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Life Insurance

The Physician’s Guide to Life Insurance Retirement Plans

Saving for retirement looks a bit different when you’re a physician. Finding a life insurance…

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

The 2025 Tax Landscape

Listen in or watch as host David Mandell sits down with Carole Foos, CPA from…