Estate Planning Secrets and Smarter Diversification

27/07/2025 25 min Temporada 2 Episodio 29
Estate Planning Secrets and Smarter Diversification

Listen "Estate Planning Secrets and Smarter Diversification"

Episode Synopsis

Keith and David discuss various estate planning strategies used by weathier families to preserve their wealth, and why you should be using them as well. Then they look at different strategies to diversity your investments in a time of overvalued stocks across the board.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.