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 ...
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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 ...
read more ↘
Planning
OJM Group
Using Tax Diversification to Increase Your Wealth
FEATURING
Carole Foos
- 1,692 views
- April 2, 2024
- 4
OJM Group
Estate Planning Essentials for Physicians of All Ages
FEATURING
David Mandell
- 1,239 views
- March 6, 2024
- 6
OJM Group
Unlocking the Financial Potential of Your Old Life Insurance
FEATURING
Michael Lewellen
- 571 views
- February 7, 2024
OJM Group
Money Matters: Evaluating Bonds and Cash Investments
FEATURING
Andrew Taylor
- 1,033 views
- January 8, 2024
- 1
OJM Group
S or C Corp: Maximize Your Practice’s Tax Treatment
FEATURING
Carole Foos
- 2,127 views
- December 12, 2023
- 6
OJM Group
4 Tools for Tax Reduction & Asset Protection
FEATURING
David Mandell
- 2,402 views
- November 14, 2023
- 11
OJM Group
Health Savings Accounts: Maximize the Benefits for Your Comprehensive Retirement Plan
FEATURING
Adam Braunscheidel
- 689 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
- 696 views
- September 20, 2023
- 4
OJM Group
The #1 Risk to Your Retirement Savings and How to Handle It
FEATURING
Andrew Taylor
- 2,227 views
- August 21, 2023
- 5
OJM Group
Don't Outlive Your Money: Inflation & Your Retirement Planning
FEATURING
Michael Lewellen
- 1,612 views
- July 18, 2023
- 3
OJM Group
Loans Under 1%: Where to Access Them in Today's Environment
FEATURING
Jason O'Dell
- 1,452 views
- June 21, 2023
- 3
OJM Group
How to Have a Tax Win in Volatile Markets
FEATURING
Bob Peelman
- 1,025 views
- April 4, 2023
- 2
OJM Group
Are You Getting Adequately Paid on Your Cash?
FEATURING
Andrew Taylor
- 454 views
- March 7, 2023
- 2
OJM Group
How 2023's New Tax Law May Impact Your Retirement Planning
FEATURING
Carole Foos
- 4,527 views
- February 14, 2023
- 7
OJM Group
5 Success Factors When Using Permanent Life Insurance
FEATURING
Jason O'Dell
- 955 views
- January 17, 2023
- 1
OJM Group
Hot Topics in Tax and Asset Protection for 2023
FEATURING
Carole Foos,
David Mandell
- 3,509 views
- December 20, 2022
- 8
OJM Group
Asset Protection 101: What You Need to Know to Shield Your Wealth From Liability
FEATURING
David Mandell
- 3,625 views
- November 15, 2022
- 7
OJM Group
Avoiding the SALT Tax Hit Facing Physicians in High Income Tax States
FEATURING
Carole Foos
- 2,750 views
- November 1, 2022
- 2
OJM Group
Tax Tip: Using Roth IRA Conversions During Market Pullbacks
FEATURING
Bob Peelman
- 2,187 views
- August 22, 2022
- 3
OJM Group
Six Financial Actions to Take in Uncertain Economic Times
FEATURING
Adam Braunscheidel
- 964 views
- July 28, 2022
- 4
OJM Group
How to Avoid Capital Gains Taxes Like a Billionaire
FEATURING
David Mandell
- 4,187 views
- June 22, 2022
- 13
OJM Group
Tax Reduction Ideas for 2022: Are You Missing Any in Your Planning?
FEATURING
Carole Foos
- 2,501 views
- April 6, 2022
- 5
OJM Group
Upside Potential with Downside Protection: Two Wealth Planning Options for 2022
FEATURING
David Mandell
- 944 views
- March 9, 2022
- 1
OJM Group
Tax Update: What Physicians Need to Know About the Current State of Tax Reform
FEATURING
Carole Foos
- 2,118 views
- February 9, 2022
- 1
OJM Group
Non-Qualified Plans: Is Your Wealth Plan Missing This Powerful Tax & Retirement Tool?
FEATURING
David Mandell
- 1,997 views
- January 26, 2022
- 3
OJM Group
Is Your Financial Advisor Working for You or Themselves? Here’s How to Tell…
FEATURING
Andrew Taylor
- 1,261 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
- 1,013 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
- 2,034 views
- October 27, 2021
- 3
OJM Group
Tax-Loss Harvesting: How to Reduce Taxes on Investments in a Timely Manner
FEATURING
Adam Braunscheidel
- 913 views
- September 30, 2021
- 4
OJM Group
Medical Practices and the Expanded Employee Retention Credit
FEATURING
Carole Foos
- 1,346 views
- August 24, 2021
- 2
OJM Group
Cash Savings Alternative: How to Increase Returns and Maintain Liquidity
FEATURING
Michael Lewellen
- 1,117 views
- July 21, 2021
- 1
OJM Group
How to Protect Your Home and Home Equity From Liability
FEATURING
David Mandell
- 1,588 views
- June 23, 2021
- 4
OJM Group
Financial Lessons Learned from the Pandemic
FEATURING
David Mandell
- 678 views
- May 19, 2021
OJM Group
Our Best Ideas on Asset Protection and Tax Reduction
FEATURING
David Mandell
- 2,323 views
- March 31, 2021
- 4
OJM Group
How President Biden's Tax Proposals Could Impact You and Your Practice
FEATURING
Carole Foos
- 2,739 views
- February 5, 2021
- 7
OJM Group
After 2020, Are You Financially On Track for Retirement?
FEATURING
Bob Peelman
- 2,388 views
- December 22, 2020
- 6
OJM Group
Four Ways to Leverage Today’s Low Interest Rates in Your Wealth Planning
FEATURING
Jason O'Dell
- 1,586 views
- October 5, 2020
OJM Group
Why Physicians are Unlike, and Like Average Investors and Why It Matters
FEATURING
David Mandell
- 1,180 views
- August 28, 2020
- 2
OJM Group
Why Has the Market Gone Up When Economic News Looks Grim?
FEATURING
Bob Peelman
- 2,182 views
- June 29, 2020
- 6
OJM Group
Downside Protection with Upside Potential: Two Wealth Planning Options
FEATURING
David Mandell
- 1,340 views
- June 10, 2020
OJM Group
The Financial Side of Re-Opening Your Practice and a PPP Loan Update
FEATURING
Carole Foos
- 1,817 views
- May 18, 2020
- 1
OJM Group
Protect Your Personal Finances During COVID-19: 5 Actions to Take Now
FEATURING
David Mandell
- 4,445 views
- April 21, 2020
- 5
OJM Group
New Financial Book for Physicians: Free Copy for VuMedi Members
FEATURING
David Mandell
- 4,231 views
- April 2, 2020
- 7
OJM Group
Three Financial Strategies for a Successful Retirement
FEATURING
Andrew Taylor
- 2,725 views
- February 7, 2020
- 5
OJM Group
A Recent Asset Protection Case You Should Know About
FEATURING
David Mandell
- 2,266 views
- November 20, 2019
- 5
OJM Group
An Important Question Affecting Your Financial Future: Do You Know the Answer
FEATURING
Michael Lewellen
- 1,629 views
- August 22, 2019
OJM Group
Cash Balance Plans: Under-Utilized Tax Reduction Tools for Medical Practices
FEATURING
Jason O'Dell
- 2,124 views
- June 26, 2019
- 1
OJM Group
The Advisor Advantage: 7 Benefits Your Advisor Should Bring to Your Portfolio
FEATURING
Robert Peelman
- 1,669 views
- May 16, 2019
- 3
OJM Group
Do the Ultra Wealthy Pay Lower Taxes Than You Do?
FEATURING
Carole Foos
- 2,514 views
- April 9, 2019
- 3
OJM Group
Today's Stock Market: Should Investors Fear Correction, or a 10% Drop?
FEATURING
Robert Peelman
- 1,953 views
- December 6, 2018
- 4
OJM Group
How to Avoid an Increasingly Common Asset Protection Mistake
FEATURING
David Mandell
- 2,226 views
- November 5, 2018
- 4
OJM Group
Protecting Your Family's Wealth in the Last Years of Life: The Basics of Long Term Care Planning
FEATURING
Michael Lewellen
- 1,362 views
- September 14, 2018
- 2
OJM Group
Fiduciary vs. Suitability Standards: Is Your Advisor Working in Your Best Interest?
FEATURING
Adam Braunscheidel
- 963 views
- June 13, 2018
- 2
OJM Group
What's In Your Portfolio? Understanding Your Investment Products
FEATURING
Robert Peelman
- 1,357 views
- May 10, 2018
- 1
OJM Group
Five Tools that Provide Tax Reduction & Asset Protection
FEATURING
David Mandell
- 1,994 views
- April 13, 2018
- 5
OJM Group
Keep More of What You Make in 2017: Executive Summary on Tax Reduction and Benefit Planning for Orthopedic Practices OJM
FEATURING
David Mandell
- 307 views
- February 28, 2018
- 2
OJM Group
Strategies to Reduce Volatility and Improve Tax Efficiency
FEATURING
Jason O'Dell,
Michael Lewellen
- 1,149 views
- February 28, 2018
- 1
OJM Group
Eight Important Questions to Ask Your Financial Advisor
FEATURING
Robert Peelman
- 1,933 views
- November 30, 2017
- 4
OJM Group
Recent Asset Protection Cases You Need to Know About: Part I
FEATURING
David Mandell
- 1,457 views
- November 1, 2017
- 1
OJM Group
Qualified and Non-Qualified Plans: Tools to Reduce Taxes Now and in the Future
FEATURING
David Mandell
- 1,234 views
- August 4, 2017
- 2