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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 32 episodes available.
August 30, 2025Strategies For Managing Taxable Income In RetirementIn this episode Scott and Jeff discuss the smartest ways to manage taxable income, reduce unnecessary tax liabilities, and keep more of your money working for you. ...more58minPlay
August 26, 2025Who's Really Coordinating Your Financial Life?In this episode Scott Mallernee of APO Financial and Jeff Shade discuss who is really coordinating your financial life. ...more53minPlay
August 26, 2025Fall Is Time For A Checkup On Your Investment PortfolioIn this episode, Scott Mallernee, Chris Coolidge, and Jeff Shade discuss doing a Fall checkup on your portfolio. ...more52minPlay
August 09, 2025IRAs and Future TaxesIn this episode Scott, John, and Jeff discuss IRAs and future tax obligations. ...more58minPlay
August 07, 2025Roth Conversions And The Real Tax Tradeoffin this episode, Scott, John, and Jeff discuss Roth conversions, what role life insurance can play, and the hidden taxes such as Medicare surcharges. ...more58minPlay
July 30, 2025Capital Gains Taxes - How To Minimize What You Owe.In this episode, Scott, John, and Jeff discuss capital gains taxes and how to minimize what you owe. ...more58minPlay
July 24, 2025The Real Benefit Of Working With An Independent Financial AdvisorIn this episode Scott and John discuss the benefit of working with and independent frim such as APO Financial and the large chains. ...more53minPlay
July 16, 2025Estate Taxes - Playing Defense Against Uncle SamIn this episode Scott, John, and Jeff discuss estate taxes and strategies to minimize them. ...more58minPlay
July 02, 2025Strategies For Managing Taxable Income In RetirementIn this episode Scott and John discuss the smartest ways to manage you taxable income. ...more58minPlay
June 23, 2025What's Next? What Haven't I Thought About?In this episode Scott Mallernee and John Goodhue discuss issues that people who thought they had it all figured out haven't though about. ...more55minPlay
FAQs about The Prime Investors Playbook:How many episodes does The Prime Investors Playbook have?The podcast currently has 32 episodes available.