Preview Mode Links will not work in preview mode

2025 The Final Drive Podcast

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.

Nov 21, 2022

What is a Net Unrealized Appreciation (NUA)? How does this affect your portfolio?

Just this week, I had a guy come into the office with an NUA from his previous employer. Listen in to learn what we did with it.

We discuss calculating NUA in 5 easy steps and when you should consider even using an NUA.


Nov 14, 2022

As we stated in last week's episode - taxes are going up.
 
I am already getting mutual Fund estimates and get this - one of them is facing a downward spiral of 29.1%! 
 
How can we get ahead of these small caps changing?
 
Don't let a good loss go to waste.
 
It gets better though, if you are over 50 years of age you...


Nov 7, 2022

Here we are in Quarter 4 of the year and guess what...?
 
Everything is down, Stocks are down Bonds are Down, nearly everything is down. 
 
How does this play into the wash sale rule?
 
If you're looking to sell a security at a loss and buy the same, how will this affect your portfolio?
 
Working with bonds can be the...


Oct 31, 2022

You own an investment property and want to sell it; but you also don’t want to pay all that tax. 

In this week’s episode David discusses the benefits of doing a 1031 Tax Deferred Exchange for investment properties. 

Plus, learn how to have your cake and eat it too, by pulling out some money tax free, before or after...


Sep 12, 2022

You are ready to gift one of your investment properties to a family member, but unsure how to go about it.

Your son has been living in a home of yours, and paying you rent, but you want to gift him the property. 

What steps do you begin to take?

Do we need to sign a new deed?

Will this affect mine or his taxes next...