With 2023 ending in just a few weeks, David has a few things to consider regarding taxes. Mutual fund gain distributions, tax penalties, lost harvesting, wash sale rules and phantom gains are all touched on in the podcast. Take the time to listen and take necessary action before the end of 2023! <a href= "https://www.cfci.us/2025-the-final-drive">https://www.cfci.us/2025-the-final-drive</a>

2025 the Final Drive S1: E53 - What’s in Store for 2024?

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.