: Roth Conversions, Advisors and Rentals 28:19

29d ago28:19

28:19

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful if you’re looking to improve your financial situation and pr…

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Wealthy Habits Podcast

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Ep 136: Our Favorite Quotes 21:50

1M ago21:50

21:50

Let’s have some fun today. We’re sharing some of our favorite quotes and how we use them regularly to help our clients with their finances. We find that these quotes are relevant for many people and most financial situations we work with. We are excited to share this and other nuggets of wisdom on today’s show. Stay tuned to see how you can apply t…

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Wealthy Habits Podcast

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Ep 135: What’s Your Biggest Financial Fear? 26:01

2M ago26:01

26:01

We took an informal poll of listeners to find out what their biggest financial fears are. In this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Whether it’s running out of money, paying more taxes, or not having money to pass on to your kids, we all have fears about our finances. So, …

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Wealthy Habits Podcast

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Ep 134: Four Ways The SECURE Act 2.0 Might Impact You 23:06

2M ago23:06

23:06

On today’s show, we’ll explain what you need to know and learn four ways the new changes might impact you. From Required Minimum Distributions (RMDs) to catch-up contributions, we’ll cover some of the key items in SECURE Act 2.0. This won’t cover everything, but this will give you a few items to consider when you meet with your advisor next. On tod…

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Wealthy Habits Podcast

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Ep 133: Mailbag: How to Handle Mortgages, College and 401ks 21:39

2M ago21:39

21:39

It’s time for another mailbag episode, and we have some great topics to discuss. This episode could really help if you’re looking to improve your financial situation and prepare for retirement. On today’s show, here’s some of what you’ll learn: Should I pay off my house or invest money and use investments to pay mortgage? (2:53) Should I do anythin…

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Wealthy Habits Podcast

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Ep 132: 5 Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement Plan? 22:48

3M ago22:48

22:48

Today we’re addressing five common beneficiary mistakes that, unfortunately, a lot of people make. From making errors to naming minors as beneficiaries, we’ll break down some common blunders. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an o…

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Wealthy Habits Podcast

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Ep 131: Financial, Business and Personal Goals For 2023 26:41

3M ago26:41

26:41

With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show, we’ll explore some of our business, personal and relationship goals for 2023 and explore what might be some worthwhile goals for you to add to your list. We talk so much about what we want our client…

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Wealthy Habits Podcast

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Ep 130: Back To Basics - Understanding Income Planning 24:38

3M ago24:38

24:38

Do you understand the basics of income planning? If not, you might not be as far along in your retirement plan as you think. Understanding how much income you need and what sources will provide it for you efficiently is critical to success over a long period of time. We see a lot of clients, and when people first come to see us, very few have an in…

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Wealthy Habits Podcast

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Ep 129: Avoid These Rookie Investing Mistakes 22:28

3M ago22:28

22:28

Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. On this episode, we’ll cover some of the top rookie mistakes we see people make and illustrate how to avoid them or how to fix them if you’re already made some mistakes in your financial life. We’ll explain why you need to make sure every dollar y…

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Wealthy Habits Podcast

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Ep 128: 10-Point Financial Checklist for 2023 23:37

4M ago23:37

23:37

With the new year upon us, let’s run through the checklist of things you should be thinking about as it relates to your financial plans for retirement. Let’s see how prepared you are for retirement by answering these 10 questions. The key is you need to have concrete answers for them. If you don’t know the answers, you need to think about having so…

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Wealthy Habits Podcast

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Ep 127: Mailbag - Annuities, Life Insurance and Social Security 19:27

4M ago19:27

19:27

It’s time for another mailbag episode, and we have some great topics to discuss. This episode could really help if you’re looking to improve your financial situation and prepare for retirement. On today’s show, we’ll share: What should I do with my annuity? (3:26) Should you get a life insurance policy on your spouse? (6:00) When should you start t…

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Wealthy Habits Podcast

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Ep 126: Listen To This If You Need Help Understanding Your Financial Statements 20:24

4M ago20:24

20:24

The end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox, or inbox if you’re paperless. Ever wonder what some of those terms mean as you look at your 401(k), IRA and other account balances? Let’s spend a little time looking over a financial statement and breaking down some of the terms…

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Wealthy Habits Podcast

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Ep 125: Learning From Grandma’s Financial Wisdom 16:45

4M ago16:45

16:45

Even if she wasn’t directly talking about money, Grandma said a lot of smart things that we can apply to our financial planning. We might not have known it then, but looking back on wisdom that was imparted to us can teach us lessons years later. In this episode, we’ll look at some of the sayings that we all heard our grandma say growing up and see…

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Wealthy Habits Podcast

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Ep 124: The Top 5 401(k) Mistakes You Need To Avoid 22:38

5M ago22:38

22:38

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we’ll cover at least the top five mistakes people make in their 401(k)s so hopefully you avoid doing the same thing whe…

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Wealthy Habits Podcast

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Ep 123: Preparing For Market Volatility In 2023 23:58

5M ago23:58

23:58

Market volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility. On today’s show, we’ll share: Mergers & Acquisitions says “signs point to more market volatility in 2023.” (2:47) Should you chang…

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Wealthy Habits Podcast

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Ep 122: The Financial Therapist - When It’s OK If A Visit To Your Advisor Feels Like Counseling 22:12

5M ago22:12

22:12

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s OK. Today we’re discussing some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session. Whether you’re getting a divorce or having career difficulties, your financial advisor should be there to h…

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Wealthy Habits Podcast

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Ep 121: Mailbag: Mortgages, Dividends and College 26:53

5M ago26:53

26:53

It’s time for another mailbag episode, and we bet these questions (and our answers) will help many of you. This episode could really help if you’re looking to improve your financial situation and prepare for retirement. We will discuss whether to pay off your mortgage, what to do about dividends, and whether to prioritize paying for college or savi…

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Wealthy Habits Podcast

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Ep 120: Making Smart Decisions During Major Life Events 18:52

5M ago18:52

18:52

You need to make smart decisions during major life events, and we are here to help guide you. Whether it's a job change or divorce, we recommend taking your time to work everything out. Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision…

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Wealthy Habits Podcast

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Ep 119: Stock Market Topics To Know 22:50

6M ago22:50

22:50

If you’ve ever wanted to learn a little more about investing in the stock market, this episode is for you. We’re going to cover some of those terms you’ve probably heard before, but perhaps never truly knew what they meant. From the bid-ask spread in the stock market to bull and bear markets, we’ll explain some hot topics you need to know. On today…

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Wealthy Habits Podcast

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Ep 118: Mailbag: Good Retirement Age and Conservative Investing 21:24

6M ago21:24

21:24

It’s time for another mailbag episode, and we bet these questions (and our answers) will help many of you. This episode could really help if you’re looking to improve your financial situation and prepare for retirement. We will discuss when you should switch from being an aggressive investor to a conservative one, what’s a good age to retire and mo…

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Wealthy Habits Podcast

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Ep 117: Most Common Retirement Planning Questions About Taxes 26:52

6M ago26:52

26:52

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re focusing on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can significantly impact your tax savings. We’ll also explain why a tax deduction is not a dollar-for-do…

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Wealthy Habits Podcast

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Ep 116: How Bonds Work: What Retirees Need To Know 19:49

6M ago19:49

19:49

Bonds have been a pretty hot topic this year. Oftentimes, people misunderstand how they work and what role they play in a proper financial plan. On today’s show, we’re addressing some of the misinformation and explaining why this has not been a good year for bonds. A lot of people consider bonds to be the safe and conservative part of their portfol…

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Wealthy Habits Podcast

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Ep 115: 5 Common Questions People Ask When Forced Into Retirement 16:54

7M ago16:54

16:54

Today we're sharing five common questions people ask when they’re forced into retirement. Hopefully you won’t be in this position, but more and more people are these days. Others are leaving work early as part of the Great Resignation. No matter how it happens, people leaving work early is becoming more prevalent. If this scenario does come your wa…

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Wealthy Habits Podcast

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Ep 114: Warning Signs: How To Spot Problems In Your Financial Life 22:13

7M ago22:13

22:13

Just like the lights on your dashboard can indicate if something is wrong with your car, like low tire pressure or leaking oil, there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On today’s show, we’ll explain why your net worth, view of retirement, and thoughts on nursing homes migh…

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Wealthy Habits Podcast

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Ep 113: Mailbag: Roths, Social Security and Inheritance 19:04

7M ago19:04

19:04

We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in. On today’s show, we’ll share whether you should convert money to a Roth, when not to take Social Security early and how to handle inheritance money. On today’s show, we’ll share: Harold is almost 60 and doesn’t have…

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Wealthy Habits Podcast

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Ep 112: Please Read the Fine Print 22:13

7M ago22:13

22:13

On this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print. On today’s show, we’ll share: Why you might get a big rate increase on your long-term care insurance. (3:40) Why the fees with annuities can be a lot higher than you thought. (7:02) Why a mutual fund can tank when you get…

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Wealthy Habits Podcast

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Ep 111: Will the Federal Reserve Continue Raising Interest Rates? 23:54

8M ago23:54

23:54

Interest rates have been top of mind for a lot of us this year. It’s been impossible to ignore. So, what do we need to know about interest rates, and what should we be paying attention to when it comes to this topic? On today’s show, we’ll explain how interest rates can affect our overall financial plan and us as investors. So, is the news all doom…

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Wealthy Habits Podcast

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Ep 110: Can’t Get No Satisfaction… Or Can You? 17:15

8M ago17:15

17:15

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. We’ll explain why these elements are so important and how your planning process helps achieve …

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Wealthy Habits Podcast

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Ep 109: Mailbag: 401k Contributions, Investing and Rental Properties 20:32

8M ago20:32

20:32

We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in. On today’s show, we’ll share how you can contribute to your 401k when you make differing amounts of money each month. We also discuss the pros and cons of being a very conservative investor and whether to pay off yo…

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Wealthy Habits Podcast

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Ep 108: Planning For Retirement’s Uncertainties 22:26

8M ago22:26

22:26

We know we’ll have to deal with many things in retirement. We just don’t know how to predict when or to what degree. In today’s show, we’ll share how you can construct a plan that deals with the unpredictability of these different factors. From life expectancy to future tax rates, we’ll cover the essential topics you need to know to get your retire…

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Wealthy Habits Podcast

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Ep 107: Going Against The Grain 22:22

8M ago22:22

22:22

Buckle up! We’re going against the grain today and sharing some financial advice we disagree with and why. As advisors, our job is not to be your best friend. We share tough love and help you get where you want to be financially. It can be hard for people to go against the grain and do something different, but it’s important to know that not all fi…

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Wealthy Habits Podcast

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Ep 106: How Procrastination Dooms Your Financial Future 21:19

9M ago21:19

21:19

People have many reasons for procrastinating when it comes to putting a retirement plan together. Today we’ll explore some of those excuses, why they can be dangerous, and how to overcome them. What we discuss today: 2:20 – Parents didn’t plan 5:21 – Who to listen to 9:55 – Stress 12:10 – Too busy 14:16 – Where to start 15:51 – Perfectionists Get A…

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Wealthy Habits Podcast

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Ep 105: Should You Follow These Popular Retirement Rules of Thumb? 20:33

9M ago20:33

20:33

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently that you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb.” What we discuss today: 4:0…

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Wealthy Habits Podcast

1y ago23:00

23:00

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. On this episode, we’ll cover some common housing questions we get from retirees. What we discuss today: 2:51 – Interest rates 8:50 – Downsizing 10:58 – Home equity 15:03 – Sign house to kids 17:35 – Complications Get A…

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