Investing Like the Wealthy

23/03/2025 23 min Temporada 2 Episodio 11
Investing Like the Wealthy

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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.