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Each week Scott Mallernee and John Goodhue of APO Financial in Palm Beach Gardens discuss wealth planning and tax strategies to help you grow your portfolio and keep more of what you've made.... more
FAQs about The Prime Investors Playbook:How many episodes does The Prime Investors Playbook have?The podcast currently has 46 episodes available.
January 05, 20262025, The Year In Review And What To Look For In 2026In this episode Scott and Jeff look back at 2025 and ahead at 2026. ...more47minPlay
December 15, 2025The 2026 Tax Cliff Playbook and Incomplete Beneficiary And Legacy Planningin this episode Jeff and Scott discuss the 2026 tax cliff playbook and Incomplete beneficiary and legacy planning....more58minPlay
November 29, 2025The 2025 / 2026 Tax CliffIn this episode Scott and Jeff discuss the next big wave of tax changes that are underway. ...more51minPlay
November 26, 2025Roth Assetts Still Count Towards Your Estate Causing Tax ProblemsIn this episode Scott Mallernee and Jeff Shade discuss Roth conversions counting towards your estate and solutions. ...more55minPlay
November 17, 2025What Happens When Success Itself Becomes A Risk?In this episode Scot and Jeff discuss how being successful comes with it's own set of risks and what to do about them. ...more58minPlay
November 03, 2025Capital Gains Taxes - How To Minimize What You OweIn this episode Scott, John, and Jeff discuss minimizing capital gains taxes through smart strategies. ...more58minPlay
October 27, 2025Advanced Income And Tax Strategies For High Net Worth InvestorsIn this episode Scott and Jeff discuss when traditional income planning isn't enough, tax efficient growth beyond the 401K, and integrating estate and income planning. ...more57minPlay
October 25, 2025Advanced Income and Tax Strategies for High-Net-Worth Families.In this episode Scott and Jeff discuss When Traditional Retirement Planning Isn’t Enough, Tax-Efficient Growth Beyond the 401(k), Integrating Estate and Income Planning , and The Role of the Financial Quarterback....more57minPlay
October 20, 2025Taking Control Of Your Retirement Income Strategy Before Taxes Control YouIn this episode Scott and Jeff discuss the order of taking income, the power of Roth and tax-free growth, beyond Roth - tax free buckets, and designing a tax-free withdrawal plan. ...more58minPlay
October 14, 2025Estate Taxes - Playing Defense Against Uncle Sam In 2025.In this episode Scott, John, and Jeff discuss estate taxes - playing defense against Uncle Sam. ...more58minPlay
FAQs about The Prime Investors Playbook:How many episodes does The Prime Investors Playbook have?The podcast currently has 46 episodes available.