The Prime Investors Playbook
The Prime Investors Playbook
Podcast Description
Each week Scott Mallernree 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.
Podcast Insights
Content Themes
Focuses on wealth planning, tax strategies, and investment philosophies with episodes covering capital gains tax minimization techniques, estate tax mitigation, and unconventional wealth management advice. Specific episodes discuss the future of AI in investing and innovative strategies for real estate investments.

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.
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.

Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.