Tax Planning That Saves You Money This Year episode artwork

EPISODE · Jul 11, 2026 · 26 MIN

Tax Planning That Saves You Money This Year

from The Prosper Podcast · host Keith Singer

What if picking the “right” investments is just a fraction of what it takes to secure your retirement? In this episode, Keith Singer and David Friedland dissect the most overlooked threats—taxes, healthcare costs, legacy gaps—and reveal how true wealth management is about integration, not just asset allocation. The conversation uncovers surprising connections between financial planning pillars, exposes common pitfalls, and shares real client stories where a single move solved multiple challenges. Listeners will question if their current plans are leaving hidden risks unchecked, while the mood invites both caution and curiosity about the next steps to building lasting prosperity.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 Jul 11, 2026

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