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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.

Aug 15, 2022

Getting more personal with Martin James in our last installment of part 3 of 3.

Join David and Martin in their discussion of QCDs:

How can you help your own CPA when filing?

Later they get into how to manage a step-up cost basis.

How can you manage a step-up cost basis with married couples?

This hasn't been on David's radar yet, but thanks to Martin's own research and advice David learns more about how it works.

Did you know there are different rules for this basis in other states?