Bloomington roots grow deep when these 2 individuals get to talking. Join David and his Guest Martin James as they embark on a 3-part series, this is part 1 of 3.  Martin James is a recovering CPA now turned Fly Fishing Instructor. Martin is a Charter Member in the Ed Slott's Elite Group with David.  This episode begins with discussions about previous Final Drive episodes on managing your taxes: Medicare Premiums, Roth Conversions, tax changes coming, and more. <a href= "https://www.cfci.us/2025-the-final-drive">https://www.cfci.us/2025-the-final-drive</a>

2025 The Final Drive - E27 - Recap Discussion with Martin James Part 2/3

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.