OJM Group

OJM Partner and Wealth Advisor Andrew Taylor defines inflation and the velocity of money. He discusses reasons why current economic factors may lead to a sustained period of inflation and outlines investment strategies that can help you protect your portfolio.

OJM Investment Team members Bob Peelman, Andrew Taylor and Adam Braunscheidel recap the economic volatility of 2020, including the record-breaking year-end comeback for equity markets. They discuss reasons for an optimistic 2021 outlook and outline possible risks investors should be aware of this year.

As we enter 2021, OJM partner Jason O’Dell discusses the importance of maintaining a tax diversified portfolio with assets divided into three buckets. He outlines the advantages of an asset class that can help you build retirement wealth in a tax-free bucket to hedge against potential income tax increases.

In this podcast, OJM partner and Wealth Advisor Andrew Taylor responds to questions OJM has received about the safety of tax-free municipal bonds and provides a summary of OJM’s research on this asset class.

In this podcast, attorney and OJM partner David Mandell provides an overview of Domestic Asset Protection Trusts and Hybrid Asset Protection Trusts. He explains how these legal tools can be used to protect assets against potential lawsuit claims.

Bob Peelman, Partner and Director of Wealth Advisors, answers a question being asked by many investors: “Why is the Market Going Up?” He covers market-related and investor-related reasons why markets have risen in spite of discouraging economic news.

Bob Peelman, Director of Wealth Advisors, and Adam Braunscheidel, Wealth Advisor, present timely tips for boosting cash flow and navigating recent COVID-19 legislation. They discuss mortgage refinancing, student loan interest, retirement account withdrawals and other financial issues many are facing today.

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 our latest podcast, OJM partner and Director of Wealth Advisors Bob Peelman provides an update on this week's market downturn and thoughts for investors during this challenging time.

In this podcast, OJM partner and Wealth Advisor Andrew Taylor discusses this week's sharp decline in U.S. markets, which is largely blamed on the spread of the coronavirus. He covers 2020 earnings estimates for U.S. companies and the forecast for potential Fed rate cuts to maintain economic growth. Andrew also emphasizes the importance of maintaining a diversified portfolio, including defensive assets to mitigate risk.

OJM partner Jason O’Dell discusses the use of password management apps to enhance data security and protect your personal information.

OJM Wealth Advisor Adam Braunscheidel discusses recent market volatility related to the coronavirus outbreak. He covers the latest statistics on the global health crisis, including its effects on the world economy, oil prices, fixed income markets and individual equity valuations.

In this podcast, OJM partners Jason O'Dell and Bob Peelman provide an overview of OJM tools that can help investors examine their finances and make any necessary changes. Jason and Bob discuss how an annual assessment of cash flow, retirement projections and risk score can help investors stay on track to meet their long-term financial goals.

In this podcast, OJM Wealth Advisor Andrew Taylor provides an overview of the SECURE Act, which delivers the most significant set of changes affecting retirement accounts in more than 13 years. Andrew outlines the new law’s provisions that employers and employees need to know, including changes to qualified retirement plans, required minimum distributions, IRA contributions and 529 plans.

Are your finances ready for 2020? In this addition to our podcast channel, OJM Group partners and team members offer advice for the new year that can help you protect personal and business assets, reduce your taxes and build wealth in 2020 and beyond.

OJM Wealth Advisor Bob Peelman outlines four year-end strategies that can help to optimize your Required Minimum Distribution, along with reducing or deferring your income tax liability.

In this Q&A podcast, OJM partners Carole Foos and Jason O’Dell discuss the ins and outs of Health Savings Accounts, including contribution limits and qualified expenses. Carole also outlines the important role HSAs can play in planning for medical expenses in retirement.

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.

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.

OJM partner Jason O’Dell and Bob Peelman, Director of Wealth Advisors, discuss the September 18th Fed rate cut and the potential for an additional rate cut in 2019. They discuss the effect of rate cuts and other economic indicators on key U.S. stocks and the importance of reviewing financial goals and strategies in the 4th Quarter.

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 Director of Wealth Advisors Bob Peelman examines U.S. and global economic factors affecting the recent increase in market volatility. He provides an outlook for global financial markets and discusses the impact of current volatility on portfolio diversification strategies and individual financial planning decisions.

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 needs.

OJM Group partner Jason O'Dell provides an overview of Cash Balance Plans and discusses how these modern qualified retirement plans can be a powerful way to save for retirement while reducing taxable income.

In this Q&A session, OJM Wealth Advisors Bob Peelman and Adam Braunscheidel discuss the “opportunity zones” designated by the Tax Cuts and Jobs Act and outline the significant tax incentives available when investing realized capital gains in funds benefiting these economically distressed communities.

OJM Wealth Advisor Andrew Taylor, CFP, defines “Alternative Investments” and discusses why the average investor’s portfolio may not include this asset class. He provides investors with questions that can help determine if alternative investments are right for your portfolio.

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 volatility.

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the wealth management options available to investors, including self-directed or “DIY” investing. Andrew discusses the pros and cons of each option and offers tips for choosing or evaluating a professional advisor.

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.

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.

Year Around Tax Planning for 2019 with Carole Foos, CPA & Website Marketing Trends with Naren Arulrajah, founder of Ekwa Marketing and The Growing Dermatologist podcast show

In the latest addition to our podcast channel, OJM Director of Wealth Advisors Bob Peelman, CFP recaps last year's market volatility and resulting losses for investors in most asset classes. He also discusses the importance of a globally diversified portfolio for 2019 and beyond.

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.

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 Principles of Influence” and suggests ways that physicians can use these principles to persuade potential patients to choose them as a medical provider.

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.

Bob Peelman, Director of Wealth Advisors at OJM Group, discusses understanding the investment products that are in your portfolio.

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

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.

OJM’s Podcast series returns this week featuring Andrew Taylor, CFP® discussing Six Steps to Reduce Taxes on Investments: Strategies to Enhance Portfolio Performance.

OJM principal David Mandell discusses the 3 goals of asset protection and an important case study.

Bob Peelman, Director of Wealth Advisors at OJM Group, discusses 8 important questions to ask your financial advisor in this question and answer podcast session.

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.

OJM principal David Mandell discusses the rulings in two recent court cases regarding asset protection and why asset protection should be an important piece of your financial plan.