Mastering the Overlooked Risks of Wealth

Are you crossing the “free bridges”—or missing them completely? In this episode, Keith Singer and David Friedland reveal how easily even well-meaning plans can unravel when tax strategies, estate documents, and income planning aren’t fully integrated. Hear the eye-opening story of an estate plan gone awry, explore the high-stakes risk that derails many retirements, and discover why most people inadvertently overpay in taxes by planning too late. Uncover the often-overlooked connections that determine whether your wealth secures your dreams, or slips away to taxes, probate, or market missteps. The best-kept secrets of lasting prosperity are rarely the ones you expect.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.