This episode David discusses Social Security. Social Security is one of the most important income streams in retirement, for now, is also very tax fav...
2025 The Final Drive – E5 – Married Filing Jointly and Your Taxes
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 ret...
Retirement, Medicare, and Social Security Updates
This week Doug Hughes will be hosting the show with appearances by CFC’s own Josh Norris, Rod Holloway, and Wayne Thacker. This is an advisor packed s...
2025 The Final Drive – E4 – The Blitz Is On
During this episode David begins discussing Longevity Risk. This is will be a reoccurring topic that addresses long term care, not running out of mone...
Markets, Mistakes, Estate Planning, Oh My
Protecting your hard earned retirement funds from Markets, Mistakes, Estate Planning, Insurance and more. Also, addressing the mega of all risk and ho...
2025 The Final Drive – E3 – Federal Estate Tax Roller-Coaster
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 a...
Social Security History Lesson
Understanding why companies have stock splits and what does it signal? What do us Financial Advisors must start doing when recommending someone roll ...
2025 The Final Drive – E2 – What Are IRA/Roth Conversions?
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-do...
Retirement Readiness
While David is out of town, Doug Hughes steps in to host this week’s show. Retirement Equation. What do we have that’s in total control, some control,...
2025 The Final Drive EP:1 Why Is This So Important?
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 ...