PODCASTS

Now in its second year, OJM’s Podcast Series features brief audio broadcasts on market analysis and other wealth management topics. To listen to our latest podcasts, please check back here regularly, subscribe to our newsletter or subscribe to our channel on SoundCloud or iTunes:

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Financial Advisor and Client
Andrew Taylor

Q&A Session: The Value of a Professional Advisor and How to Choose One

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the wealth management options available to…
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Andrew Taylor

Are Municipal Bonds Right for Your Portfolio?

In our latest podcast, OJM Wealth Advisor Andrew Taylor discusses the effects of the new…
stock chart on laptop
Bob Peelman

A Continued Global Diversification Strategy Encouraged for 2019

In our latest podcast, Director of Wealth Advisors, Bob Peelman, CFP®, recaps last year's market…
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Carole Foos

Year End Tax Tips

In our latest podcast channel, OJM Principal OJM Principal Carole Foos, CPA reminds taxpayers that…
one hundred dollar bills
David Mandell

180 Million Dollar Lawsuit Against an Orthopaedic Surgeon

In the news this week, a former NFL player sued his orthopaedic surgeon for $180…
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Andrew Taylor

3rd Quarter Key Takeways

In our latest podcast, OJM Wealth Advisor Andrew Taylor, CFP® presents key takeaways from the…
roth ira piggy bank
Michael Lewellen

Backdoor Roth IRA Strategy

In our latest podcast, OJM Director of Financial Planning Michael Lewellen, CFP®  and Director of…
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Andrew Taylor

Floating Rate Funds

In our latest podcast, OJM Wealth Advisor Andrew Taylor, CFP® defines floating rate funds and…
advisor shaking hands with client
Adam Braunscheidel

Fiduciary vs. Suitability Standards

In our latest podcast, OJM Wealth Advisor Adam Braunscheidel, CFP® outlines the fundamental differences between fiduciary…
advisor working with client
Bob Peelman

What’s In Your Portfolio?

In our latest podcast, OJM Director of Wealth Advisors Robert Peelman, CFP® provides an overview…
umbrella in the rain
David Mandell

Asset Protection Using Out-of-State Legal Tools

In our latest podcast, OJM Principal David Mandell, JD, MBA, emphasizes the importance of shielding…
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Andrew Taylor

Six Steps to Reduce Taxes on Investments

In our latest podcast,  OJM Wealth Advisor Andrew Taylor, CFP® outlines six strategies to reduce taxes…

To listen to OJM Group podcasts prior to January, 2018, please visit our SoundCloud page.

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