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

"If you're not putting your clients into retirement plans, you're missing one of the biggest value-adds in tax advisory."The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn 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.More Jackie MeyerKicking 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."