エピソード

  • Tax Planning That Saves You Money This Year

    Tax Planning That Saves You Money This Year
    2026/07/11
    What if picking the “right” investments is just a fraction of what it takes to secure your retirement? In this episode, Keith Singer and David Friedland dissect the most overlooked threats—taxes, healthcare costs, legacy gaps—and reveal how true wealth management is about integration, not just asset allocation. The conversation uncovers surprising connections between financial planning pillars, exposes common pitfalls, and shares real client stories where a single move solved multiple challenges. Listeners will question if their current plans are leaving hidden risks unchecked, while the mood invites both caution and curiosity about the next steps to building lasting prosperity.

    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.
    続きを読む 一部表示
    27 分
  • Tax Planning That Saves You Money This Year

    Tax Planning That Saves You Money This Year
    2026/07/04
    How does a 4.2% inflation rate threaten not only your wallet, but your entire retirement plan? In this episode, Keith Singer and David Friedland expose the hidden layers of damage inflation can cause—from rising everyday costs to sneaky tax and Medicare traps most never see coming. With high-impact stories and actionable insights, this episode journeys through the pitfalls and advanced strategies for protecting your wealth in uncertain times. Hear the questions you should be asking now—before your financial future is quietly eroded away.

    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.
    続きを読む 一部表示
    29 分
  • Income vs. Growth: The Skill Most Advisors Lack

    Income vs. Growth: The Skill Most Advisors Lack
    2026/07/01
    Keith and David discuss the difference between an investment advisor whose job is to help grow portfolios, and a retirement advisor who helps turn portfolio resources into income for retirement. They also look at vehicles which can help provide protected growth and avoid the volatility of 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.
    続きを読む 一部表示
    28 分
  • Borrowing Against Your Stock The Smart Way

    Borrowing Against Your Stock The Smart Way
    2026/06/20
    What would you do if you became a millionaire overnight? In this episode, Keith Singer and David Friedland examine the sudden wealth created by the SpaceX IPO and uncover why most windfalls are less secure than they appear. Explore the emotional rollercoaster, the hidden dangers of concentrated wealth, and the little-known strategies the truly wealthy use to protect, diversify, and preserve new fortunes—for now and for future generations. The secret to lasting prosperity might not be what you expect.

    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.
    続きを読む 一部表示
    23 分
  • Markets, Taxes, and the Hidden Risk

    Markets, Taxes, and the Hidden Risk
    2026/06/13
    “What if the very tool meant to protect your portfolio is quietly doing the opposite?” In this episode, the discussion challenges common assumptions about stop losses, market timing, and protecting against major downturns. The conversation explores why disciplined selling can be easier than smart re-entry—and how that gap changes investor outcomes. Shifting from risk to structure, the episode examines alternative approaches like buffered strategies, structured notes, and tax-efficient planning tools that aim to reshape downside exposure rather than react to it. The broader theme questions whether traditional tactics still fit an environment where valuations, taxes, and volatility collide in unexpected ways.

    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.
    続きを読む 一部表示
    26 分
  • Oil Warnings & Market Surprises

    Oil Warnings & Market Surprises
    2026/06/06
    “Does $150 oil really break economies—or is this just headline panic?” In a week swollen with viral predictions and market twists, Prosper dives deep into what’s true and what’s spun, revealing how seasoned investors respond when fear collides with facts. Keith Singer and David Friedland calmly unpack the difference between supply shocks and market realities, challenge conventional wisdom, and share proven tools for financial resilience—without handing out quick-fix answers. Listeners seeking clarity in chaos will find perspective, strategies, and a few surprises hidden between the lines.

    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.
    続きを読む 一部表示
    25 分
  • The Hidden Bridge to Tax-Free Wealth

    The Hidden Bridge to Tax-Free Wealth
    2026/05/30
    "Where is the $49 trillion that the IRS hasn’t taxed yet?" Discover what most retirees overlook about shifting tax laws, and why trusting today’s tax code could be costly tomorrow. Keith Singer and David Friedland peel back decades of history and reveal little-known strategies used by savvy investors to protect their retirement from government levers and legislative surprises. Find out why the ‘bridge’ to tax-free wealth has been in plain sight all along—yet almost nobody crosses it.

    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.
    続きを読む 一部表示
    25 分
  • The Price WAS Right and the Harbor Pilot

    The Price WAS Right and the Harbor Pilot
    2026/05/23
    Did you know nearly half of your S&P 500 fund is concentrated in just two sectors? This episode of Prosper with Keith Singer challenges conventional wisdom around asset allocation, revealing overlooked imbalances and “bets” many investors didn’t realize they were making. Keith and David break down how massive shifts in energy investment, inflation, and retirement planning demand a new mindset—and why navigating the transition from accumulation to income calls for specialized guidance. What does it truly mean to get your ship safely home? You may rethink your own plan by the end.

    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.
    続きを読む 一部表示
    26 分