David Gottlieb

The Wealth Retention Podcast

Arts EN ↓ 3 episodes

Wealth advice provided by Wealth Retention Founder, David Gottlieb, joined by different expert guests ranging in a wide array of professional designations, specialties and styles. This podcast is intended to add valuable guidance and insight toward Wealth Retention's three primary planning principles of Tax Mitigation, Protection (insurable and non-insurable), and Exit Planning (estate planning, succession planning, and outright sales). David Gottlieb is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor....

Author

David Gottlieb

Episodes

Valuable Insights on ROTH IRAs 02.09.2025 32:45

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...

831(b) Micro Captive Plans - An Alternative Strategy to Protecting You and Your Business 02.05.2025 43:49

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...

Wealth Retention Discusses Tariffs, Yield Curve, and Currency - The Current Environment 02.05.2025 58:08

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...