By Dave Elizondo
5
1414 ratings
The podcast currently has 170 episodes available.
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:
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
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:
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
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:
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.
Stay tuned as Dave and Drue warn against retiring too early without a proper plan, overpaying for your children’s college tuition, overspending in your peak earning years, and more. Whether you're in your 20s or approaching retirement, this episode offers practical insights and strategies to help you make informed financial decisions and avoid common financial pitfalls.
Here’s some of what we discuss in this episode:
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.
How much are your tax deferred savings going to cost you in taxes in retirement? How does where you live or plan to live impact your retirement situation? Listen in as Dave and Drue tackle these commonly overlooked questions so that you can gain the clarity you need to take on your retirement years with confidence!
Here are the hidden questions that we discuss in this episode:
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
We’ve got a mailbag edition of the podcast for you today! We’ve received some excellent listener questions recently, and we’re going to dive into a few of them in this episode. We cover a wide variety of topics, ranging from 529 plans to advisor fee structures, so stick around to see what you can learn.
Rosemary asks how much is too much to spend on a forever home. Valerie asks Dave and Drue for their thoughts on combining finances after getting remarried. Stay tuned as we explore potential pitfalls and offer practical advice on navigating the complexities of retirement.
Here are some of the questions we answer in today’s show:
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
We explore actionable strategies to address these problems, such as the importance of life insurance and the ins and outs of spousal pension continuation. This is the episode for you if you’re concerned with ensuring the financial well-being of your remaining family members and safeguarding your financial future and legacy in the face of loss.
Here’s some of what we discuss in this episode:
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board.
Listen in as Dave and Drue discuss some critical topics, such as the impact of trying to time the stock market, the importance of diversification for risk management, the emotional aspects of investing, and more. Whether you're approaching retirement or planning for the future, tune in as they uncover the universal truths that can guide you toward a financially secure and fulfilling retirement.
Here’s some of what we discuss in this episode:
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
Are you over 55 and pondering retirement? Join us as we delve into the realm of Required Minimum Distributions (RMDs). Unfortunately, RMDs can be a tad bit confusing, so in today’s episode, Dave and Drue are here to unravel the mystery and ensure you have a clear understanding of the process.
Listen in as we break down the basics of RMDs and explain how they are calculated based on your age and account balance. We’ll also share strategies to potentially avoid them and share the risks of not preparing for them in advance. And for those fortunate to not rely on RMDs for income, we'll explore impactful ways to utilize those funds.
Here’s some of what we discuss in this episode:
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
Artificial intelligence is a revolutionary tool that is reshaping our world. You've probably heard about ChatGPT and its widespread use for various tasks like information retrieval, content creation, and even test-taking. But can you use AI for retirement planning advice?
Stay tuned as we dive into an article where artificial intelligence is pitted against a real financial advisor. When asked the same questions, how does the financial advice differ? Listen in as we unpack these answers and chat about retirement planning in the digital world.
Here’s some of what we discuss in this episode:
Check out the Fortune Article here
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: [email protected]
Phone: 877-359-8783
The podcast currently has 170 episodes available.