The Wealth Retention Podcast

David Gottlieb and Jennifer Shenise, CPA, president of Connolly & Company, an accounting, bookkeeping and tax practice in Warren, NJ discuss ROTH IRAs, in terms of basic limitations, material benefits, and ways for highly affluent and/or high earning individuals to take advantage of them. David Gottlieb is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy...

Van Carlson of SRA 831 Admin joins Wealth Retention to discuss Captive Insurance, more specifically the 831(b) section of the internal revenue code.  In circumstances where business risks are either too expensive to cover by third party insurance providers or otherwise uninsurable, this strategy may be a strong option to consider.  Together, Van and David describe the strategy, the pros and cons o...

Savvy Advisor colleagues David Gottlieb and Josh Barone discuss the client surrounding the economy on April 25th, 2025, as global tariffs, interest rates, and currency valuations all took particular interest in highly intellectual conversation. David Gottlieb and Joshua Barone are investment adviser representatives with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advis...