Show cover of 2025 The Final Drive

2025 The Final Drive

Hi, I’m David Hays, Founder of Comprehensive Financial Consultants and your host for 2025 The Final Drive podcast based on my book, 2025 The Final Drive: What You Need to Win. You can purchase this book at by visiting our website at www.cfci.us. This podcast will help you avoid the biggest risks that will affect your long-term retirement by planning. Much of this planning needs to be done by the year 2025, before taxes go up for good. I will teach you about the impact of our parents’ tax planning and how to break that cycle and create wealth for your retiree income, the risks associated with retiring during bad markets, and how to effectively plan for your longevity.

Tracks

2025 The Final Drive - E28 - Recap Discussion with Martin James Part 3/3 22:04 08/15/2022
2025 The Final Drive - E27 - Recap Discussion with Martin James Part 2/3 15:53 08/08/2022
2025 The Final Drive - E26 - Recap Discussion with Martin James Part 1/3 14:50 08/01/2022
2025 The Final Drive - E25 - Reduce Your Medicare Premiums 15:41 07/25/2022
2025 The Final Drive - E1:24 - You're too old to Convert? Think Again! 14:11 07/18/2022
2025 The Final Drive - E1:22 - Avoid Tax Penalty and Rolling Company Stock in 401K 12:36 06/27/2022
2025 The Final Drive - E1:21 - Unintended Consequences of Retirement Growth 11:56 06/20/2022
2025 The Final Drive - E1:20- Inflation in Washington 18:05 06/13/2022
2025 The Final Drive - E19: RMDs Paying Off US Deficits 19:20 06/06/2022
2025 The Final Drive - E18: Marital Gifting and Capital Gains 15:52 05/23/2022
2025 The Final Drive - E17: Holding Investments in Which Types of Accounts 22:28 05/16/2022
2025 The Final Drive - E16: Bonds: What is Tax-Free? 16:33 05/09/2022
2025 The Final Drive - E15: Your Roth IRA Money 17:29 05/02/2022
2025 The Final Drive - E14 - Required Minimum Distributions 13:38 04/25/2022
2025 The Final Drive - E13 - Capital Gains 16:05 04/18/2022
2025 The Final Drive - E12 - Life Insurance & Tax Codes 21:54 04/11/2022
2025 The Final Drive - E11 - Managing Your NUAs 11:37 04/03/2022
2025 The Final Drive - E10 - Maximizing Your IRAs and Roths 12:17 03/28/2022
2025 The Final Drive - E9 - Roth Conversions – Tax Difficulties 12:05 03/14/2022
2025 The Final Drive - E8 - Health Savings Account 11:46 03/07/2022
2025 The Final Drive - E7 - Social Security Part 2 11:38 02/28/2022
2025 The Final Drive - E6 - Social Security 16:04 02/21/2022
2025 The Final Drive - E5 - Married Filing Jointly and Your Taxes 15:23 02/14/2022
2025 The Final Drive - E4 - The Blitz Is On 15:29 02/07/2022
2025 The Final Drive - E3 - Federal Estate Tax Roller-Coaster 16:02 01/31/2022
2025 The Final Drive - E2 - What Are IRA/Roth Conversions? 16:31 01/28/2022
2025 The Final Drive - E1 - Why Is This So Important? 25:19 01/24/2022