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ARTICLES

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Michael Lewellen

From Piggy Banks to Portfolios

TEACHING YOUR CHILDREN TO MASTER MONEY As children grow and progress through formal education, they…

VIDEOS

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Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…

PODCASTS

banner image highlighting podcast guest Bob Goettling
Wealth Planning for the Modern Physician Podcast

ESOPs for Doctors

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…