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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 47 episodes available.
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
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
FAQs about The Prime Investors Playbook:How many episodes does The Prime Investors Playbook have?The podcast currently has 47 episodes available.