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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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…
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…
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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…
surfer in ocean
Andrew Taylor

Floating Rate Funds

In our latest podcast, OJM Wealth Advisor Andrew Taylor, CFP® defines floating rate funds and…

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

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