OJM Group
Many of OJM’s videos for VuMedi include directions to receive free copies of our books by texting a code to 555-888. Effective August 2020, this number has changed.
You can now text VUMEDI to 844-418-1212 to request or download your free book(s)
You can now text VUMEDI to 844-418-1212 to request or download your free book(s)
Videos
OJM Group
Estate Planning Essentials for Physicians of All Ages
FEATURING
David Mandell
- 1,119 views
- March 6, 2024
- 4
OJM Group
Unlocking the Financial Potential of Your Old Life Insurance
FEATURING
Michael Lewellen
- 552 views
- February 7, 2024
OJM Group
Money Matters: Evaluating Bonds and Cash Investments
FEATURING
Andrew Taylor
- 1,015 views
- January 8, 2024
OJM Group
S or C Corp: Maximize Your Practice’s Tax Treatment
FEATURING
Carole Foos
- 2,100 views
- December 12, 2023
- 6
OJM Group
4 Tools for Tax Reduction & Asset Protection
FEATURING
David Mandell
- 2,339 views
- November 14, 2023
- 9
OJM Group
Health Savings Accounts: Maximize the Benefits for Your Comprehensive Retirement Plan
FEATURING
Adam Braunscheidel
- 679 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
- 686 views
- September 20, 2023
- 4
OJM Group
The #1 Risk to Your Retirement Savings and How to Handle It
FEATURING
Andrew Taylor
- 2,217 views
- August 21, 2023
- 5
OJM Group
Don't Outlive Your Money: Inflation & Your Retirement Planning
FEATURING
Michael Lewellen
- 1,606 views
- July 18, 2023
- 3
OJM Group
Loans Under 1%: Where to Access Them in Today's Environment
FEATURING
Jason O'Dell
- 1,434 views
- June 21, 2023
- 3
OJM Group
Recent $43 Million Malpractice Verdict: Why It Highlights the Need for Asset Protection Planning
FEATURING
David Mandell
- 3,253 views
- May 18, 2023
- 4
OJM Group
How to Have a Tax Win in Volatile Markets
FEATURING
Bob Peelman
- 1,024 views
- April 4, 2023
- 2
OJM Group
Are You Getting Adequately Paid on Your Cash?
FEATURING
Andrew Taylor
- 452 views
- March 7, 2023
- 2
OJM Group
How 2023's New Tax Law May Impact Your Retirement Planning
FEATURING
Carole Foos
- 4,511 views
- February 14, 2023
- 7
OJM Group
5 Success Factors When Using Permanent Life Insurance
FEATURING
Jason O'Dell
- 948 views
- January 17, 2023
- 1
OJM Group
Hot Topics in Tax and Asset Protection for 2023
FEATURING
Carole Foos,
David Mandell
- 3,499 views
- December 20, 2022
- 8
OJM Group
Asset Protection 101: What You Need to Know to Shield Your Wealth From Liability
FEATURING
David Mandell
- 3,614 views
- November 15, 2022
- 7
OJM Group
Avoiding the SALT Tax Hit Facing Physicians in High Income Tax States
FEATURING
Carole Foos
- 2,744 views
- November 1, 2022
- 2
OJM Group
Tax Tip: Using Roth IRA Conversions During Market Pullbacks
FEATURING
Bob Peelman
- 2,179 views
- August 22, 2022
- 3
OJM Group
Six Financial Actions to Take in Uncertain Economic Times
FEATURING
Adam Braunscheidel
- 963 views
- July 28, 2022
- 4
OJM Group
How to Avoid Capital Gains Taxes Like a Billionaire
FEATURING
David Mandell
- 4,167 views
- June 22, 2022
- 13
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
- 1,995 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
- 1,587 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
- 4,229 views
- April 2, 2020
- 7
OJM Group
Three Financial Strategies for a Successful Retirement
FEATURING
Andrew Taylor
- 2,723 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
Six Tax Reduction Strategies to Enhance Portfolio Performance
FEATURING
Andrew Taylor
- 2,181 views
- July 11, 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
OJM Group
(REMOVED) 2018 Investment Outlook
FEATURING
Adam Braunscheidel,
Andrew Taylor
- 1,316 views
- February 8, 2018
- 2
OJM Group
(REMOVED) 2017 Tax Cuts and Jobs Act: An Overview
FEATURING
Carole Foos
- 1,545 views
- January 9, 2018
- 3
OJM Group
(REMOVED) You May Not Need Life Insurance: Five Things to Consider
FEATURING
Jason O'Dell
- 566 views
- December 13, 2016
- 1
OJM Group
(REMOVED) Dangers of Following Media Investment Advice
FEATURING
Andrew Taylor
- 933 views
- March 16, 2016
- 2
OJM Group
(REMOVED) Using International Vehicles to Protect Assets
FEATURING
David Mandell
- 1,410 views
- January 13, 2016
- 1
OJM Group
(REMOVED) Equity Index Life Insurance
FEATURING
Jason O'Dell
- 1,536 views
- December 16, 2015
- 1
OJM Group
(REMOVED) 2018 Year-End Tax Planning: An Overview of Section 199A
FEATURING
Carole Foos
- 2,309 views
- October 10, 2018
- 2