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
Estate Planning - Building A Legacy and Avoiding Costly Mistakes.
In this episode Scott and Jeff welcome attorney Bill Stetson of Finley Stetson to discuss estate and trust planning.
Selling Highly Appreciated Assets and Keeping More of Your Profits
In this episode Scott, John, and Jeff discuss selling highly appreciated assets and tax strategies to minimize capital gains taxes.
Optimizing Tax Benefits Through Planned Giving
In this episode Scott, John, and Jeff discuss charitable gifting as a tax strategy, selling appreciated assets with charitable planning, and planned giving for high net worth families.
Protecting your Assets With Trusts
In this episode Scott, John, and Jeff discuss protecting your assets with trusts. Also revocable and irrevocable trusts, uses for disability and incapacity planning, and trusts used for protecting w…
Estate Planning And Estate Taxes - Playing Defense Against Uncle Sam
In this episode Scott, Jeff, and John discuss estate planning - playing defense against Uncle Sam.
Selling Highly Appreciated Assets: Tax-Efficient Strategies to Keep More of Your Profits.
In this episode Scott, John, and Jeff discuss selling highly appreciated assets, capital gains taxes in 2025, tax savings when selling assets, and creative strategies for business owners and investor…
Strategies For Managing Taxable Income In Retirement
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.
The Future of AI In Investing
In this episode Scott is joined by APO Chief Investment Officer Chris Coolidge. They discuss investment philosophy and the future of AI in investing.
Capital Gains Taxes - How To Minimize What You Owe
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 plannin…
Capital Gains Taxes - How To Minimize What You Owe.
In this episode Scott and John discuss capital gains taxes and strategies to reduce what you owe.
Estate Taxes - Playing Defense Against Uncle Sam
In this episode Scott and John discuss how estate taxes can silently assassinate your wealth. Also strategies to mitigate estate taxes.
Breaking The Rules - Unconventional Wisdom In Wealth Planning
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 …
This Is The Show You've Needed.
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 plannin…