Finance & Taxes
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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
Why Physicians are Unlike, and Like Average Investors and Why It Matters
FEATURING
David Mandell
- 1,180 views
- August 28, 2020
- 2
OJM Group
Strategies to Reduce Volatility and Improve Tax Efficiency
FEATURING
Jason O'Dell,
Michael Lewellen
- 1,149 views
- February 28, 2018
- 1
National Lipid Association
Pearls from 34 Years of Running a Lipid Clinic
FEATURING
Alan Brown
- 1,139 views
- March 25, 2019
- 11
OJM Group
Cash Savings Alternative: How to Increase Returns and Maintain Liquidity
FEATURING
Michael Lewellen
- 1,117 views
- July 21, 2021
- 1
OJM Group
Money Matters: Evaluating Bonds and Cash Investments
FEATURING
Andrew Taylor
- 1,044 views
- January 8, 2024
- 1
OJM Group
How to Have a Tax Win in Volatile Markets
FEATURING
Bob Peelman
- 1,029 views
- April 4, 2023
- 2
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
Stanley Institute for Comprehensive Dentistry
The CARES Act: What You Need to Know
FEATURING
Robert Stanley
- 966 views
- April 2, 2020
- 9
OJM Group
Six Financial Actions to Take in Uncertain Economic Times
FEATURING
Adam Braunscheidel
- 964 views
- July 28, 2022
- 4
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
5 Success Factors When Using Permanent Life Insurance
FEATURING
Jason O'Dell
- 955 views
- January 17, 2023
- 1
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-Loss Harvesting: How to Reduce Taxes on Investments in a Timely Manner
FEATURING
Adam Braunscheidel
- 913 views
- September 30, 2021
- 4
OJM Group
Saving for the High Cost of College: A 2023 Update and New Benefit for 2024
FEATURING
Robert Peelman
- 704 views
- September 20, 2023
- 4
OJM Group
Health Savings Accounts: Maximize the Benefits for Your Comprehensive Retirement Plan
FEATURING
Adam Braunscheidel
- 699 views
- October 23, 2023
- 2
Metcalf/AANA Arthroscopic Surgery Meeting 2015
Things I Wish I Had Known When I Started Out
- 697 views
- May 15, 2015
- 4
OJM Group
Financial Lessons Learned from the Pandemic
FEATURING
David Mandell
- 678 views
- May 19, 2021
Metcalf/AANA Arthroscopic Surgery Meeting 2015
Things I Wish I Had Known When I Started Out
- 656 views
- May 15, 2015
- 4
OJM Group
Unlocking the Financial Potential of Your Old Life Insurance
FEATURING
Michael Lewellen
- 577 views
- February 7, 2024
OJM Group
Are You Getting Adequately Paid on Your Cash?
FEATURING
Andrew Taylor
- 456 views
- March 7, 2023
- 2
Venous Edge
Breaking News from CMS: Changes in Reimbursement for Vein Specialists
- 365 views
- August 4, 2021