OJM Group
Many of OJM’s videos for VuMedi include directions to receive free copies of our books. Text VUMEDI to 844-418-1212 to request or download your free book(s).
OJM Group, LLC. (“OJM”) is an SEC registered investment adviser with its principal place of practice in the State of Ohio. SEC registration does ...
read more ↘
OJM Group, LLC. (“OJM”) is an SEC registered investment adviser with its principal place of practice in the State of Ohio. SEC registration does ...
read more ↘
Insurance
OJM Group
Building Flexibility Into Your Financial Plan
FEATURING
Michael Lewellen
- 596 views
- October 8, 2024
- 1
OJM Group
Investing & Presidential Elections: What You Need to Know
FEATURING
Andrew Taylor
- 645 views
- September 20, 2024
- 2
OJM Group
Five Success Factors for a Practice Sale or Merger
FEATURING
David Mandell
- 984 views
- August 14, 2024
- 7
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
OJM Group
OJM Group Launches New Multi-media Playbook for Physicians
FEATURING
David Mandell
- 1,168 views
- June 19, 2024
- 4
OJM Group
Using Trusts to Protect Assets: What Every Physician Should Know
FEATURING
David Mandell
- 2,702 views
- May 15, 2024
- 17
OJM Group
Using Tax Diversification to Increase Your Wealth
FEATURING
Carole Foos
- 1,953 views
- April 2, 2024
- 6
OJM Group
Estate Planning Essentials for Physicians of All Ages
FEATURING
David Mandell
- 1,425 views
- March 6, 2024
- 6
OJM Group
Unlocking the Financial Potential of Your Old Life Insurance
FEATURING
Michael Lewellen
- 636 views
- February 7, 2024
OJM Group
Money Matters: Evaluating Bonds and Cash Investments
FEATURING
Andrew Taylor
- 1,087 views
- January 8, 2024
- 1
OJM Group
S or C Corp: Maximize Your Practice’s Tax Treatment
FEATURING
Carole Foos
- 2,211 views
- December 12, 2023
- 7
OJM Group
4 Tools for Tax Reduction & Asset Protection
FEATURING
David Mandell
- 2,577 views
- November 14, 2023
- 11
OJM Group
Health Savings Accounts: Maximize the Benefits for Your Comprehensive Retirement Plan
FEATURING
Adam Braunscheidel
- 726 views
- October 23, 2023
- 2
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
OJM Group
The #1 Risk to Your Retirement Savings and How to Handle It
FEATURING
Andrew Taylor
- 2,257 views
- August 21, 2023
- 5
OJM Group
Don't Outlive Your Money: Inflation & Your Retirement Planning
FEATURING
Michael Lewellen
- 1,647 views
- July 18, 2023
- 3
OJM Group
Loans Under 1%: Where to Access Them in Today's Environment
FEATURING
Jason O'Dell
- 1,496 views
- June 21, 2023
- 3
OJM Group
How to Have a Tax Win in Volatile Markets
FEATURING
Bob Peelman
- 1,041 views
- April 4, 2023
- 2
OJM Group
Are You Getting Adequately Paid on Your Cash?
FEATURING
Andrew Taylor
- 470 views
- March 7, 2023
- 2
OJM Group
How 2023's New Tax Law May Impact Your Retirement Planning
FEATURING
Carole Foos
- 4,599 views
- February 14, 2023
- 7
OJM Group
5 Success Factors When Using Permanent Life Insurance
FEATURING
Jason O'Dell
- 968 views
- January 17, 2023
- 1
OJM Group
Hot Topics in Tax and Asset Protection for 2023
FEATURING
Carole Foos,
David Mandell
- 3,545 views
- December 20, 2022
- 8
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
OJM Group
Tax Tip: Using Roth IRA Conversions During Market Pullbacks
FEATURING
Bob Peelman
- 2,198 views
- August 22, 2022
- 3
OJM Group
Six Financial Actions to Take in Uncertain Economic Times
FEATURING
Adam Braunscheidel
- 971 views
- July 28, 2022
- 4
OJM Group
How to Avoid Capital Gains Taxes Like a Billionaire
FEATURING
David Mandell
- 4,362 views
- June 22, 2022
- 15
OJM Group
Tax Reduction Ideas for 2022: Are You Missing Any in Your Planning?
FEATURING
Carole Foos
- 2,515 views
- April 6, 2022
- 5
OJM Group
Upside Potential with Downside Protection: Two Wealth Planning Options for 2022
FEATURING
David Mandell
- 952 views
- March 9, 2022
- 1
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
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
OJM Group
Is Your Financial Advisor Working for You or Themselves? Here’s How to Tell…
FEATURING
Andrew Taylor
- 1,267 views
- December 22, 2021
- 4
OJM Group
Why You Need to Understand Inflation Now – and How to Invest Accordingly
FEATURING
Andrew Taylor,
Jason O'Dell
- 1,020 views
- November 19, 2021
- 4
OJM Group
Your Taxes: The State of the Tax Law & One Tool to Reduce Your 2021 Bill Now
FEATURING
Carole Foos,
Jason O'Dell
- 2,040 views
- October 27, 2021
- 3
OJM Group
Tax-Loss Harvesting: How to Reduce Taxes on Investments in a Timely Manner
FEATURING
Adam Braunscheidel
- 919 views
- September 30, 2021
- 4
OJM Group
Medical Practices and the Expanded Employee Retention Credit
FEATURING
Carole Foos
- 1,352 views
- August 24, 2021
- 2
OJM Group
Cash Savings Alternative: How to Increase Returns and Maintain Liquidity
FEATURING
Michael Lewellen
- 1,123 views
- July 21, 2021
- 1
OJM Group
How to Protect Your Home and Home Equity From Liability
FEATURING
David Mandell
- 1,599 views
- June 23, 2021
- 4
OJM Group
Financial Lessons Learned from the Pandemic
FEATURING
David Mandell
- 683 views
- May 19, 2021
OJM Group
Our Best Ideas on Asset Protection and Tax Reduction
FEATURING
David Mandell
- 2,332 views
- March 31, 2021
- 4
OJM Group
How President Biden's Tax Proposals Could Impact You and Your Practice
FEATURING
Carole Foos
- 2,745 views
- February 5, 2021
- 7
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
OJM Group
Downside Protection with Upside Potential: Two Wealth Planning Options
FEATURING
David Mandell
- 1,346 views
- June 10, 2020
OJM Group
The Financial Side of Re-Opening Your Practice and a PPP Loan Update
FEATURING
Carole Foos
- 1,823 views
- May 18, 2020
- 1
OJM Group
Protect Your Personal Finances During COVID-19: 5 Actions to Take Now
FEATURING
David Mandell
- 4,454 views
- April 21, 2020
- 5
OJM Group
New Financial Book for Physicians: Free Copy for VuMedi Members
FEATURING
David Mandell
- 4,256 views
- April 2, 2020
- 7
OJM Group
An Important Question Affecting Your Financial Future: Do You Know the Answer
FEATURING
Michael Lewellen
- 1,635 views
- August 22, 2019
OJM Group
Protecting Your Family's Wealth in the Last Years of Life: The Basics of Long Term Care Planning
FEATURING
Michael Lewellen
- 1,368 views
- September 14, 2018
- 2
OJM Group
Five Tools that Provide Tax Reduction & Asset Protection
FEATURING
David Mandell
- 2,001 views
- April 13, 2018
- 5
OJM Group
Strategies to Reduce Volatility and Improve Tax Efficiency
FEATURING
Jason O'Dell,
Michael Lewellen
- 1,155 views
- February 28, 2018
- 1
