All Episodes
The Prosper Podcast — 117 episodes
Self-Made Success: Billionaire Insights Unveiled
Do You Really Need a Financial Advisor?
Rethinking IRA Strategies for a New Era
From Mud Floors to Million-Dollar Ventures
The Real Money is Made Before the IPO
Guaranteed Income Without Giving Up Control
Tax Planning That Saves You Money This Year
Tax Planning That Saves You Money This Year
Income vs. Growth: The Skill Most Advisors Lack
Borrowing Against Your Stock The Smart Way
Markets, Taxes, and the Hidden Risk
Oil Warnings & Market Surprises
The Hidden Bridge to Tax-Free Wealth
The Price WAS Right and the Harbor Pilot
Beating Taxes: The Advisor Advantage
The Retirement Risk Nobody Is Talking About
Engineering Tax Alpha: Keeping More of Your Wealth
Retirement Red Zone: Are You Prepared?
The Hidden Tax Code: Wealth Secrets Revealed
Income Planning in an Unpredictable Market
Turning Wealth Into Lifetime Income
Free Bridges and Fatal Mistakes: The Real Keys to Tax and Estate Planning
Institutional Investing with Christopher Zook
Income Planning and the Vision Quest Process
Defusing the IRA Tax Bomb
How To Legally Slash Your Tax Bill
The Transition Most People Miss: From Growth to Income
What Wall Street Doesn't Want You to Know About Private Equity, Liquidity and Risk
Market Outlook and Being Too Conservative
What Institutional Investing Means for Retirees
Tesla - From Cars to Robots
Why We Miss What Matters Most
Private Markets and Wealth Planning
Stock Picking and Paying Less in Taxes
Tax Free Investing and Loss Aversion
Derivatives and Annuities
Structured Notes and Vision Quest
What Really Drives Returns
The Retirement Income Problem
Overvalued Stocks and Real Estate
Structured Notes and Legacy Planning
Concentrated Stock and Private Equity
Investing Like the Institutions and Saving on Taxes
The Energy Boom and Replacing the Lost Pension
The AI Revolution
Tax Planning Opportunities and Investing in Energy
Income Planning and Private Equity
50 Ways to Leave Your Money
Artificial Intelligence and Following History
Asset Protection and Influencers
The Versatility of Structured Notes
Innovative Income Strategies
Income Strategies and Protecting Your Estate
Market Confidence and The OBBB Tax Playbook
Reliable Income Without Unnecessary Risk
Rethinking Traditional Portfolios
Estate Planning Secrets and Smarter Diversification
Wirehouse Client News and How to Beat the IRS
Compound Interest - The Eighth Wonder of the World
Deja Vu - Is AI Today's Dot Com?
Tax Cuts, Deficits and the Future of Your Income
Market Warning Signs
Wealth and Watches
The Importance of Great Advice and Planning for a Down Decade
Could Debt Wreck the Economy?
Asset Protection and Tax Planning
Market Valuations and Historical Trends
Long Term Care and Estate Planning
What If The Market Tanks?
The Retirement Paycheck Engine
Market Turbulence and Investment Mistakes
Growing Wealth With Less Risk
How to React From Downturns From Tariffs
Private Preferred Stock and Other Investment Strategies
Is Your Advisor Also A Broker?
Investing Like the Wealthy
Creating Dependable Retirement Income
Emulating Wealthy Institutional Investors
Taxes and Structured Notes
Custom Tax and Hedging Strategies
Private Equity and Stocks vs. Notes
The Trump Tariffs
Tony Robbins Strategies
The New Administration
Beating the Market
Financial Literacy
De-Risking Your Stock Investments
More About Direct Indexing
Direct Indexing and Resolutions for 2025
Not So Fast
Falling Interest Rates
Year End Checklist
The Cost of the American Dream
Growing Government Debt
What the Election Means For You
401K Rollover Mistakes
Retirement Confidence
Parenting Styles and Income Planning
Planning For Taxes and More
Taking Control of Retirement
The Financial Landscape
Talking Interest Rates
Record Retirements and Taxes
Unicorn Strategies
Greatest of All Time
Planning for Larger Accounts and Behavioral Finance
How Much Money Does It Take to Retire?
Taxes in Retirement
Investing In Artificial Intelligence
Gen Xers - It's Your Turn
Decision 2024
Death and Taxes
Plans And Scams
The National Debt, Taxes and Returns
Four Questions About Retirement
Tax Reduction Strategies Plus the Latest From Washington
Plan For Higher Taxes