All Episodes
The Prime Investors Playbook — 45 episodes
Are Annuities Actually Safe?
2025, The Year In Review And What To Look For In 2026
The 2026 Tax Cliff Playbook and Incomplete Beneficiary And Legacy Planning
The 2025 / 2026 Tax Cliff
Roth Assetts Still Count Towards Your Estate Causing Tax Problems
What Happens When Success Itself Becomes A Risk?
Capital Gains Taxes - How To Minimize What You Owe
Advanced Income And Tax Strategies For High Net Worth Investors
Advanced Income and Tax Strategies for High-Net-Worth Families.
Taking Control Of Your Retirement Income Strategy Before Taxes Control You
Estate Taxes - Playing Defense Against Uncle Sam In 2025.
Hidden Taxes In Retirement
The Ins And Outs Of Life Insurance
The Hidden Costs Of Going It Alone
Understanding Liquidity Triggers And Timing
Strategies For Managing Taxable Income In Retirement
Who's Really Coordinating Your Financial Life?
Fall Is Time For A Checkup On Your Investment Portfolio
IRAs and Future Taxes
Roth Conversions And The Real Tax Tradeoff
Capital Gains Taxes - How To Minimize What You Owe.
The Real Benefit Of Working With An Independent Financial Advisor
Estate Taxes - Playing Defense Against Uncle Sam
What's Next? What Haven't I Thought About?
Taxes On Large IRAs
Large IRAs and Tax Strategies.
Advanced Estate Planning Techniques
Smartest Ways To Manage Your Taxable Income
Business Succession Planning Part 2
Taxes On Large IRA s
Tax Savings In Your IRAs and Other Investments
Preparing Businesses For Ownership Transition
Business Succession Planning - Securing The Future Of Your Business
Estate Planning - Building A Legacy and Avoiding Costly Mistakes.
Selling Highly Appreciated Assets and Keeping More of Your Profits
Optimizing Tax Benefits Through Planned Giving
Protecting your Assets With Trusts
Estate Planning And Estate Taxes - Playing Defense Against Uncle Sam
Selling Highly Appreciated Assets: Tax-Efficient Strategies to Keep More of Your Profits.
Strategies For Managing Taxable Income In Retirement
The Future of AI In Investing
Capital Gains Taxes - How To Minimize What You Owe
Estate Taxes - Playing Defense Against Uncle Sam
Breaking The Rules - Unconventional Wisdom In Wealth Planning
This Is The Show You've Needed.