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:

financial advisor working with client
Andrew Taylor

How the SECURE Act May Affect Your Retirement Accounts

OJM Wealth Advisor Andrew Taylor, CFP® provides an overview of the SECURE Act, which delivers…
are your finances ready for 2020
David Mandell

Are Your Finances Ready? Advice for the New Year

OJM Partners Jason O'Dell, David Mandell and Carole Foos, along with Director of Financial Planning…
document with year-end rmd strategies
Money Milestones

Year-End RMD Strategies

OJM Wealth Advisor Bob Peelman outlines year-end RMD strategies that can help to optimize your…
maximizing your health savings account
Jason O'Dell

Maximizing Your Health Savings Account

In this Q&A podcast, OJM partners Carole Foos and Jason O’Dell discuss the potential of…
young family reviewing financial documents
Money Milestones

Money Milestones: Starting a Family

In the second installment of OJM's Money Milestones series, Director of Wealth Advisors Bob Peelman…
Money Milestones

Money Milestones: Getting Married

In the first installment of OJM’s Money Milestones series, Wealth Advisor Adam Braunscheidel outlines important…
Tech Savvy Investing
Andrew Taylor

Tax-Savvy Investment Planning: Essential for High-Income Investors

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the reasons why physicians are different…
Jason O'Dell

Fed Rate Cut Q&A

OJM partner Jason O’Dell and Bob Peelman, Director of Wealth Advisors, discuss the September 18th…
Tariffs and Trade Tensions
Jason O'Dell

Tariffs and Trade Tensions: Background Analysis and Effect on Global Markets

OJM partner Jason O’Dell and Adam Braunscheidel, Wealth Advisor, provide background on the current trade…
reviewing stock trends ipad
Bob Peelman

What’s Next After Recent Market Volatility?

OJM Director of Wealth Advisors Bob Peelman examines U.S. and global economic factors affecting the…
Disability Insurance
Jason O'Dell

Q&A Session: The Importance of Disability Insurance

OJM Group partner Jason O’Dell discusses the importance of disability insurance for physicians and other…
Jason O'Dell

Cash Balance Plans: Under-Utilized Tax Reduction Tools

OJM Group partner Jason O'Dell provides an overview of Cash Balance Plans and discusses how…

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