The Prime Investors Playbook

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, Tax-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. 

In this episode Scott Mallernee and John Goodhue discuss issues that people who thought they had it all figured out haven't though about. 

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 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.