How can you protect your portfolio when market darlings stumble and volatility returns? This episode dives into the surprising risks of stock concentration, the overlooked normalcy of market downturns, and the contrasting realities faced by retirees and accumulators. Uncover tools that offer exposure with protection, and explore a century-old tax strategy the “informed” have used for generations. What if building true wealth was about knowing the rules the experts rarely explain?
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.