Tax-Savvy Investment Planning: Essential for High-Income Investors

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By OJM Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
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 highest tax brackets.

59 episodes