Finance & Taxes
Sort by:
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
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
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
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
Five Tools that Provide Tax Reduction & Asset Protection
FEATURING
David Mandell
- 1,994 views
- April 13, 2018
- 5
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
Eight Important Questions to Ask Your Financial Advisor
FEATURING
Robert Peelman
- 1,933 views
- November 30, 2017
- 4
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
Using Tax Diversification to Increase Your Wealth
FEATURING
Carole Foos
- 1,786 views
- April 2, 2024
- 5
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
An Important Question Affecting Your Financial Future: Do You Know the Answer
FEATURING
Michael Lewellen
- 1,629 views
- August 22, 2019
OJM Group
Don't Outlive Your Money: Inflation & Your Retirement Planning
FEATURING
Michael Lewellen
- 1,618 views
- July 18, 2023
- 3
OJM Group
How to Protect Your Home and Home Equity From Liability
FEATURING
David Mandell
- 1,588 views
- June 23, 2021
- 4
OJM Group
Four Ways to Leverage Today’s Low Interest Rates in Your Wealth Planning
FEATURING
Jason O'Dell
- 1,587 views
- October 5, 2020
OJM Group
Loans Under 1%: Where to Access Them in Today's Environment
FEATURING
Jason O'Dell
- 1,459 views
- June 21, 2023
- 3
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
What Is the Cost of Having – Or Not Having – Long Term Care Insurance?
FEATURING
Michael Lewellen
- 1,439 views
- September 20, 2022
- 3
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
What's In Your Portfolio? Understanding Your Investment Products
FEATURING
Robert Peelman
- 1,358 views
- May 10, 2018
- 1
OJM Group
Medical Practices and the Expanded Employee Retention Credit
FEATURING
Carole Foos
- 1,346 views
- August 24, 2021
- 2
OJM Group
Downside Protection with Upside Potential: Two Wealth Planning Options
FEATURING
David Mandell
- 1,340 views
- June 10, 2020
OJM Group
Estate Planning Essentials for Physicians of All Ages
FEATURING
David Mandell
- 1,284 views
- March 6, 2024
- 6
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