David Podell

CEO and founder of Business Benefits Consultants, specializing in retirement plan design and consulting. Has over two decades of experience in the financial advisory space.

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May 12, 2025 • 43min

David Podell: Use Strategic Retirement Planning to Build Net Worth | The Concierge CPA

David Podell, CEO of Business Benefits Consultants, shares his expertise in retirement planning and its critical importance in tax advisory. He emphasizes how small business owners can maximize their financial health through strategic retirement plans. Discussing the Secure Act 2.0 and solo 401(k)s, Podell clarifies common misconceptions and highlights tax benefits that can significantly boost savings. The conversation also explores the importance of taking proactive steps rather than overthinking, providing essential insights for both financial advisors and entrepreneurs.

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