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David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA
Manage episode 482237822 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, CPAs, and even seasoned financial professionals.
Kicking off with sharp-witted tax news, Meyer touches on IRS free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.
Podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: "If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."
359 episodes
Share
Manage episode 482237822 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."
The Concierge CPA
With Jackie Meyer
For CPA Trendlines
In a recent episode of The Concierge CPA, host Dr. Jackie Meyer welcomes back David Podell, CEO and founder of Business Benefits Consultants, for a deep-dive on retirement strategies that are often overlooked by small business owners, CPAs, and even seasoned financial professionals.
Kicking off with sharp-witted tax news, Meyer touches on IRS free file expansions, refund reductions, and the hiring of thousands of new auditors—before jumping into a topic that directly connects tax strategy to future financial health: retirement planning.
Podell, with more than two decades of experience designing retirement plans, returns to emphasize a crucial point: "If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."
359 episodes
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Similar to CPA Trendlines Podcasts
Entrepreneurship empowers everyone
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…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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continue reading
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And we are The Non-Prophets!... airing on the first and third Sunday of every month, starting at 3:00 PM Central (01:30-03:00 UTC) on our Youtube channel: https://www.youtube.com/thenonprophetsaca. The Non-Prophets focuses on atheism and the separation of church and state. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-non-prophets--3254964/support.
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The latest business and finance news from around the world, on the BBC.
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continue reading
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continue reading
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