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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stock charts on smart phone
Bob Peelman

Why is the Market Going Up?

OJM Group · Why Are the Markets Going Up When Economic News Looks Grim? In…
reviewing cash flow
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Tips to Boost Cash Flow While Navigating COVID-19 Challenges

OJM Group · Tips to Boost Cash Flow While Navigating COVID-19 Challenges Bob Peelman, Director…
financial book for doctors
Jason O'Dell

OJM Group Launches New Book for Physicians

OJM Group partners, Jason O'Dell, MS, CWM and Carole Foos, CPA, announce the launch of…
investors working during market downturn
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Coronavirus Market Downturn and Your Portfolio: Adding to U.S. Stocks

In our latest podcast, OJM partner and Director of Wealth Advisors Bob Peelman provides an update…
reviewing investment portfolio
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The Coronavirus Market Sell-Off, Your Portfolio and More

OJM Wealth Advisor Andrew Taylor, CFP® discusses this week's sharp decline in U.S. and the…
Jason O'Dell

Password Manager Apps: Should you be using one?

Should you use a password manager app? There are many options out there, but are…
coronavirus effects on the markets
Adam Braunscheidel

The Coronavirus and the Markets

OJM Wealth Advisor Adam Braunscheidel, CFP® discusses the effects of the coronavirus on the markets,…
advisor with client
Jason O'Dell

Is Your Financial House in Order?

In this Q&A addition to our podcast channel, OJM partners Jason O'Dell and Bob Peelman…
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…

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

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