Episode 1: The IRS is Your Partner
In episode 1, Matt and Aaron discuss an alternative view on tax laws: instead of looking at tax laws as constraints, view tax laws as incentives. When building long term wealth, tax treatment can be crucial. The podcast walks through strategies and examples of tax incentives for investments that are right in front of our eyes.
About The Podcast
The Passive Income Investor Podcast features discussions and interviews related to conservative passive income investing, with a focus on long term wealth building and tax efficient income strategies. This podcast features Matthew Doran and Aaron Merriman.
Matthew Doran is a Principal at Sage Wealth Planning, a registered investment advisory firm that is virtual by design, with headquarters in Elk Rapids, MI. Aaron Merriman is the 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.