Prosper with Keith Singer

“Did you know building wealth makes you a target?” Dive into the alarming rise of sophisticated scams—and why, for many, dangers lurk closer to home than you might imagine. This episode uncovers the unsettling forces that threaten the assets and legacies of the affluent, explores real cases of financial abuse, and unpacks the tools and structures that can stand between your nest egg and disaster. The conversation sets a vigilant, empowering mood, leaving listeners eager to discover what steps they might be missing.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.

What if everything you thought about interest rates was wrong? In this episode, Keith Singer unpacks why even as the Fed cuts rates, mortgage and borrowing costs don’t always budge—and how the bond market quietly calls the shots. Discover why classic assumptions about financial planning might be putting your portfolio at risk, and gain insight into specialized income tools and strategies that go beyond the basics. If you’re ready to rethink the “rules” of wealth, tune in for a candid look at navigating a transformed financial landscape.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.

Are you crossing the “free bridges”—or missing them completely? In this episode, Keith Singer and David Friedland reveal how easily even well-meaning plans can unravel when tax strategies, estate documents, and income planning aren’t fully integrated. Hear the eye-opening story of an estate plan gone awry, explore the high-stakes risk that derails many retirements, and discover why most people inadvertently overpay in taxes by planning too late. Uncover the often-overlooked connections that determine whether your wealth secures your dreams, or slips away to taxes, probate, or market missteps. The best-kept secrets of lasting prosperity are rarely the ones you expect.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.

Most people miss the “free bridges” that can transform their financial lives—are you one of them? On this episode, Keith Singer and David Friedland break down some of the most common (and expensive) retirement oversights, from overpaying taxes at filing time to estate plans that fall apart when families need them most. Learn why true wealth management means integrating tax strategy, investment planning, and estate protection—plus, discover overlooked tools like Lady Bird deeds to avoid probate headaches, next-level income solutions (including alternative investments and structured notes), and how to guard against the devastating costs of long-term care. With real-life stories, actionable examples, and the Vision Quest five-pillar process, you’ll uncover practical strategies to help keep more of what you earn, protect your legacy, and create lasting income—no matter what's ahead.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.

Income planning is the basis of everything Singer Wealth does for their clients' retirement needs. On this show, Keith and David go through their Vision Quest process for planning income, as well as other areas of retirement, and they also go over some investment areas many people may not know about. Keith also interviews Christopher Zook from Houston-based institutional investment firm KAZ Investments concerning his area of expertise, focusing on energy investments.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.

Keith and David discuss numerous ways to save on what you owe to the IRS, including Roth conversions, private investments, structured notes and more, as well as how to obtain reports from their office which explain these strategies.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.

"What if the biggest fortunes aren’t made on Wall Street, but behind closed doors?" This episode dives into the elusive world of private equity—exposing why the wealthiest insiders seek it out, and what keeps most everyday investors locked out. Keith Singer and David Friedland shine a light on the opportunities and risks mainstream investment advice rarely mentions, setting the stage for a thought-provoking exploration of sophisticated strategies, misunderstood risks, and the real mechanics of building generational wealth. Discover what separates the owners from the crowd—and why the answers aren’t as obvious as they seem.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.

Keith and David look ahead to 2026 and discuss why analysts believe the year could bring decent returns to market investors. Later they bring in Singer Wealth's Chief Investment Officer Michael Lavi to talk about institiutional investing and sovereign wealth funds, and how they could be used in certain situations.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.

People assume their advisor is looking out for everything, but that's not always the case. Keith and David look at some examples where clients could have saved a lot of money had their advisor offered available strategies for them to do so. Later they look at how Tesla could chance society in more ways than just electric cars, as well as the versatility of structured notes.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.

Keith and David lead off by looking at why investing in individual stocks is not usually the best way to use the market, then discuss why using tax planning strategies to pay lower taxes is smart wealth planning. In the second half of the show, they look at private real estate and how it can fit into your plan, as well as private markets in general and why the wealthy use them to create returns without the risk of the market.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.

Keith and David open the show discussing ways to use derivatives as a hedge to market downside and as a way to create income. They also look at annuities with guaranteed income riders which provice income for life, ways to invest to make tax free gains, and then tackle loss aversion and why people mourn losing money more than rejoice making it.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.

Keith and David begin the show by discussing a new study which shows the biggest factor in determining the performance of investment portfolios is asset allocation - the percentage of stocks vs. bonds, cash and alternative investments. Later they go over end of year tax planning strategies as well as taking another look at one of their favorite areas, structured notes.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.

First Keith and David address the overvalued stock market, then Keith interviews billionaire real estate investor Fernando de Leon. He shares his story from his immigration from Mexico, to a Harvard education, a failed stint at Goldman Sachs to founding his own investment business, Leon Capitol Group. He also shares his outlook on real estate at present and where it may be headed going forward.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.

Keith and David begin by discussing how to turn concentrated stock into tax efficient wealth, then move into two of their favorite areas - private equity and structured notes and the advantages each has to offer in the right situation.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.

Keith and David first discuss the current growing energy demand fueled largely by the amount of power needed to run artificial intelligence platforms, then move to how to create lifetime income in these days of disappearing pensions. They also take a look at how to invest in private equity for possible better returns than the stock market, and strategies to help you save on taxes.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.

Articifcial intelligence is booming right now, but investing in it could be tricky, as we saw years ago with the dot com bubble. Keith and David address what to look for when looking for opportunities, as well as tax smart investing, 2026 tax planning strategies, and how to invest in energy companies in the current market for global power needs.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.

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.

Keith and David start the program by discussing asset protection strategies, including various kinds of trusts as well as types of assets that are exempt from litigation. They also get into how social influencers build their brand to make, in some cases, huge amounts of money; how AI is affecting investing and how to take advantage of it, and look back at history, various risks and missteps and how to make sure to stay diversified and think long term.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.

Keith and David take a look at different strategies that can provide income in retirement without dealing with the volatility of the stock market, especially looking at the versatility of structured notes.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.

Keith and David look at different strategies to use to make good returns while avoiding the volatility of the market. They also dive into the One Big Beautiful Bill and look at tax changes it provides, especially in regards to retirees, as well as income strategies you might not hear about from other advisors.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.

Keith and David open the program with a discussion on why a traditional stock-bond portfolio mix has not lived up to traditional performance standards in recent years, and how new strategies can raise the bar for earnings. They also take a look at new tax rules under the Big Beautiful Bill, ways to generate realiable retirement income without taking unnecessary risk, and how to cover long term care and legacy planning under the new terms of the Big Beautiful Bill.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.

First, Keith and David take a look at a settlement by a big wirehouse with two clients over an investment which overpromised returns but underdelivered, and why that occured. They also uncover provisions in the Big Beautiful Bill now become law that could benefit you from the standpoint of taking the standard deduction or itemizing them, as well as sharing estate planning secrets used by wealthy families to preserve their wealth and ways to use diversification to your advantage in an overvalued stock market.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.

Keith and David discuss investing in AI stocks and whether it may be the dot com boom (or bust) of the early 2000s. They also look at how dual registered brokers can get dual compensation for products that may not be in a client's best interest, as well as how compound interest can build wealth at amazing rates.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.

Keith and David go over some warning signs that the stock market may be headed for lower performance in coming years, citing the CAPE ration and the Buffet Indicator as examples, and how investors can find alternative investments that avoid the volatility of the market and still get decent returns. They also discuss tax cuts and deficits, longevity risk and choosing the right financial expert.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.

David Friedland interviews attorney and CPA Paul Bachow, who takes a deep dive into a historical trend which indicates the U.S. may be headed for bankruptcy if the ratio of debt to GDP is not turned around from its trend of heading upward. He says increases in revenue - ie taxes - would be a major factor in helping the situation. In the second part of the show, Keith and David discuss the importance of getting great financial advice, as well as planning for the possibility of what they term a three percent decade, where the stock market would average only around three percent gains annually compared to much larger returns since 2010. 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.

Keith and David take a look at historical trends involving valuations in the stock market and why it may be headed on a downward path in regard to its rate of return in the near future. They also take a look at unique funds involving infrastructure investments which could bring good returns while avoiding the volatility of the stock market. 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.

What could happen to your investments if stock market returns don't continue at the rate they have been during this extended bull market? Keith and David Friedland start the show by discussing the range of alternative investments that could provide good returns without the volatility and risk of the market. They also address possible tax rate increases and how to plan to pay the lowest amount legally to Uncle Sam, as well as long term care and estate planning.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.

Keith and David take a look first at the latest involving tariffs, then go into how investment mistakes can be made in an uncertain market, discuss what's called the Fear and Greed Index, then look at a so-called retirement paycheck engine that can help manufacture the income you need for your retirement.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.

Keith and David take a look at the recent news surrounding President Trump's tariff policies and how they are affecting the markets. They also look at further investment strategies that could bring good returns with less risk than the stock market.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.

Keith and David take a look at how you can tell if your advisor is also a broker and how that can play into how much you pay them in management fees.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.

After discussing what could happen regarding future tax rates, Keith and David Friedland take a look at structured notes, as well as strategies used by large institutional investors, especially the Yale Endowment Fund, which has outperformed many traditional investment strategies.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.