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Concentrated Stock and Private Equity

EPISODE · Nov 9, 2025 · 25 MIN

Concentrated Stock and Private Equity

from The Prosper Podcast · host Keith Singer

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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Concentrated Stock and Private Equity

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