The Prosper Podcast

Keith and David point out some examples of clients who could have saved a lot of money if their current advisor had pointed out some planning opportunities instead of just managing their investments. They also look at how estate taxes and how they differ greatly for unmarried couples as opposed to married couples. The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly...

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 radi...

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...

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...

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 r...

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 r...

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 f...

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 benefit...

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 Rat...

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...

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...

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,...

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. 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 bas...

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. The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David...

Keith and David take a look at big changes coming for taxes in 2026 and planning opportunities to help you save money. They also look at how to invest in energy markets in the current expansion of power needs worldwide. 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 Wea...

Keith and David discuss income planning strategies, including a new indexed annuity product that is drawing interest for the right portfolio. Then they look at how private equity can provide good returns and safety from volatility. 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 base...

After looking at some of the latest scams, especially involving sweepstakes or lotteries, Keith and David discuss estate planning and its importance, as well as strategies to make sure your money and possessions go to the proper places when you pass on. The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Bo...

Keith and David take a look at AI - how it can be used properly and how to invest in it properly. They also look back at various points in history where the market tanked, how long it took to get back to normal, and how to invest for the long term and stay diversified and avoid high risks. The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring K...

Keith and David discuss asset protection, its importance and various strategies to use to keep them away from creditors and litigation. Then they go into how social influensors use their marketing skills to gain followers, represent branding and make huge money. The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedl...

First Keith and David look at strategies for locking in lifetime income that you can't outlive, then go into structured notes and how they can be used in different ways to achieve whatever goals an investor has in mind - growth, income, safety, 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 Bo...

Keith and David discuss private real estate investing and its advantages over other types of real estate investment opportunities, then go into some alternative strategies that offer ways to obtain income other than through traditional means. 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, F...

Ketih and David discuss income strategies you may not be hearing about from your current advisor, as well as ways to protect your estate and legacy from the devastating costs of long term care. 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 Da...

First, Keith and David look at different strategies to use to provide returns while avoiding the volatility of the stock market, they they dive into the One Big Beautiful Bill Act and look at the tax changes it provides, especially for retirees. 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...

First, Keith and David look at ways to generate reliable retirement income while avoiding unnecessary risk that the stock market can give. They also look at the importance of long term care and estate planning, especially under the terms of the recently passed One Big Beautiful Bill. The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith S...

Keith and David take a look at why traditional stock-bond mix portfolios may not be the right way to go to get the best results in today's economic conditions. They also dive into the new tax rules under the recently passed Big Beautiful Bill. 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,...