エピソード

  • 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
  • Structured Notes and Legacy Planning

    Structured Notes and Legacy Planning
    2025/11/16
    Keith and David continue their discussion on one of their favorite strategies, structured notes, with examples of what Singer Wealth can provide for their clients in this regard. They also use their background as estate planning attorneys to talk about the importance of proper planning in this vital area, and also address the Singer Wealth Vision Quest Planning Process and how it works for 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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    25 分
  • Concentrated Stock and Private Equity

    Concentrated Stock and Private Equity
    2025/11/09
    Keith and David first discuss turning appreciated stock into tax efficient wealth for retirement income; then move into how private equity can provide opportunities for building wealth with less risk than the stock market.

    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
  • Investing Like the Institutions and Saving on Taxes

    Investing Like the Institutions and Saving on Taxes
    2025/11/02
    Keith and David look at one of their favorite areas of investing, private equity, and how new inroads have been made to help accredited investors get in on the action. Then they move on to smart tax saving strategies that most investors and even advisors may not be aware of that could save people hundreds of dollars or more.

    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 Energy Boom and Replacing the Lost Pension

    The Energy Boom and Replacing the Lost Pension
    2025/10/26
    Keith and David take a look at the current higher demand in power consumption fueled by artificial intelligence platforms, then discuss ways to create dependable lifetime income in these days where pensions have greatly disappeared.
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    24 分
  • The AI Revolution

    The AI Revolution
    2025/10/19
    Artificial intelligence is everywhere in business, but how do you invest wisely in it? Keith and David discuss what to look for to avoid what could happen like in the dot com bubble of the early 2000s. They also look at investing through the window of saving on taxes.
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    25 分