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The Prime Investors Playbook
By APO Financial
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.
The Prime Investors Playbook episodes:
May 12, 2025Taxes On Large IRA s In this episode Scott, John, and Jeff discuss taxes on large IRAs of a million dollars or more.
...more
May 10, 2025Tax Savings In Your IRAs and Other Investments In this episode Scott, John, and Jeff discuss tax strategies for IRAs and other investments.
...moreApril 26, 2025Preparing Businesses For Ownership Transition April 21, 2025Business Succession Planning - Securing The Future Of Your Business April 21, 2025Estate Planning - Building A Legacy and Avoiding Costly Mistakes. April 05, 2025Selling Highly Appreciated Assets and Keeping More of Your Profits March 22, 2025Optimizing Tax Benefits Through Planned Giving March 19, 2025Protecting your Assets With Trusts March 13, 2025Estate Planning And Estate Taxes - Playing Defense Against Uncle Sam In this episode Scott, Jeff, and John discuss estate planning - playing defense against Uncle Sam.
...moreMarch 03, 2025Selling Highly Appreciated Assets: Tax-Efficient Strategies to Keep More of Your Profits.
FAQs about The Prime Investors Playbook:
How many episodes does The Prime Investors Playbook have?
The podcast currently has 47 episodes available.