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Is Your Financial House in Order?

Is Your Financial House in Order?

Bob Peelman, CFP®
Bob Peelman, CFP® January 23, 2020
Jason O'Dell, MS, CWM
Jason O'Dell, MS, CWM January 23, 2020

In this Q&A addition to our podcast channel, OJM partners Jason O’Dell and Bob Peelman provide an overview of tools that can help investors examine their finances and make any necessary changes for the coming year.

Jason and Bob discuss how an annual assessment of cash flow, retirement projections and risk score can help investors stay on track to meet their long-term financial goals.

Subscribe to our podcast series!

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