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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 42 episodes available.
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
October 04, 2025Hidden Taxes In RetirementIn this episode Scott and Jeff discuss Social Security and the surprise tax trap, IRMAA, the hidden Medicare surcharge, RMDs and the domino effect, and a holistic retirement plan. ...more58minPlay
September 27, 2025The Ins And Outs Of Life InsuranceIn this episode Scott, John, and Jeff discuss life insurance. Is it a scam or the most powerful wealth-building tool out there? ...more54minPlay
September 23, 2025The Hidden Costs Of Going It AloneIn this episode Scott, John and Jeff discuss the hidden costs of going it alone and how you miss opportunities when you try to handle complex tax, estate, and investments without a team. ...more52minPlay
September 06, 2025Understanding Liquidity Triggers And TimingIn this episode Scott Mallernee of APO Financial and Attorney Bill Stetson discuss liquidity triggers and proactive and flexible financial planning. ...more51minPlay
FAQs about The Prime Investors Playbook:How many episodes does The Prime Investors Playbook have?The podcast currently has 42 episodes available.