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People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes. Offices in: Arizona | Florida | Ohio
 
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show series
 
OJM partners Jason O'Dell and Carole Foos announce the launch of their newest book Wealth Planning for the Modern Physician: Residency to Retirement. They discuss how this book is different from other books they have authored for physicians, and how physicians themselves are different from other Americans when it comes to investing and other financ…
 
In this podcast, OJM Wealth Advisor Andrew Taylor outlines the reasons why physicians are different than the average U.S. investor. Andrew discusses the importance of tax planning when making wealth management decisions, and how investment advice from the media and traditional investment products may not be geared for physicians and others in the h…
 
OJM principal Jason O’Dell and Adam Braunscheidel, Wealth Advisor, provide background on the current trade war with China and its affect on global markets. Adam discusses the importance of maintaining a consistent investment process with a mix of asset classes to ride out short-term volatility and achieve long-term financial goals.…
 
OJM Group partner Jason O’Dell discusses the importance of disability insurance for physicians and other professionals who want to protect the value of their future incomes. Jason defines the various types of Disability Insurance, explains the underwriting process for this type of coverage and offers guidelines for choosing a policy that meets your…
 
OJM Director of Wealth Advisors, Bob Peelman, CFP, recaps the market’s rebound and strong performance in 2019’s first quarter and discusses some possibilities for what may come next in the coming months. He emphasizes the importance of working with an experienced advisor to maintain a diversified portfolio to minimize the effects of market volatili…
 
In this Q&A podcast, OJM Group Wealth Advisor answers FAQ’s from physicians regarding options for investment advice, how to choose an advisor, and pros and cons of the DIY investing model. Naren Arulrajah, founder and CEO of the Growing Dermatologist podcast show, answers questions on effective website marketing for medical practices.…
 
In the latest addition to our podcast channel, OJM Principal OJM Principal Carole Foos, CPA reminds taxpayers that their 2018 tax situation may be substantially different under the new tax code. She discusses year-end tax planning considerations for all taxpayers and provides an overview of the Section 199A deduction now available for some business…
 
In the news this week, a former NFL player sued his former orthopaedic surgeon, anesthesiologist, fellows and medical institution for $180 million in damages, alleging that the surgery performed on him effectively ended his professional football career. In this podcast, OJM Principal David B. Mandell, JD, MBA explains why this case should be a remi…
 
In this podcast, OJM principal David Mandell interviews Naren Arulrajah, founder of Ekwa Marketing and The Growing Dermatologist podcast show. David and Naren discuss ways to help physicians, including dermatologists, increase the number of patient inquiries and ultimately grow revenue for the practice. Naren outlines Dr. Robert Cialdini’s “Six Pri…
 
During the last several years, investors and advisors have faced challenges in their attempts to design suitable portfolios. If you are reading headlines and listening to financial news programs, you may be confused by the prior statement. We are consistently reminded by the media that major stock indices are reaching record highs nearly every mont…
 
One of the most important financial decisions you will make in your lifetime is who you will rely on as a financial advisor. Part of your decision-making process in evaluating potential advisors should be to understand how financial professionals make money and their legal duty to you as a client.By OJM Group
 
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