2025 The Final Drive Podcast

David discusses more on delaying Social Security and how to fill the income gap between early retirement and maximum Social Security. Thus creating one of the most tax efficient, inflation adjusted income streams in retirement! https://www.cfci.us/2025-the-final-drive

This episode David discusses Social Security. Social Security is one of the most important income streams in retirement, for now, is also very tax favored. Learn how to get the most from it and not screw things up! https://www.cfci.us/2025-the-final-drive

This episode David discusses Married Filing Jointly and how you can set yourself up for success for the day one of you will be filing a single tax return. It's unfortunate, and we hope the day never happens, but it will: either through a passing of a loved one or divorce. So, how can you set yourselves up now for that day of single filing? It's simple: give this episode a listen where David breaks...

During this episode David begins discussing Longevity Risk. This will be a reoccurring topic that addresses long term care, not running out of money, and leaving a legacy you can be proud of; to name a few. If you are 5 years away from retirement, now is the time to get serious about putting money into a Roth; but if you are 1 year away you should wait. Why? Listen in and David will explain. https...

During this episode I want to focus on the Federal Estate Tax Roller Coaster. This is where I talk about other forms of taxes besides our retirement accounts. Yes, I want to focus on our retirement accounts, but we can't do that without looking at other assets: your home! Your estate can be taxed. What other things should we consider? Life Insurance. Death Benefits. Loans. Long Term Care Policies.

During this episode I explain exactly what is a Trillion-dollars. Many of us cannot fathom the idea! How are we going to help our Nation's Trillion-dollar debt deficit? Well, through our IRAs. Listen to this episode and learn how converting your IRA now, during a lower tax bracket, to a Roth will decrease the amount of taxes you will have to pay after 2025.

2025, The Final Drive is a metaphor from my football playing and coaching days. It is an attempt to emphasize the importance of the last chance, time is ticking, and now is the time to go! During this episode I get into the why's of this podcast, my book, and my entire mission to serve people and continue financial education. Don't roll that window shade down and ignore, get ready to ride the trac...