Concentrated Stock and Private Equity

What this episode covers

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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Frequently Asked Questions

How long is this episode of The Prosper Podcast?

This episode is 25 minutes long.

When was this The Prosper Podcast episode published?

This episode was published on November 9, 2025.

What is this episode about?

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...

Can I download this The Prosper Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.