Transistor (https://transistor.fm) https://feeds.transistor.fm/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. © 2026 APO Financial 82b48a75-bc11-5fab-810a-0747750200f3 no en Mon, 30 Mar 2026 15:33:45 -0400 Mon, 30 Mar 2026 15:34:30 -0400 http://www.apofinancial.com https://img.transistorcdn.com/FfuEL4XR6dn-AqdvyMkej-UOWLr0RaMvF_bP4qKi_0k/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82YTRj/NTUzNDFhNDExMTdk/NjIzOTcwM2JlMjE1/MWQ1Ny5wbmc.jpg http://www.apofinancial.com episodic APO Financial 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. 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. John Goodhue No No 47 47 Are Annuities Actually Safe? full e93d0d0f-ca4d-4d7d-97da-e70288631536 https://share.transistor.fm/s/65f1418e 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, 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. 

]]> Mon, 30 Mar 2026 15:33:38 -0400 APO Financial APO Financial 3434 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. 

]]> No 46 46 2025, The Year In Review And What To Look For In 2026 full 6bf79586-6a80-4dc0-9000-ea8fcd3132ba https://share.transistor.fm/s/279475bd In this episode Scott and Jeff look back at 2025 and ahead at 2026. 

]]> In this episode Scott and Jeff look back at 2025 and ahead at 2026. 

]]> Mon, 05 Jan 2026 17:01:37 -0500 APO Financial APO Financial 2803 In this episode Scott and Jeff look back at 2025 and ahead at 2026. 

]]> No 45 45 The 2026 Tax Cliff Playbook and Incomplete Beneficiary And Legacy Planning full 2742d9f0-8fad-43b8-a104-5e92f7c6778c https://share.transistor.fm/s/4a6e256b in this episode Jeff and Scott discuss the 2026 tax cliff playbook and Incomplete beneficiary and legacy planning.

]]> in this episode Jeff and Scott discuss the 2026 tax cliff playbook and Incomplete beneficiary and legacy planning.

]]> Sun, 14 Dec 2025 20:09:15 -0500 APO Financial APO Financial 3471 in this episode Jeff and Scott discuss the 2026 tax cliff playbook and Incomplete beneficiary and legacy planning.

]]> No 44 44 The 2025 / 2026 Tax Cliff full e7e3022b-01f5-4973-a2fd-1eeadf0985a1 https://share.transistor.fm/s/ff466d5b In this episode Scott and Jeff discuss the next big wave of tax changes that are underway. 

]]> In this episode Scott and Jeff discuss the next big wave of tax changes that are underway. 

]]> Sat, 29 Nov 2025 11:00:00 -0500 APO Financial APO Financial 3010 In this episode Scott and Jeff discuss the next big wave of tax changes that are underway. 

]]> No 43 43 Roth Assetts Still Count Towards Your Estate Causing Tax Problems full eb24ce30-927e-4c1b-814d-c51d481a17cb https://share.transistor.fm/s/8ed4d244 In this episode Scott Mallernee and Jeff Shade discuss Roth conversions counting towards your estate and solutions. 

]]> In this episode Scott Mallernee and Jeff Shade discuss Roth conversions counting towards your estate and solutions. 

]]> Tue, 25 Nov 2025 23:58:29 -0500 APO Financial APO Financial 3248 In this episode Scott Mallernee and Jeff Shade discuss Roth conversions counting towards your estate and solutions. 

]]> No 42 42 What Happens When Success Itself Becomes A Risk? full c813870f-e4b1-4401-b5f9-853425ff2a36 https://share.transistor.fm/s/56af1e00 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 Scot and Jeff discuss how being successful comes with it's own set of risks and what to do about them. 

]]> Sun, 16 Nov 2025 21:52:04 -0500 APO Financial APO Financial 3471 In this episode Scot and Jeff discuss how being successful comes with it's own set of risks and what to do about them. 

]]> No 41 41 Capital Gains Taxes - How To Minimize What You Owe full da54a3ce-3b41-4d58-9fac-32b538f98c96 https://share.transistor.fm/s/474197e1 In this episode Scott, John, and Jeff discuss minimizing capital gains taxes through smart strategies. 

]]> In this episode Scott, John, and Jeff discuss minimizing capital gains taxes through smart strategies. 

]]> Sun, 02 Nov 2025 22:37:06 -0500 APO Financial APO Financial 3471 In this episode Scott, John, and Jeff discuss minimizing capital gains taxes through smart strategies. 

]]> No 40 40 Advanced Income And Tax Strategies For High Net Worth Investors full d8ace7da-486b-439d-83d3-a1bd1d6dd307 https://share.transistor.fm/s/b472cb0e 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 income planning isn't enough, tax efficient growth beyond the 401K, and integrating estate and income planning. 

]]> Mon, 27 Oct 2025 18:07:50 -0400 APO Financial APO Financial 3390 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. 

]]> No 39 39 Advanced Income and Tax Strategies for High-Net-Worth Families. full 68fa3f70-d5be-4213-b135-78937a0804ca https://share.transistor.fm/s/bf145020 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 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.

]]> Sat, 25 Oct 2025 11:00:00 -0400 APO Financial APO Financial 3390 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.

]]> No 38 38 Taking Control Of Your Retirement Income Strategy Before Taxes Control You full 79320198-f8a3-48af-8de7-34599e48c8ec https://share.transistor.fm/s/671d82ec 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 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. 

]]> Mon, 20 Oct 2025 13:16:30 -0400 APO Financial APO Financial 3437 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. 

]]> No 37 37 Estate Taxes - Playing Defense Against Uncle Sam In 2025. full e0018c25-2086-42f6-a531-756546b79a17 https://share.transistor.fm/s/60e6e07d In this episode Scott, John, and Jeff discuss estate taxes - playing defense against Uncle Sam. 

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

]]> Tue, 14 Oct 2025 00:49:16 -0400 APO Financial APO Financial 3471 In this episode Scott, John, and Jeff discuss estate taxes - playing defense against Uncle Sam. 

]]> No 36 36 Hidden Taxes In Retirement full 2ac5bd8c-1a56-41ea-bfe7-e19943fd38d8 https://share.transistor.fm/s/3cffefee 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 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. 

]]> Sat, 04 Oct 2025 11:00:00 -0400 APO Financial APO Financial 3471 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. 

]]> No 35 35 The Ins And Outs Of Life Insurance full 562877a9-6380-4094-bf45-bf5e1d87438f https://share.transistor.fm/s/cec0271f 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 life insurance. Is it a scam or the most powerful wealth-building tool out there?  

]]> Sat, 27 Sep 2025 11:00:00 -0400 APO Financial APO Financial 3204 In this episode Scott, John, and Jeff discuss life insurance. Is it a scam or the most powerful wealth-building tool out there?  

]]> No 34 34 The Hidden Costs Of Going It Alone full b8914ec6-3d0b-4d39-af87-829f20f1fbd5 https://share.transistor.fm/s/ebc5855e 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, 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. 

]]> Mon, 22 Sep 2025 20:08:06 -0400 APO Financial APO Financial 3068 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. 

]]> No 33 33 Understanding Liquidity Triggers And Timing full a1bc7081-8086-4107-b058-7f188ec52b69 https://share.transistor.fm/s/9021eb61 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 Mallernee of APO Financial and Attorney Bill Stetson discuss liquidity triggers and proactive and flexible financial planning. 

]]> Sat, 06 Sep 2025 11:00:00 -0400 APO Financial APO Financial 3016 In this episode Scott Mallernee of APO Financial and Attorney Bill Stetson discuss liquidity triggers and proactive and flexible financial planning. 

]]> No 32 32 Strategies For Managing Taxable Income In Retirement full 67153daf-c098-483f-9615-fda27717178e https://share.transistor.fm/s/1b230dea 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 and Jeff discuss the smartest ways to manage taxable income, reduce unnecessary tax liabilities, and keep more of your money working for you. 

]]> Sat, 30 Aug 2025 11:00:00 -0400 APO Financial APO Financial 3465 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. 

]]> No 31 31 Who's Really Coordinating Your Financial Life? full 93736123-b5f0-4d71-b42e-19780e0f747d https://share.transistor.fm/s/ddcc7e33 In this episode Scott Mallernee of APO Financial and Jeff Shade discuss who is really coordinating your financial life. 

]]> In this episode Scott Mallernee of APO Financial and Jeff Shade discuss who is really coordinating your financial life. 

]]> Mon, 25 Aug 2025 22:51:40 -0400 APO Financial APO Financial 3172 In this episode Scott Mallernee of APO Financial and Jeff Shade discuss who is really coordinating your financial life. 

]]> No 30 30 Fall Is Time For A Checkup On Your Investment Portfolio full 2b1ba7a7-7c93-4452-8026-d41f60392cae https://share.transistor.fm/s/696b6c0b In this episode, Scott Mallernee, Chris Coolidge, and Jeff Shade discuss doing a Fall checkup on your portfolio. 

]]> In this episode, Scott Mallernee, Chris Coolidge, and Jeff Shade discuss doing a Fall checkup on your portfolio. 

]]> Mon, 25 Aug 2025 22:49:27 -0400 APO Financial APO Financial 3082 In this episode, Scott Mallernee, Chris Coolidge, and Jeff Shade discuss doing a Fall checkup on your portfolio. 

]]> No 29 29 IRAs and Future Taxes full 92cc3ca9-4e71-4208-8877-476bb363fb1b https://share.transistor.fm/s/67b4d4e6 In this episode Scott, John, and Jeff discuss IRAs and future tax obligations. 

]]> In this episode Scott, John, and Jeff discuss IRAs and future tax obligations. 

]]> Sat, 09 Aug 2025 11:00:00 -0400 APO Financial APO Financial 3471 In this episode Scott, John, and Jeff discuss IRAs and future tax obligations. 

]]> No 28 28 Roth Conversions And The Real Tax Tradeoff full 7247867f-67b1-4146-8b35-a90f87b36dd4 https://share.transistor.fm/s/7e0c74ab 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 Roth conversions, what role life insurance can play, and the hidden taxes such as Medicare surcharges. 

]]> Wed, 06 Aug 2025 21:57:58 -0400 APO Financial APO Financial 3471 in this episode, Scott, John, and Jeff discuss Roth conversions, what role life insurance can play, and the hidden taxes such as Medicare surcharges. 

]]> No 27 27 Capital Gains Taxes - How To Minimize What You Owe. full c205ac46-0838-45b8-a10f-bef42c75cf22 https://share.transistor.fm/s/af361ed3 In this episode, Scott, John, and Jeff discuss capital gains taxes and how to minimize what you owe. 

]]> In this episode, Scott, John, and Jeff discuss capital gains taxes and how to minimize what you owe. 

]]> Wed, 30 Jul 2025 19:37:50 -0400 APO Financial APO Financial 3471 In this episode, Scott, John, and Jeff discuss capital gains taxes and how to minimize what you owe. 

]]> No 26 26 The Real Benefit Of Working With An Independent Financial Advisor full 297fb876-7f61-4da6-b2a5-a86a4ea17da2 https://share.transistor.fm/s/96a39326 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 and John discuss the benefit of working with and independent frim such as APO Financial and the large chains. 

]]> Wed, 23 Jul 2025 22:44:02 -0400 APO Financial APO Financial 3130 In  this episode Scott and John discuss the benefit of working with and independent frim such as APO Financial and the large chains. 

]]> No 25 25 Estate Taxes - Playing Defense Against Uncle Sam full 88c12808-58ea-4938-bbd8-f35c85a76e5d https://share.transistor.fm/s/d72da311 In this episode Scott, John, and Jeff discuss estate taxes and strategies to minimize them. 

]]> In this episode Scott, John, and Jeff discuss estate taxes and strategies to minimize them. 

]]> Wed, 16 Jul 2025 15:12:53 -0400 APO Financial APO Financial 3471 In this episode Scott, John, and Jeff discuss estate taxes and strategies to minimize them. 

]]> No 24 24 Strategies For Managing Taxable Income In Retirement full 763b585f-e557-4209-8a36-e90e3b893e7d https://share.transistor.fm/s/6b59934c In this episode Scott and John discuss the smartest ways to manage you taxable income. 

]]> In this episode Scott and John discuss the smartest ways to manage you taxable income. 

]]> Tue, 01 Jul 2025 22:25:31 -0400 APO Financial APO Financial 3465 In this episode Scott and John discuss the smartest ways to manage you taxable income. 

]]> No 23 23 What's Next? What Haven't I Thought About? full 0a98cb51-9727-4878-869e-2796b6fe27d5 https://share.transistor.fm/s/c0f43957 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 Mallernee and John Goodhue discuss issues that people who thought they had it all figured out haven't though about. 

]]> Sun, 22 Jun 2025 21:27:51 -0400 APO Financial APO Financial 3292 In this episode Scott Mallernee and John Goodhue discuss issues that people who thought they had it all figured out haven't though about. 

]]> No 22 22 Taxes On Large IRAs full f840a1f6-0025-4f69-ac5a-e4fea5595721 https://share.transistor.fm/s/1b612a84 In this episode Scott and John discuss taxes on large IRAs and smart tax strategies.

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

]]> Tue, 17 Jun 2025 20:13:46 -0400 APO Financial APO Financial 3471 In this episode Scott and John discuss taxes on large IRAs and smart tax strategies.

]]> No 21 21 Large IRAs and Tax Strategies. full cfae75e3-6048-4115-91bd-9cd648e96a60 https://share.transistor.fm/s/39e3749a In t his episode Scott and John discuss large IRAs and taxes. 

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

]]> Mon, 09 Jun 2025 21:09:05 -0400 APO Financial APO Financial 3471 In t his episode Scott and John discuss large IRAs and taxes. 

]]> No 20 20 Advanced Estate Planning Techniques full b95cc806-cb1e-44ae-9e39-269a0ef780d0 https://share.transistor.fm/s/5562ad12 In this episode Scott and guest, Darren Mills, estate attorney discuss advanced estate planning techniques for high net worth individuals. 

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

]]> Mon, 02 Jun 2025 22:46:52 -0400 APO Financial APO Financial 3467 In this episode Scott and guest, Darren Mills, estate attorney discuss advanced estate planning techniques for high net worth individuals. 

]]> No 19 19 Smartest Ways To Manage Your Taxable Income full 1eaea0c3-c60b-4aca-b567-04af4f9872de https://share.transistor.fm/s/44e997cf In this episode Scott Mallernee and John Goodhue discuss keeping more of your money and minimizing income taxes. 

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

]]> Tue, 27 May 2025 22:50:12 -0400 APO Financial APO Financial 3465 In this episode Scott Mallernee and John Goodhue discuss keeping more of your money and minimizing income taxes. 

]]> No 18 18 Business Succession Planning Part 2 full d7aa1ef9-fece-42ee-b25e-036cf80f1ccf https://share.transistor.fm/s/f5344f33 In this episode Scott welcomes back Bill Stetson to discuss more strategies on succession planning for business. 

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

]]> Mon, 19 May 2025 13:42:17 -0400 APO Financial APO Financial 3349 In this episode Scott welcomes back Bill Stetson to discuss more strategies on succession planning for business. 

]]> No 17 17 Taxes On Large IRA s full f62ff05f-f5cf-405c-a1e3-61c3e9743f25 https://share.transistor.fm/s/08441ca8 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 taxes on large IRAs of a million dollars or more. 

]]> Sun, 11 May 2025 21:40:42 -0400 APO Financial APO Financial 3349 In this episode Scott, John, and Jeff discuss taxes on large IRAs of a million dollars or more. 

]]> No 16 16 Tax Savings In Your IRAs and Other Investments full 4493d0a4-3d8b-4c09-b660-b62bb67b2e87 https://share.transistor.fm/s/f83a3ae1 In this episode Scott, John, and Jeff discuss tax strategies for IRAs and other investments. 

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

]]> Sat, 10 May 2025 11:00:00 -0400 APO Financial APO Financial 3391 In this episode Scott, John, and Jeff discuss tax strategies for IRAs and other investments. 

]]> No 15 15 Preparing Businesses For Ownership Transition full 2ca2318c-ec9d-4625-a70d-1459f0484f87 https://share.transistor.fm/s/391edb4a 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 Roy Mossy of relay Strategy partners to discuss business ownership transitioning .

]]> Sat, 26 Apr 2025 11:00:00 -0400 APO Financial APO Financial 3467 In this episode Scott and Jeff welcome Roy Mossy of relay Strategy partners to discuss business ownership transitioning .

]]> No 14 14 Business Succession Planning - Securing The Future Of Your Business full d9cf3f33-2dc4-42b5-8787-ed52a6f22cd2 https://share.transistor.fm/s/e945ef75 In this episode Scott and Jeff welcome John Goodhue to talk about planning for business succession planning. 

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

]]> Mon, 21 Apr 2025 14:37:42 -0400 APO Financial APO Financial 3467 In this episode Scott and Jeff welcome John Goodhue to talk about planning for business succession planning. 

]]> No 13 13 Estate Planning - Building A Legacy and Avoiding Costly Mistakes. full c5f5cd82-3303-43ea-b738-75af8203af91 https://share.transistor.fm/s/04c350df In this episode Scott and Jeff welcome attorney Bill Stetson of Finley Stetson to discuss estate and trust planning. 

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

]]> Mon, 21 Apr 2025 14:34:37 -0400 APO Financial APO Financial 3192 In this episode Scott and Jeff welcome attorney Bill Stetson of Finley Stetson to discuss estate and trust planning. 

]]> No 12 12 Selling Highly Appreciated Assets and Keeping More of Your Profits full 3bb1b226-93de-4354-8c6f-9f18b12c874d https://share.transistor.fm/s/bd6a757f 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 selling highly appreciated assets and tax strategies to minimize capital gains taxes. 

]]> Sat, 05 Apr 2025 11:00:00 -0400 APO Financial APO Financial 3465 In this episode Scott, John, and Jeff discuss selling highly appreciated assets and tax strategies to minimize capital gains taxes. 

]]> No 11 11 Optimizing Tax Benefits Through Planned Giving full c01607cc-5a0e-415d-9a11-a4338b075455 https://share.transistor.fm/s/e7b12add 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 charitable gifting as a tax strategy, selling appreciated assets with charitable planning, and planned giving for high net worth families. 

]]> Sat, 22 Mar 2025 08:00:00 -0400 APO Financial APO Financial 3331 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. 

]]> No 10 10 Protecting your Assets With Trusts full 6bf4b025-bb4e-4e5b-95f4-66d3986e43a7 https://share.transistor.fm/s/4d76b71e 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, 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. 

]]> Tue, 18 Mar 2025 21:27:52 -0400 APO Financial APO Financial 3350 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. 

]]> No 9 9 Estate Planning And Estate Taxes - Playing Defense Against Uncle Sam full cc21403b-850c-434e-bb9e-93889e6108da https://share.transistor.fm/s/e73e5511 In this episode Scott, Jeff, and John discuss estate planning - playing defense against Uncle Sam. 

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

]]> Wed, 12 Mar 2025 22:43:42 -0400 APO Financial APO Financial 3471 In this episode Scott, Jeff, and John discuss estate planning - playing defense against Uncle Sam. 

]]> No 8 8 Selling Highly Appreciated Assets: Tax-Efficient Strategies to Keep More of Your Profits. full 8c03e613-17db-406d-bc67-c364750d9d31 https://share.transistor.fm/s/821d00a8 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 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. 

]]> Mon, 03 Mar 2025 18:35:43 -0500 APO Financial APO Financial 3382 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. 

]]> No 7 7 Strategies For Managing Taxable Income In Retirement full 0e564b92-7795-43f3-92f2-fd1cb000727a https://share.transistor.fm/s/da84e669 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 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. 

]]> Sun, 23 Feb 2025 19:57:37 -0500 APO Financial APO Financial 3175 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. 

]]> No 6 6 The Future of AI In Investing full c530f02a-aaa8-4f88-a63f-d729a7f4ad61 https://share.transistor.fm/s/070ed223 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 is joined by APO Chief Investment Officer Chris Coolidge. They discuss investment philosophy and the future of AI in investing. 

]]> Sun, 16 Feb 2025 18:52:47 -0500 APO Financial APO Financial 3138 In this episode Scott is joined by APO Chief Investment Officer Chris Coolidge. They discuss investment philosophy and the future of AI in investing. 

]]> No 5 5 Capital Gains Taxes - How To Minimize What You Owe full ecd4b2c3-3d12-4d8d-b23b-7c2a4537333e https://share.transistor.fm/s/cffa8826 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 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. 

]]> Mon, 10 Feb 2025 22:25:22 -0500 APO Financial APO Financial 3231 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. 

]]> No 4 4 Capital Gains Taxes - How To Minimize What You Owe. full f6836118-2006-42a0-bda6-900b0cbab9df https://share.transistor.fm/s/11124743 In this episode Scott and John discuss capital gains taxes and strategies to reduce what you owe. 

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

]]> Sun, 02 Feb 2025 20:47:14 -0500 APO Financial APO Financial 3471 In this episode Scott and John discuss capital gains taxes and strategies to reduce what you owe. 

]]> No 3 3 Estate Taxes - Playing Defense Against Uncle Sam full ca819988-e167-4f52-9d76-bfe7570ab648 https://share.transistor.fm/s/67a1794a 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 how estate taxes can silently assassinate your wealth. Also strategies to mitigate estate taxes. 

]]> Sat, 01 Feb 2025 08:00:00 -0500 APO Financial APO Financial 3332 In this episode Scott and John discuss how estate taxes can silently assassinate your wealth. Also strategies to mitigate estate taxes. 

]]> wealth, taxes, estate taxes, money, finance No 2 2 Breaking The Rules - Unconventional Wisdom In Wealth Planning full d95ff35f-c208-4e3a-b36c-4db4db4dad1a https://share.transistor.fm/s/5a68712a 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 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. 

]]> Tue, 28 Jan 2025 20:44:43 -0500 APO Financial APO Financial 3471 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. 

]]> Wealth planning, stock market, taxes, Roth conversions. No 1 1 This Is The Show You've Needed. full c6356e1a-c7e7-4bf5-b04c-1d11a8ee10cf https://share.transistor.fm/s/9d00eef6 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. 

]]> 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. 

]]> Mon, 20 Jan 2025 14:43:29 -0500 APO Financial APO Financial 3471 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. 

]]> No