The Prime Investors Playbook

In this episode Jeff and Coach Croze discuss:

The Danger Of Trying To Live On Social Security Alone
 The Widow’s Tax – Why Losing A Spouse can create a Tax Problem You Never Expected
 Listener Questions
 Canada – US – Cross Border Retirement Planning

What is 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.