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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 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.

2025 The Final Drive S1:E38 - Selling A Business & Real Estate

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...

2025 The Final Drive S1:E37 - Estate Planning and You

Dec 19, 2022

Are you wondering what to do with your Estate Planning before 2025?

What are the benefits of an Estate?

Life Insurance?

IRAs?

Business?

The simple answer:

Everything!

In this episode I get into the ins and outs of your Estate Planning and how to navigate the upcoming changes.

2025 The Final Drive S1:E36 - End of Year RMDs, QCDs, & Holiday Gift Giving Ideas

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.