In today's episode we discuss the concept of how to win by not losing. We talk about the value of being more conservative with your portfolio each year, and how not losing money is more beneficial long term than earning a larger sum while taking losses. Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri.   Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ locations in coastal Southe ..read more

On today's episode we dive into opportunity zones and some the the myths and misconceptions around them. Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri.   Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ locations in coastal Southern California and focus on 5-15 unit buildings. Sage Wealth Planning does not render, or offer to render, personalized investment or tax advice via Y ..read more

On today's episode we discuss how to prepare for the rest of the year, how to navigate the market with rising inflation, and how to prepare yourself for end of year tax adjustments. Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri.   Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ locations in coastal Southern California and focus on 5-15 unit buildings. Sage Wealth Planning doe ..read more

On today's episode we will discuss tax efficient retirement income, and how to strategize ways to implement them on an individual and personalized basis. Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri.   Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ locations in coastal Southern California and focus on 5-15 unit buildings. Sage Wealth Planning does not render, or offer to re ..read more

On today's episode we are going to be talking about embracing illiquidity. Embracing illiquidity in our investments, and not being focused on checking the value of our portfolio, or a specific stock. we want to start looking at thinking about being a long term investor, and focusing on your long term goal without becoming neurotic and obsessing about every little thing. Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri.   Aaron Merriman is Managing Director of ..read more

In an ever changing tax environment, understand the tax laws and the incentives the IRS provides to more efficiently build wealth. Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri.   Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ locations in coastal Southern California and focus on 5-15 unit buildings. Sage Wealth Planning does not render, or offer to render, personalized ..read more