The Passive Income Investor

Win By Not Losing

Matt Doran & Aaron Merriman — Thu, 24 Mar 2022 09:00:00 -0700

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 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 YouTube, Podcast, or any other digital medium. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice

The opportunity in Opportunity Zones

Matt Doran & Aaron Merriman — Thu, 30 Dec 2021 09:00:00 -0700

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.

It's year end, it comes around this time every year

Matt Doran & Aaron Merriman — Thu, 16 Dec 2021 09:00:00 -0700

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.

Tax Efficient Retirement Income

Matt Doran & Aaron Merriman — Thu, 18 Nov 2021 09:00:00 -0700

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.

Embrace Illiquidity

Matt Doran & Aaron Merriman — Thu, 04 Nov 2021 09:00:00 -0700

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.

The IRS is Your Partner

Matt Doran & Aaron Merriman — Tue, 28 Sep 2021 09:00:00 -0700

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.