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EPISODE · Aug 11, 2024 · 25 MIN

Planning for Larger Accounts and Behavioral Finance

from The Prosper Podcast · host Keith Singer

Keith takes a look at some of the things people with large retirement accounts need to be aware of when planning for retirement, especially when it comes to taxes. He also looks at behavioral finance and why following the herd isn't usually a good idea when it comes to various investments.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.

Episode metadata supplied by the publisher feed · Published Aug 11, 2024

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Planning for Larger Accounts and Behavioral Finance

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