Ep 1: Getting to Know Dave & Drue

Wealthy Habits Podcast

English - June 15, 2020 19:40 - 19 minutes - 26.5 MB
Investing Business News Business News 401k finance ira iowa retire advisor daveelizondo druekampmann financial money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Next Episode: Ep 2: Finding Hidden Gems in Your Financial Portfolio

Welcome to the debut episode of the Wealthy Habits podcast. Before we get rolling on financial topics and retirement planning discussion, let’s introduce you to the voices you’ll be hearing on every show. Join us as we get to know Dave Elizondo and Drue Kampmann, their business, and the goals for the podcast.

Get additional financial resources here: https://www.truefinancialpartners.com/

Today's show schedule:

1:24 – What does being a financial planner mean to you?

3:12 – How did they become partners and start working together?

4:00 – What does the financial planning process look like for clients?

5:31 – One thing you want listeners to know about each of you.

6:11 – What do you like most about the Quad Cities?

7:55 – What does a typical weekend look like for you?

8:57 – What’s the last place you visited?

10:35 – The reason why you decided to launch a podcast.

12:50 – What are some of the topics we can expect to talk about on the podcast?

13:42 – The ideal listener to the podcast.

16:50 – How to connect with Dave and Drue.