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 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.

Dec 26, 2022

Let's look at Installment Sales:

How do you structure them?

What makes sense?

What’s good for the buyer might not be good for the seller.

This episode discusses 2 things: Selling A Business and Selling Real Estate.

We want to minimize that awful tax bite.

Did you know what's taxable to the seller may not be...

Dec 19, 2022

Are you wondering what to do with your Estate Planning before 2025? 
What are the benefits of an Estate?
Life Insurance?
The simple answer:
In this episode I get into the ins and outs of your Estate Planning and how to navigate the upcoming changes.

Dec 12, 2022

Act Now!
The ability to take your Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs) end on Dec 31st!
In this episode I lay out 5 easy steps on how to calculate your RMD total and how to navigate your QCDs. Remember QCDs can be made from an inactive SEP, Simple IRA, or Roth account.

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...