Episode Description
In this episod,e Steven is joined by David Podell, a true specialist in the world of defined benefit plans. More traditional retirement accounts get a lot of attention, and rightfully so. Solo K's and SEP IRAs are more universally applicable, but for the right business owner, a defined benefit plan can supercharge their ability to put away qualified money. David shares from his extensive experience working alongside taxpayers and other financial advisors to design, implement and execute defined benefit plans. This episode is a must-listen for any financial advisor who is a business owner or works with them.