Prosper With Keith Singer

Prosper With Keith Singer

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 1:47:30
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Sinopse

Listen on Prosper with Keith Singer as attorney and Certified Financial Planner Keith Singer educates and empowers listeners on how to make the smartest possible financial choices to maximize and protect their familys wealth. Singer Wealth Management is a full service wealth planning firm which specializes in conservative tax efficient growth strategies. Keith Singer, JD CFP offers advisory services through Singer Wealth Advisors a Florida Registered Investment Advisory Firm.

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Episódios

  • Investing Alternatives and Advice From Pete Georgakopoulos

    Investing Alternatives and Advice From Pete Georgakopoulos
    30/08/2019 Duração: 55min

    Keith Singer, along with Roy Rosner, touch on the stock market volatility of today, benefits of long-term investments, risk tolerance, and portfolio alignment. The pair also address the lack of confidence in stocks and bonds, and identify and explain alternative investment options, such as private equity and private real estate. The annual Barron's Report is also analyzed. Special guest, Pete Georgakopoulos, shares his findings and strategies on investing with Keith and Roy.

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  • Mitigating Risk and Leaving a Secure Legacy for the Next Generation

    Mitigating Risk and Leaving a Secure Legacy for the Next Generation
    01/02/2019 Duração: 52min

    Today, Roy Rosner and I talk about mitigating risk and leaving a secure legacy for the next generation. We discuss the election cycle and seasonality of market returns. We dive into estate planning and recall stories of how we have serviced our clients.

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