The Prime Investors Playbook

In this episode Jeff and Coach Croze discuss: The Danger Of Trying To Live On Social Security Alone  The Widow’s Tax – Why Losing A Spouse can create a Tax Problem You Never Expected  Listener Questions  Canada – US – Cross Border Retirement Planning

In this episode Jeff and Coach Croze discuss how much retirement you actually need, 7 problems solved your retirement plan needs to survive, conservative money is paying again, and they answer listener questions. 

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 questions. 

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. 

In this episode, Scott, John, and Jeff discuss capital gains taxes and how to minimize what you owe. 

In  this episode Scott and John discuss the benefit of working with and independent frim such as APO Financial and the large chains. 

In this episode Scott, John, and Jeff discuss estate taxes and strategies to minimize them.