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.
What this episode covers
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.
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Planning for Larger Accounts and Behavioral Finance
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