Listen "Investing Like the Wealthy"
Episode Synopsis
Ultra wealthy people have had access to investment opportunities that normal people don't for many years. But now some of these strategies are available to accredited investors, and Keith and David take a deep dive into things like private equity funds and more that have been reserved for institutional investors and ultra wealthy familites. They also address the concept of principal protection regarding regular income needed in retirement.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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The Retirement Income Problem
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Structured Notes and Legacy Planning
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Concentrated Stock and Private Equity
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The AI Revolution
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Income Planning and Private Equity
05/10/2025
50 Ways to Leave Your Money
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