• 2025 The Final Drive

  • Written by: David Hays
  • Podcast
2025 The Final Drive cover art

2025 The Final Drive

Written by: David Hays
Listen for free

  • Summary

  • 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.
    2022-2025
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Episodes
  • 2025 the Final Drive S1: E53 - What’s in Store for 2024?

    2025 the Final Drive S1: E53 - What’s in Store for 2024?
    Jan 9 2024

    A silver tsunami is coming this year, as more than four million Baby Boomers turn 65 in 2024.  

    In the episode, David shares about some of the top IRA rulings for 2023, the importance of emergency savings, federal estate taxes, what listeners can expect this year as part of the SECURE Act… and the possible benefits of moving to Florida.

    Grab a slice of pie (there’s a reason for that teaser) and enjoy!

    https://www.cfci.us/2025-the-final-drive
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    20 mins
  • 2025 the Final Drive S1: E52 - Control Your Tax Destiny

    2025 the Final Drive S1: E52 - Control Your Tax Destiny
    Dec 4 2023

    With 2023 ending in just a few weeks, David has a few things to consider regarding taxes.

    Mutual fund gain distributions, tax penalties, lost harvesting, wash sale rules and phantom gains are all touched on in the podcast.

    Take the time to listen and take necessary action before the end of 2023!

    https://www.cfci.us/2025-the-final-drive
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    15 mins
  • 2025 the Final Drive S1: E51 - Conversion Consideration

    2025 the Final Drive S1: E51 - Conversion Consideration
    Nov 13 2023

    With the end of 2023 just weeks away, many people are looking to pay the taxes on a Roth IRA conversion… but what is the best way to do so? 

    This week David will offer some different ideas, including paying out-of-pocket or taking a 401k loan.

    Listen in to hear some options on minimizing the pain of paying those taxes now… and remember the pain later could be a lot worse.

    https://www.cfci.us/2025-the-final-drive
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    13 mins
Politics & Government
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