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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.

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  2. 2025 The Final Drive - E33 - Wash Sell & Phantom Gains

2025 The Final Drive - E33 - Wash Sell & Phantom Gains

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 same.
 
This something I have never really talked about in my nearly 29 years in practice. 
 
You can sell one Bond fund, buy another Fund – that’s fine to do, and the wash sell rules won’t catch up to you.
 
Let's end this year strong together! 
 
https://www.cfci.us/2025-the-final-drive