Keith takes a look at a study which finds the majority of investors miss out on growth when rolling over their 401K to either another 401K or an IRA because they leave it in cash instead of choosing new investment options. He also discusses what needs to be done to avoid this problem. He also makes the comparison of active vs. passive investment management, and discusses a strategy where investors can exceed market performance with downside protection and contractual guarantees through notes administered by major banks.
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.
