OJM Group

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OJM Group, LLC. (“OJM”) is an SEC registered investment adviser with its principal place of practice in the State of Ohio. SEC registration does ...
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Asset Protection
11:44

OJM Group

Building Flexibility Into Your Financial Plan

FEATURING Michael Lewellen
  • 596 views
  • October 8, 2024
  • 1
13:56

OJM Group

Investing & Presidential Elections: What You Need to Know

FEATURING Andrew Taylor
  • 645 views
  • September 20, 2024
  • 2
18:12

OJM Group

Five Success Factors for a Practice Sale or Merger

FEATURING David Mandell
  • 984 views
  • August 14, 2024
  • 7
13:00

OJM Group

Put Your Best Tax Foot Forward: Qualified Retirement Plans for Physicians in Private Practice

FEATURING Adam Braunscheidel
  • 797 views
  • July 30, 2024
  • 3
14:50

OJM Group

OJM Group Launches New Multi-media Playbook for Physicians

FEATURING David Mandell
  • 1,168 views
  • June 19, 2024
  • 4
16:39

OJM Group

How to Find an Advisor You Trust

FEATURING Andrew Taylor
  • 565 views
  • June 4, 2024
16:31

OJM Group

Using Trusts to Protect Assets: What Every Physician Should Know

FEATURING David Mandell
  • 2,702 views
  • May 15, 2024
  • 17
21:47

OJM Group

Using Tax Diversification to Increase Your Wealth

FEATURING Carole Foos
  • 1,953 views
  • April 2, 2024
  • 6
19:11

OJM Group

Estate Planning Essentials for Physicians of All Ages

FEATURING David Mandell
  • 1,425 views
  • March 6, 2024
  • 6
09:37

OJM Group

Unlocking the Financial Potential of Your Old Life Insurance

FEATURING Michael Lewellen
  • 636 views
  • February 7, 2024
15:40

OJM Group

Money Matters: Evaluating Bonds and Cash Investments

FEATURING Andrew Taylor
  • 1,087 views
  • January 8, 2024
  • 1
17:16

OJM Group

S or C Corp: Maximize Your Practice’s Tax Treatment

FEATURING Carole Foos
  • 2,211 views
  • December 12, 2023
  • 7
15:50

OJM Group

4 Tools for Tax Reduction & Asset Protection

FEATURING David Mandell
  • 2,577 views
  • November 14, 2023
  • 11
18:08

OJM Group

Saving for the High Cost of College: A 2023 Update and New Benefit for 2024

FEATURING Robert Peelman
  • 728 views
  • September 20, 2023
  • 4
17:42

OJM Group

The #1 Risk to Your Retirement Savings and How to Handle It

FEATURING Andrew Taylor
  • 2,257 views
  • August 21, 2023
  • 5
13:45

OJM Group

Don't Outlive Your Money: Inflation & Your Retirement Planning

FEATURING Michael Lewellen
  • 1,647 views
  • July 18, 2023
  • 3
12:18

OJM Group

Loans Under 1%: Where to Access Them in Today's Environment

FEATURING Jason O'Dell
  • 1,496 views
  • June 21, 2023
  • 3
12:01

OJM Group

How to Have a Tax Win in Volatile Markets

FEATURING Bob Peelman
  • 1,041 views
  • April 4, 2023
  • 2
14:45

OJM Group

5 Success Factors When Using Permanent Life Insurance

FEATURING Jason O'Dell
  • 968 views
  • January 17, 2023
  • 1
25:47

OJM Group

Hot Topics in Tax and Asset Protection for 2023

FEATURING Carole Foos, David Mandell
  • 3,545 views
  • December 20, 2022
  • 8
15:53

OJM Group

Asset Protection 101: What You Need to Know to Shield Your Wealth From Liability

FEATURING David Mandell
  • 3,674 views
  • November 15, 2022
  • 7
20:13

OJM Group

How to Avoid Capital Gains Taxes Like a Billionaire

FEATURING David Mandell
  • 4,362 views
  • June 22, 2022
  • 15
12:58

OJM Group

How Much Life Insurance Do I Need?

FEATURING Michael Lewellen
  • 733 views
  • May 11, 2022
26:56

OJM Group

Upside Potential with Downside Protection: Two Wealth Planning Options for 2022

FEATURING David Mandell
  • 952 views
  • March 9, 2022
  • 1
14:40

OJM Group

Tax Update: What Physicians Need to Know About the Current State of Tax Reform

FEATURING Carole Foos
  • 2,125 views
  • February 9, 2022
  • 1
15:34

OJM Group

Non-Qualified Plans: Is Your Wealth Plan Missing This Powerful Tax & Retirement Tool?

FEATURING David Mandell
  • 2,007 views
  • January 26, 2022
  • 3
16:14

OJM Group

Medical Practices and the Expanded Employee Retention Credit

FEATURING Carole Foos
  • 1,352 views
  • August 24, 2021
  • 2
11:16

OJM Group

Cash Savings Alternative: How to Increase Returns and Maintain Liquidity

FEATURING Michael Lewellen
  • 1,123 views
  • July 21, 2021
  • 1
21:13

OJM Group

How to Protect Your Home and Home Equity From Liability

FEATURING David Mandell
  • 1,599 views
  • June 23, 2021
  • 4
20:54

OJM Group

Financial Lessons Learned from the Pandemic

FEATURING David Mandell
  • 683 views
  • May 19, 2021
10:34

OJM Group

Our Best Ideas on Asset Protection and Tax Reduction

FEATURING David Mandell
  • 2,332 views
  • March 31, 2021
  • 4
16:28

OJM Group

Four Ways to Leverage Today’s Low Interest Rates in Your Wealth Planning

FEATURING Jason O'Dell
  • 1,593 views
  • October 5, 2020
27:40

OJM Group

Downside Protection with Upside Potential: Two Wealth Planning Options

FEATURING David Mandell
  • 1,346 views
  • June 10, 2020
32:22

OJM Group

Protect Your Personal Finances During COVID-19: 5 Actions to Take Now

FEATURING David Mandell
  • 4,454 views
  • April 21, 2020
  • 5
10:42

OJM Group

New Financial Book for Physicians: Free Copy for VuMedi Members

FEATURING David Mandell
  • 4,256 views
  • April 2, 2020
  • 7
13:43

OJM Group

A Recent Asset Protection Case You Should Know About

FEATURING David Mandell
  • 2,271 views
  • November 20, 2019
  • 5
27:30

OJM Group

How to Avoid an Increasingly Common Asset Protection Mistake

FEATURING David Mandell
  • 2,234 views
  • November 5, 2018
  • 4
18:48

OJM Group

Five Tools that Provide Tax Reduction & Asset Protection

FEATURING David Mandell
  • 2,001 views
  • April 13, 2018
  • 5
20:45

OJM Group

Qualified and Non-Qualified Plans: Tools to Reduce Taxes Now and in the Future

FEATURING David Mandell
  • 1,240 views
  • August 4, 2017
  • 2
23:04

OJM Group

Recent Asset Protection Cases You Need to Know About: Part I

FEATURING David Mandell
  • 1,464 views
  • November 1, 2017
  • 1