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ARTICLES

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Bob Peelman

15 Costly IRA Mistakes and How to Avoid Them

Individual Retirement Accounts (IRAs) are essential tools for retirement planning, offering tax advantages that can…

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

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Wealth Planning for the Modern Physician Podcast

HIGHLIGHTS OF SEASON 5

In this final episode of Season 5, host David Mandell recaps the season’s key themes…