In t his episode Scott, John, and Jeff discuss strategies for managing taxable income in retirement, the tax trap, the smartest ways to withdraw income in retirement, and the future of tax policy. 

In this episode Scott is joined by APO Chief Investment Officer Chris Coolidge. They discuss investment philosophy and the future of AI in investing. 

In this episode Scott and Jeff discuss minimizing capital gains taxes - why timing is everything, the power of tax efficient investments, strategies for real estate and high value assets, and planning for the future. 

In this episode Scott and John discuss capital gains taxes and strategies to reduce what you owe. 

In this episode Scott and John discuss how estate taxes can silently assassinate your wealth. Also strategies to mitigate estate taxes. 

In this episode Scott and John discuss Why Buy and Hold Is Stupid , Why Staying in Tax Brackets Isn’t the Right Focus in Tax Reduction Planning, Does Anyone Really Think Taxes Are Going Down in Your Lifetime, and  Roth Conversions for Dummies. 

In this episode Scott, John, and Jeff discuss who APO Financial is and how this radio show id different from other financial shows. They also discuss wealth strategies and forward-looking tax planning.