Preview Mode Links will not work in preview mode

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.

Jan 9, 2023

Congress just passed the new 2.0 Secure Act!
 
What does this mean for 2025?
 
How will this affect our retirement account rules?
 
Have you considered the change this could bring to your children's 529 Plan?
 
Why are required minimum distributions starting at 75 when we need the money now?
 
Is this increasing again in 2033?
 
The peak of the baby boom occurred around 1962, which brings them to 70-75 in the next couple years.
 
What can you expect?
 
As long as insurance companies, other countries, etc. are willing to buy our debt we can expect these kinds of changes in our future. 
 
Join me in this episode to learn how, why, and when this is happening.