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  • Private Markets and Wealth Planning

    Private Markets and Wealth Planning
    2026/01/11
    Private markets is one of Keith and David's most talked about strategies. First they focus on private real estate and how it can fit into your plan, then they address the private market in general, how it works and how it can provide returns while avoiding the volatility of the stock market if chosen properly.

    The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.
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    27 分
  • Stock Picking and Paying Less in Taxes

    Stock Picking and Paying Less in Taxes
    2026/01/04
    Keith and David begin a new year's worth of podcasts by addressing why it's best not to buy individual stocks trying to chase the so-called next big thing, then discuss tax planning and how it can be a smart and powerful tool for wealth planning and keeping more money in your pocket instead of doling it out to Uncle Sam.

    The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.
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    24 分
  • Tax Free Investing and Loss Aversion

    Tax Free Investing and Loss Aversion
    2025/12/28
    First Keith and David explore ways of investing which could save money on taxes, including making Roth conversions, private placement life insurance, and more. Then they take a look at loss aversion - why people hurt more about losing money than they find joy in making it - and different ways to invest which could help bring gains and avoid big losses.

    The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.
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    24 分
  • Derivatives and Annuities

    Derivatives and Annuities
    2025/12/21
    Keith and David tackle two different financial products to create income - derivatives and annuities. Derivatives can protect against market downside as well as create an income stream when properly structured, and annuities with guaranteed income riders can provide income for life, also when properly structured.

    The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.
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    25 分
  • Structured Notes and Vision Quest

    Structured Notes and Vision Quest
    2025/12/14
    Keith and David take another look at one of their favorite investment opportunities, structured notes, and the various ways they can be used to provide excellent returns with low volatility. Then they take a look at Singer Wealth's exclusive Vision Quest planning process and how it provides more value to clients.

    The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.
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    26 分
  • What Really Drives Returns

    What Really Drives Returns
    2025/12/07
    Keith and David look at a study which concluded that asset allocation is the biggest factor in determining portfolio performance rather than stock selection or market timing. They also delve into end of the year tax planning strategies you can still use to lower your Federal tax bill for next April.

    The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.
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    26 分
  • The Retirement Income Problem

    The Retirement Income Problem
    2025/11/30
    The retirement income problem is called sequence of returns risk, and it affects retirees who are taking money out of their portfolios rather than putting money into them as if they were still working. Keith and David address this issue and how to take it out the right way to avoid a high tax bill, among other things. They wrap up the pod with more information about estate planning and the benefits of various kinds of trusts if they fit into your plan.

    The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.
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    23 分
  • Overvalued Stocks and Real Estate

    Overvalued Stocks and Real Estate
    2025/11/23
    Keith and David tackle the subject of overvalued stocks to start this episode, then Keith interviews multi-billionaire real estate investor Fernando de Leon of the Leon Group, talking about his story, how he invests and what he sees going forward.

    The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.
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    26 分