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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 or by calling 563-359-8783.

Sep 16, 2021

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:


What we discuss on this episode: 

3:47 – Baking business

5:37 – Trading options

8:31 – RMDs

12:15 – Investing

15:28 – Roth

18:43 – Running out of money