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:

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…
opportunity zones
Bob Peelman

Opportunity Zones: Are They a Tax-Saving Opportunity for You?

In this Q&A session, OJM Wealth Advisors Bob Peelman and Adam Braunscheidel discuss the “opportunity…
AlternativeInvestments_Diversification
Andrew Taylor

Should I Have Alternative Investments in my Portfolio?

OJM Wealth Advisor Andrew Taylor, CFP, defines “Alternative Investments” and discusses why the average investor’s…
First Quarter Update
Bob Peelman

First Quarter Market Recap

OJM Director of Wealth Advisors, Bob Peelman, CFP, recaps the market’s rebound and strong performance…
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…
stock pie chart
Andrew Taylor

Are Municipal Bonds Right for Your Portfolio?

In our latest podcast, OJM Wealth Advisor Andrew Taylor discusses the effects of the new…

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