Concentrated Stock, Structured Notes and Private Equity - November 8, 2025

from Prosper with Keith Singer · host Keith Singer

Keith and David begin by discussing how to turn concentrated stock into tax efficient wealth, then move into two of their favorite areas - private equity and structured notes and the advantages each has to offer in the right situation.Prosper with Keith Singer is a weekly radio program heard all over South Florida, featuring Keith Singer and David Friedland of Singer Wealth Advisors, based in Boca Raton. Keith and David take on numerous financial topics and investment opportunities, and how they relate to retirement planning, with special emphasis on proper tax and legacy planning.

Episode metadata supplied by the publisher feed · Published Nov 9, 2025

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Concentrated Stock, Structured Notes and Private Equity - November 8, 2025

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