Ojm Group

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 financial issues.

In the second installment of OJM's Money Milestones series, Director of Wealth Advisors Bob Peelman outlines important financial issues parents should discuss when planning to start a family. Topics for consideration include estate planning, budgeting, insurance and saving/investing for their child's college education.

In the first installment of OJM’s Money Milestones series, Wealth Advisor Adam Braunscheidel outlines important questions a married couple should discuss to get their marriage started on a strong financial footing.

OJM Wealth Advisor Andrew Taylor discusses the effects of the new tax code on tax-exempt bonds and highlights their role in a diversified portfolio. He also discusses the importance of working with an experienced advisor to maximize the after-tax return on your investments.

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 owners.

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 reminder to all surgeons to implement asset protection planning, why timing matters and some highlights of what effective asset protection entails.

Wealth advisor Andrew Taylor discusses key takeaways from the third quarter and what they mean for investors.

OJM's Director of Wealth Advisors, Bob Peelman and Director of Financial Planning Michael Lewellen answer a few important questions regarding the Backdoor Roth IRA Strategy and its recent confirmation by the IRS as an allowable transaction.

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 month. Domestic stocks have thrived since the financial crisis, leaving most investors thrilled with the portion of their portfolio designed for growth.

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.

BusinessWise Radio is hosted by MCM Partners Crystal Faulkner and Thomas Cooney. The show profiles highly successful people, companies, organizations and relevant issues throughout the Cincinnati, OH region. BusinessWise airs on: WMKV | WLHS-FM 89.3 & 89.9; Mon – Fri at 7:30 am & 6:40 pm

BusinessWise Radio is hosted by MCM Partners Crystal Faulkner and Thomas Cooney. The show profiles highly successful people, companies, organizations and relevant issues throughout the Cincinnati, OH region. BusinessWise airs on: WMKV | WLHS-FM 89.3 & 89.9; Mon – Fri at 7:30 am & 6:40 pm

BusinessWise Radio is hosted by MCM Partners Crystal Faulkner and Thomas Cooney. The show profiles highly successful people, companies, organizations and relevant issues throughout the Cincinnati, OH region. BusinessWise airs on: WMKV | WLHS-FM 89.3 & 89.9; Mon – Fri at 7:30 am & 6:40 pm

OJM principal David Mandell joins us in the Cincinnati office to discuss using out of state legal tools for asset protection. This podcast is for educational purposes only and not intended to serve as legal advice and should not be considered a replacement for seeking counsel from a licensed attorney in your jurisdiction.

Wealth Advisor Andrew Taylor discusses common questions and misconceptions about how much you are paying your advisor and why there is so much confusion surrounding this topic.

Wealth Advisor Adam Braunscheidel discusses with markets at an all-time high why now is the time to stay the course for long term wealth building.

OJM Wealth Advisor Andrew Taylor, CFP® discusses international investing and why today is great time to confirm you have an appropriate allocation to international investments.

Question and answer center with OJM Group’s Chief Compliance Officer; Jason Wainscott to discuss some of the basics of individual online security and how to best protect your personal and private information.

Andrew Taylor CFP® discusses media market chatter and how you should react.

OJM's director of wealth management discusses market updates since the beginning of the New Year.