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Hosted by APO Financial · EN · 47 episodes
Established thought leaders with verified media credentials.
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.
APO Financial hosts The Prime Investors Playbook, a business show with 47 episodes published.
In this episode, Jeff and Coach Croze discuss news stories that could affect retirees money over the next decade. Also whether annuities are safe, 5 Dolly Parton quoted for retirees to live by, and they answer listener q
In this episode Scott and Jeff look back at 2025 and ahead at 2026.
in this episode Jeff and Scott discuss the 2026 tax cliff playbook and Incomplete beneficiary and legacy planning.
In this episode Scott and Jeff discuss the next big wave of tax changes that are underway.
In this episode Scott Mallernee and Jeff Shade discuss Roth conversions counting towards your estate and solutions.
In this episode Scot and Jeff discuss how being successful comes with it's own set of risks and what to do about them.
In this episode Scott, John, and Jeff discuss minimizing capital gains taxes through smart strategies.
In this episode Scott and Jeff discuss when traditional income planning isn't enough, tax efficient growth beyond the 401K, and integrating estate and income planning.
In this episode Scott and Jeff discuss When Traditional Retirement Planning Isn’t Enough, T ax-Efficient Growth Beyond the 401(k), Integrating Estate and Income Planning , and The Role of the Financial Quarterback.
In this episode Scott and Jeff discuss the order of taking income, the power of Roth and tax-free growth, beyond Roth - tax free buckets, and designing a tax-free withdrawal plan.
In this episode Scott, John, and Jeff discuss estate taxes - playing defense against Uncle Sam.
In this episode Scott and Jeff discuss Social Security and the surprise tax trap, IRMAA, the hidden Medicare surcharge, RMDs and the domino effect, and a holistic retirement plan.
In this episode Scott, John, and Jeff discuss life insurance. Is it a scam or the most powerful wealth-building tool out there?
In this episode Scott, John and Jeff discuss the hidden costs of going it alone and how you miss opportunities when you try to handle complex tax, estate, and investments without a team.
In this episode Scott Mallernee of APO Financial and Attorney Bill Stetson discuss liquidity triggers and proactive and flexible financial planning.
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.
In this episode Scott Mallernee of APO Financial and Jeff Shade discuss who is really coordinating your financial life.
In this episode, Scott Mallernee, Chris Coolidge, and Jeff Shade discuss doing a Fall checkup on your portfolio.
In this episode Scott, John, and Jeff discuss IRAs and future tax obligations.
in this episode, Scott, John, and Jeff discuss Roth conversions, what role life insurance can play, and the hidden taxes such as Medicare surcharges.
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To pitch The Prime Investors Playbook, visit http://www.apofinancial.com for contact information, then craft a tight one-paragraph hook that ties your expertise to a gap in their recent business coverage.
The Prime Investors Playbook is hosted by APO Financial. The show is categorised under business (investing) and has published 47 episodes.
The Prime Investors Playbook has published 47 episodes.
The Prime Investors Playbook regularly covers business, investing, news. It sits in the business category, with a investing focus.
The Prime Investors Playbook is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Prime Investors Playbook hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Prime Investors Playbook average 55 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Prime Investors Playbook's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 7 days ago.