Manage episode 307475311 series 2987693
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 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