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The Prime Investors Playbook
The Prime Investors Playbook episodes
- The Danger Of Trying To Live On Social Security Alone
In this episode Jeff and Coach Croze discuss:
The Danger Of Trying To Live On Social Security AloneThe Widow’s Tax – Why Losing A Spouse can create a Tax Problem You Never Expected
Listener Questions
Canada – US – Cross Border Retirement Planning
1 hr - How Much Retirement Do You Need?
In this episode Jeff and Coach Croze discuss how much retirement you actually need, 7 problems solved your retirement plan needs to survive, conservative money is paying again, and they answer listener questions.
1 hr - Are Annuities Actually Safe?
In this episode, Jeff and Coach Croze discuss news stories that could affect retirees money over the next decade. Also whether annuities are safe, 5 Dolly Parton quoted for retirees to live by, and they answer listener questions.
58 min - 2025, The Year In Review And What To Look For In 2026
In this episode Scott and Jeff look back at 2025 and ahead at 2026.
47 min - The 2026 Tax Cliff Playbook and Incomplete Beneficiary And Legacy Planning
in this episode Jeff and Scott discuss the 2026 tax cliff playbook and Incomplete beneficiary and legacy planning.
58 min - The 2025 / 2026 Tax Cliff
In this episode Scott and Jeff discuss the next big wave of tax changes that are underway.
51 min - Roth Assetts Still Count Towards Your Estate Causing Tax Problems
In this episode Scott Mallernee and Jeff Shade discuss Roth conversions counting towards your estate and solutions.
55 min - What 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.
58 min - Capital Gains Taxes - How To Minimize What You Owe
In this episode Scott, John, and Jeff discuss minimizing capital gains taxes through smart strategies.
58 min - Advanced Income And Tax Strategies For High Net Worth Investors
In 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.
57 min
About The Prime Investors Playbook
From the publisher's feed
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.