Manage episode 306456347 series 2987693
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 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