Posts | Page 2 of 9 | OJM Group

Monthly Investment Commentary Bob Peelman Andrew Taylor Adam Braunscheidel

Volatility Spikes as Investors Anticipate Rate Cuts

Bob Peelman Articles

Should I Buy a Home or Rent?

Monthly Investment Commentary Bob Peelman Andrew Taylor Adam Braunscheidel

Nvidia-led Tech Surge, Inflation, Interest Rates, and Stock Market Trends

David Mandell Articles

Everything Physicians Need to Know About Life Insurance

David Mandell Articles Wealth Management

The Beginner’s Guide to Investing for Doctors

David Mandell Articles

The Starter Guide to Doctor Benefits: 401(k)s and Much More

Playbook Asset Protection David Mandell Video

Asset Protection 101

Wealth Planning for the Modern Physician Podcast

Highlights & Insights: Recapping the Episodes of Season 4

Wealth Planning for the Modern Physician Podcast

Lessons from A Career in Military/Academic Oral Surgery… and Retirement

Monthly Investment Commentary Bob Peelman Andrew Taylor Adam Braunscheidel

Resilient Economy Provides Supportive Backdrop for Stocks in Q1

Bob Peelman Articles

Retiring Well for Today’s Physician

Monthly Investment Commentary Bob Peelman Andrew Taylor Adam Braunscheidel

Stubborn Inflation Drives Market Volatility

Wealth Planning for the Modern Physician Podcast

Negotiating The Contract You Deserve (Part 2)

Playbook David Mandell Video

Strategy #7 | Practice Management Planning

Playbook Andrew Taylor Video

Strategy #6 | Retirement Planning

Playbook Carole Foos Video

Strategy #5 | Tax Planning

Playbook Carole Foos Video

2023 Consolidated Appropriations Act & Your Retirement

Playbook Jason O'Dell Video

Cash Balance Plans

Playbook Carole Foos Video

Which Tax Structure? S or C Corp?

Playbook Andrew Taylor Video

Sequence of Returns Risk

Playbook Michael Lewellen Video

Don’t Outlive Your Money

Playbook Andrew Taylor Video

3 Strategies to Implement as You Near Retirement

Playbook David Mandell Video

Reduce Capital Gains Taxes Like a Billionaire

Playbook Bob Peelman Video

How to Have a Tax Win in Volatile Markets: Tax-Loss Harvesting

Playbook David Mandell Video

How to Protect Your Home and Home Equity From Liability Threats

Playbook Asset Protection David Mandell Carole Foos Video

Hot Topics in Tax and Asset Protection Planning

Playbook David Mandell Video

Lessons from a Recent $43MM Malpractice Verdict

Playbook David Mandell Video

Strategy #4 | Asset Protection

Playbook Jason O'Dell Video

“Refi” Your Life Insurance: 1035 Exchange

Playbook Jason O'Dell Video

5 Key Success Factors When Using Permanent Life Insurance

Playbook Jason O'Dell Video

Accessing Loans Under 1%

Playbook David Mandell Video

4 Tools for Tax Reduction and Asset Protection

Playbook David Mandell Video

Upside Potential and Downside Protection

Playbook Andrew Taylor Video

Evaluating Bonds vs. Cash

Playbook Bob Peelman Video

Saving for the High Cost of College: 529 Plans

Playbook David Mandell Video

Why Physicians Are Unlike Average Investors

Playbook Bob Peelman Video

Strategy #3 | Investing

Playbook Michael Lewellen Video

How Much Life Insurance Do I Need?

Playbook Jason O'Dell Video

Strategy #2 | Insurance

Playbook Michael Lewellen Video

Strategy #1 | Financial Planning

Playbook David Mandell Video

Playbook Intro

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