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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.
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
June 18, 2025Taxes On Large IRAsIn this episode Scott and John discuss taxes on large IRAs and smart tax strategies....more58minPlay
June 10, 2025Large IRAs and Tax Strategies.In t his episode Scott and John discuss large IRAs and taxes. ...more58minPlay
June 03, 2025Advanced Estate Planning TechniquesIn this episode Scott and guest, Darren Mills, estate attorney discuss advanced estate planning techniques for high net worth individuals. ...more58minPlay
May 28, 2025Smartest Ways To Manage Your Taxable IncomeIn this episode Scott Mallernee and John Goodhue discuss keeping more of your money and minimizing income taxes. ...more58minPlay
May 19, 2025Business Succession Planning Part 2In this episode Scott welcomes back Bill Stetson to discuss more strategies on succession planning for business. ...more56minPlay
FAQs about The Prime Investors Playbook:How many episodes does The Prime Investors Playbook have?The podcast currently has 47 episodes available.