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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.

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...