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Year End Checklist

EPISODE · Dec 1, 2024 · 25 MIN

Year End Checklist

from The Prosper Podcast · host Keith Singer

Keith goes over a number of things to take a look at as 2024 is winding down, including investments, tax planning,  budgeting, RMDs and more. He also interviews attorney David Lappin on the subject of asset protection.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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Year End Checklist

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