What types of investments should you hold in which type of accounts? Taxable, Tax Free & Tax Deferred Why Auto Enrollment is good for America, but what are they missing big time? <a href= "https://www.cfci.us/2025-the-final-drive">https://www.cfci.us/2025-the-final-drive</a>

2025 The Final Drive - E18: Marital Gifting and Capital Gains

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.