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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.

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 year? 

We have seen this scenario more than once in our office, and David sits down to discuss what steps he has taken to help navigate this thoughtful gift.

https://www.cfci.us/2025-the-final-drive