The Prime Investors Playbook

In this episode Scott and John discuss taxes on large IRAs and smart tax strategies.

In t his episode Scott and John discuss large IRAs and taxes. 

In this episode Scott and guest, Darren Mills, estate attorney discuss advanced estate planning techniques for high net worth individuals. 

In this episode Scott Mallernee and John Goodhue discuss keeping more of your money and minimizing income taxes. 

In this episode Scott welcomes back Bill Stetson to discuss more strategies on succession planning for business. 

In this episode Scott, John, and Jeff discuss taxes on large IRAs of a million dollars or more. 

In this episode Scott, John, and Jeff discuss tax strategies for IRAs and other investments. 

In this episode Scott and Jeff welcome Roy Mossy of relay Strategy partners to discuss business ownership transitioning .

In this episode Scott and Jeff welcome John Goodhue to talk about planning for business succession planning. 

In this episode Scott and Jeff welcome attorney Bill Stetson of Finley Stetson to discuss estate and trust planning. 

In this episode Scott, John, and Jeff discuss selling highly appreciated assets and tax strategies to minimize capital gains taxes. 

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. 

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 wealth for generations. 

In this episode Scott, Jeff, and John discuss estate planning - playing defense against Uncle Sam. 

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 investors. 

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. 

In this episode Scott is joined by APO Chief Investment Officer Chris Coolidge. They discuss investment philosophy and the future of AI in investing. 

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 planning for the future. 

In this episode Scott and John discuss capital gains taxes and strategies to reduce what you owe. 

In this episode Scott and John discuss how estate taxes can silently assassinate your wealth. Also strategies to mitigate estate taxes. 

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 Lifetime, and   Roth Conversions for Dummies.  

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 planning.