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David Mandell

Achieving Financial Wellness: A Guide for Physicians

The term “wellness” has become increasingly popular in the general public at large, and within…


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Health Savings Accounts

In this video, OJM Group Wealth Advisor Adam Braunscheidel, CFP® provides an overview of Health…


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Wealth Planning for the Modern Physician Podcast

A Deep Dive into Medical Practice Mergers and Acquisitions (Part 2)

In the second part of the podcast, host David Mandell continues his conversation with investment…