PERSONAL FINANCIAL PLANNING

David Podell: Build Net Worth in Retirement Planning | The Concierge CPA

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“If you’re not putting your clients into retirement plans, you’re missing one of the biggest value-adds in tax advisory.”

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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.

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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.”

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David Spence: Build a Tax-Free Retirement | The Concierge CPA

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Explore the rising threat of national debt, future tax hikes, and how Americans can prepare.

This is a preview. The complete episode is first available exclusively to PRO Members | Go PRO here
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The Concierge CPA
With Jackie Meyer
For CPA Trendlines

The U.S. is hurtling toward an economic reckoning, and most Americans are dangerously unprepared. That’s the warning delivered in the latest episode of The Concierge CPA podcast, where host Jackie Meyer sits down with financial planning expert David Spence, CPA, CFP, CLU, PFS, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.

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Spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. “After World War II, with debt at 120% of GDP, top tax rates soared to 94%,” Spence explains. “Today, we’re at 130% of GDP, and we’re already paying massive interest on our debt—more than we spend on defense.”

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