APO Financial
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.
Author
APO Financial
Category
Podcast website
Latest episode
Mar 30, 2026
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Episodes
Are Annuities Actually Safe? 30.03.2026 57:14
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.
2025, The Year In Review And What To Look For In 2026 05.01.2026 46:43
In this episode Scott and Jeff look back at 2025 and ahead at 2026.
The 2026 Tax Cliff Playbook and Incomplete Beneficiary And Legacy Planning 15.12.2025 57:51
in this episode Jeff and Scott discuss the 2026 tax cliff playbook and Incomplete beneficiary and legacy planning.
The 2025 / 2026 Tax Cliff 29.11.2025 50:10
In this episode Scott and Jeff discuss the next big wave of tax changes that are underway.
Roth Assetts Still Count Towards Your Estate Causing Tax Problems 26.11.2025 54:08
In this episode Scott Mallernee and Jeff Shade discuss Roth conversions counting towards your estate and solutions.
What Happens When Success Itself Becomes A Risk? 17.11.2025 57:51
In this episode Scot and Jeff discuss how being successful comes with it's own set of risks and what to do about them.
Capital Gains Taxes - How To Minimize What You Owe 03.11.2025 57:51
In this episode Scott, John, and Jeff discuss minimizing capital gains taxes through smart strategies.
Advanced Income And Tax Strategies For High Net Worth Investors 27.10.2025 56:30
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.
Advanced Income and Tax Strategies for High-Net-Worth Families. 25.10.2025 56:30
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.
Taking Control Of Your Retirement Income Strategy Before Taxes Control You 20.10.2025 57:17
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.
Estate Taxes - Playing Defense Against Uncle Sam In 2025. 14.10.2025 57:51
In this episode Scott, John, and Jeff discuss estate taxes - playing defense against Uncle Sam.
Hidden Taxes In Retirement 04.10.2025 57:51
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.
The Ins And Outs Of Life Insurance 27.09.2025 53:24
In this episode Scott, John, and Jeff discuss life insurance. Is it a scam or the most powerful wealth-building tool out there?
The Hidden Costs Of Going It Alone 23.09.2025 51:08
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.
Understanding Liquidity Triggers And Timing 06.09.2025 50:16
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 30.08.2025 57:45
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? 26.08.2025 52:52
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 26.08.2025 51:22
In this episode, Scott Mallernee, Chris Coolidge, and Jeff Shade discuss doing a Fall checkup on your portfolio.
IRAs and Future Taxes 09.08.2025 57:51
In this episode Scott, John, and Jeff discuss IRAs and future tax obligations.
Roth Conversions And The Real Tax Tradeoff 07.08.2025 57:51
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. 30.07.2025 57:51
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 24.07.2025 52:10
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 16.07.2025 57:51
In this episode Scott, John, and Jeff discuss estate taxes and strategies to minimize them.
Strategies For Managing Taxable Income In Retirement 02.07.2025 57:45
In this episode Scott and John discuss the smartest ways to manage you taxable income.
What's Next? What Haven't I Thought About? 23.06.2025 54:52
In this episode Scott Mallernee and John Goodhue discuss issues that people who thought they had it all figured out haven't though about.
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