The Prime Investors Playbook
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.
- Update frequency
- every 6 days
- Average duration
- 56 minutes
- Episodes
- 33
- Years Active
- 2025
Understanding Liquidity Triggers And Timing
In this episode Scott Mallernee of APO Financial and Attorney Bill Stetson discuss liquidity triggers and proactive and flexible financial planning.
Strategies For Managing Taxable Income In Retirement
In 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.
Who'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.
Fall Is Time For A Checkup On Your Investment Portfolio
In this episode, Scott Mallernee, Chris Coolidge, and Jeff Shade discuss doing a Fall checkup on your portfolio.
IRAs and Future Taxes
In this episode Scott, John, and Jeff discuss IRAs and future tax obligations.
Roth Conversions And The Real Tax Tradeoff
in this episode, Scott, John, and Jeff discuss Roth conversions, what role life insurance can play, and the hidden taxes such as Medicare surcharges.
Capital 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.
The Real Benefit Of Working With An Independent Financial Advisor
In this episode Scott and John discuss the benefit of working with and independent frim such as APO Financial and the large chains.
Estate Taxes - Playing Defense Against Uncle Sam
In this episode Scott, John, and Jeff discuss estate taxes and strategies to minimize them.
Strategies For Managing Taxable Income In Retirement
In this episode Scott and John discuss the smartest ways to manage you taxable income.
What'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.
Taxes On Large IRAs
In this episode Scott and John discuss taxes on large IRAs and smart tax strategies.
Large IRAs and Tax Strategies.
In t his episode Scott and John discuss large IRAs and taxes.
Advanced Estate Planning Techniques
In this episode Scott and guest, Darren Mills, estate attorney discuss advanced estate planning techniques for high net worth individuals.
Smartest Ways To Manage Your Taxable Income
In this episode Scott Mallernee and John Goodhue discuss keeping more of your money and minimizing income taxes.
Business Succession Planning Part 2
In this episode Scott welcomes back Bill Stetson to discuss more strategies on succession planning for business.
Taxes On Large IRA s
In this episode Scott, John, and Jeff discuss taxes on large IRAs of a million dollars or more.
Tax Savings In Your IRAs and Other Investments
In this episode Scott, John, and Jeff discuss tax strategies for IRAs and other investments.
Preparing Businesses For Ownership Transition
In this episode Scott and Jeff welcome Roy Mossy of relay Strategy partners to discuss business ownership transitioning .
Business Succession Planning - Securing The Future Of Your Business
In this episode Scott and Jeff welcome John Goodhue to talk about planning for business succession planning.