How often does this podcast release new episodes?

This podcast is currently inactive and not releasing new episodes.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Wealthy Habits Podcast

Claim This Podcast

by Dave Elizondo

5.0(15 reviews)

171 episodes

Updated Inactive

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

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 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.

Language

🇺🇲

Publishing Since

6/15/2020

Visit Website View on Apple Podcasts RSS Feed

1 verified contact email on file for Wealthy Habits Podcast

Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.

See contact details

Recent Episodes

December 28, 2023

Poetic Planning: Haikus To Guide Couples Through Retirement

Spouses plan as one. Retirement paths may blur. Clear the way, find peace… Yes, that’s a haiku. In today’s episode, we’re going to help couples get on the same page in their retirement plans with the serenity of poetry. Each haiku contains helpful bits of financial wisdom that will address some of the common ways couples mess up their retirement futures. Dave and Drue will decipher each haiku and explain the nuggets of wisdom that you can pull from each one. Here’s some of what we discuss in this episode: <ul> <li class="MsoNoSpacing">The decisions that need to be made around your pension and why you need to be on the same page as your spouse.</li> <li class="MsoNoSpacing">Each person's claiming age, work history, and other factors can affect the couple's total benefits, and different strategies may be more advantageous depending on the couple's specific circumstances.</li> <li class="MsoNoSpacing">When couples fail to talk about what they want to do in retirement, they may find that their expectations and desires for this period of their lives are not aligned.</li> <li class="MsoNoSpacing">When couples don’t manage risk collaboratively, one spouse might be overly anxious about their financial future while the other could feel too restrained if a conservative approach is taken.</li> </ul> Contact Dave and Drue: Web: <a href= "https://www.truefinancialpartners.com/">https://www.truefinancialpartners.com/</a> Email: <a href= "mailto:info@truefp.biz">info@truefp.biz</a> Phone: 877-359-8783

December 21, 2023

Patience Pays: The Power of Delayed Gratification

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future, but that’s a core principle in retirement planning. Many of the decisions you make during the planning process and the strategies you implement are done to put you in a better position when retirement rolls around. Today we'll talk about some of the situations shwere you might be inclined to take the immediate benefit, when you should really consider the delayed rewards. Here’s some of what we discuss in this episode: <ul> <li class="MsoNoSpacing">Contributing to your 401k every month is one of the easiest ways to save for retirement.</li> <li class="MsoNoSpacing">Why paying taxes now might benefit you much more than paying them when you pull money out of your 401k in retirement.</li> <li class="MsoNoSpacing">Pulling money out of your emergency fund for another purpose can cause problems when unforeseen expenses pop up.</li> <li class="MsoNoSpacing">Regular health check-ups and preventative care could help you avoid severe issues and high medical costs.</li> </ul> Contact Dave and Drue: Web: <a href= "https://www.truefinancialpartners.com/">https://www.truefinancialpartners.com/</a> Email: <a href= "mailto:info@truefp.biz">info@truefp.biz</a> Phone: 877-359-8783

December 14, 2023

Why Are Interest Rates Up?

In this episode, we want to provide an overview of interest rates for those who aren’t quite sure why they move the way they do. It’s a question we get a lot from people, especially with inflation up and interest rates more than doubling over the course of a year. Dave and Drue will explain the Fed’s actions and help you better understand how investing strategies change in a high interest rate environment. Here’s some of what we discuss in this episode: <ul> <li class="MsoNoSpacing">Why the Fed has adjusted the rates so significantly in the last two years?</li> <li class="MsoNoSpacing">How do they determine when to lower rates again?</li> <li class="MsoNoSpacing">How does inflation fit into this conversation?</li> <li class="MsoNoSpacing">What does it mean for individuals if rates start dropping again?</li> <li class="MsoNoSpacing">The connection between interest rates and stocks and bonds.</li> <li class="MsoNoSpacing">How do we work with clients on investment strategies as interest rates change?</li> </ul> Contact Dave and Drue: Web: <a href= "https://www.truefinancialpartners.com/">https://www.truefinancialpartners.com/</a> Email: <a href= "mailto:info@truefp.biz">info@truefp.biz</a> Phone: 877-359-8783

171 total episodes available

Deep-dive analytics for Wealthy Habits Podcast

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Wealthy Habits Podcast?: 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 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.
How often does this podcast release new episodes?: This podcast updates inactive.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

Legal Disclaimer

Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.

All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.

We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.

While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.

By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.