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

28/09/2025 52 min
Scams, Estate Planning and Income Planning - September 27, 2025

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

Episode Synopsis

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.

More episodes of the podcast Prosper with Keith Singer