Podell Financial Group In The Press
David Podell Qualifies for 2019 Million Dollar Round Table's "Top of the Table"
February 15, 2019
Outstanding client service, ethics and professionalism have elevated David Podell affiliated with New York Life’s Saddle Brook General Office to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table — The Premier Association of Financial Professionals.® In addition to being with New York Life since 2003, David Podell is a 16-year MDRT member and a 4th time Top of the Table qualifier. Click here to continue reading.
Forbes - Retirement Plan Options that are not always so simple
January 29, 2019
The naming schemes thrown around in the world of retirement plans can mislead even the savviest of business owners. How can you tell which one is actually the best? The first and correct answer to that question always ‘it depends.’ There is no one size fist all retirement plan, and a blend of plans may be the best approach. But when you have to pick one or the other, don’t always opt for the simplest method! Get guidance and find a customized solution that goes deeper than the name. Click here to continue reading.
Forbes - Revisiting the business owner's traditional retirement formula with a cash balance plan
July 3, 2018
Traditional retirement planning for business owners make a lot of assumptions about a given person’s goals and circumstances. Stressing constant, repeated contributions over decades of investment is an optimal strategy that few Americans are able to stick to. This is why so many Americans are behind their retirement savings goals: Life has its own share of bull and bear cycles. Click here to continue reading.
David Podell Qualifies for Million Dollar Round Table's "Top of the Table"
April 06, 2018
Outstanding client service, ethics and professionalism have elevated David Podell affiliated with New York Life’s Saddle Brook General Office to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table — The Premier Association of Financial Professionals®.In addition to being with New York Life since 2003, David Podell is a 15-year MDRT member and a 3rd time Top of the Table qualifier. Click here to continue reading.
David Podell has been accepted into the Forbes Finance Council
April 01, 2018
David Podell joins other Forbes Finance Council members, who are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com. Click here to continue reading.
David Podell featured in YFS and RISBJ
November 10, 2017
Custom Built Tax-Strategies: A Small Business Guide to Enhanced
Retirement Savings
October 16, 2017
As a small business owner, it’s easy to take your latest earnings and plough it right back into the company. It makes sense; spend money now to make money later, capitalize on the gains before the moment passes. Small business owners are masters of keeping an eye on the bottom line because their company IS their livelihood, and more often than not, their life’s work. The responsibility that comes with that burden promotes vigilance and surviving for the next day. But eventually, every owner has to hang it up, retiring whether they want to or not. When preparing for that day, there is an incredible strategy available to business owners that can boost retirement savings using an intricate but not well-known process. Click here to continue reading.
David Podell Qualifies for MDRT “Top of the Table”
March 24, 2017
Outstanding client service, ethics and professionalism have elevated David Podell affiliated with New York Life’s Saddle Brook General Office to qualify for the exclusive “Top of the Table” of the Million Dollar Round Table — The Premier Association of Financial Professionals®. In addition to being with New York Life since 2003, David Podell is a 14-year MDRT member and a 2-time Top of the Table qualifier. Click here to continue reading.
David Podell Named to Chairman’s Cabinet
September 23, 2016
David Podell has been named a member of the 2016 Chairman’s Cabinet of New York Life. Members of the elite Chairman’s Cabinet are the top fifty highest producing agents among New York Life’s elite sales force of more than 12,000 licensed agents. Click here to continue reading.