Scams, Estate Planning and Income Planning - September 27, 2025 episode artwork

EPISODE · Sep 28, 2025 · 52 MIN

Scams, Estate Planning and Income Planning - September 27, 2025

from Prosper with Keith Singer · host Keith Singer

Keith and David first take a look at scams that have become more numerous in recent months, then switch to discussing various estate planning strategies and their importance in your plan, and income planning methods, including a new indexed annuity product that could fit certain portfolios.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 Sep 28, 2025

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Scams, Estate Planning and Income Planning - September 27, 2025

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