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ARTICLES

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Michael Lewellen

From Piggy Banks to Portfolios

TEACHING YOUR CHILDREN TO MASTER MONEY As children grow and progress through formal education, they…

VIDEOS

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Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

ESOPs for Doctors

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…