Advanced Income and Tax Strategies for High-Net-Worth Families.

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.

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.