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.

  1. All Episodes
  2. 2025 The Final Drive - E11 - Managing Your NUAs

2025 The Final Drive - E11 - Managing Your NUAs

Apr 3, 2022

If you own your company stock in your 401K plan, how you handle that stock could save you a ton in income taxes.

Learn about this little known opportunity to save thousands

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