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business
Hosted by APO Financial · business · EN · 47 episodes
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.
Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
38%
Guest openness
Selective
Sign up to generate a grounded pitch for The Prime Investors Playbook.
Signup to Generate a PitchThe Prime Investors Playbook is a business podcast hosted by APO Financial, with 47 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
APO Financial hosts The Prime Investors Playbook, a business show with 47 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #47
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.
Episode #46
In this episode Scott and Jeff look back at 2025 and ahead at 2026.
Episode #45
in this episode Jeff and Scott discuss the 2026 tax cliff playbook and Incomplete beneficiary and legacy planning.
Episode #44
In this episode Scott and Jeff discuss the next big wave of tax changes that are underway.
Episode #43
In this episode Scott Mallernee and Jeff Shade discuss Roth conversions counting towards your estate and solutions.
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Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
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