OJM partner Jason O’Dell discusses the use of password management apps to enhance data security and protect your personal information.

OJM Wealth Advisor Adam Braunscheidel discusses recent market volatility related to the coronavirus outbreak. He covers the latest statistics on the global health crisis, including its effects on the world economy, oil prices, fixed income markets and individual equity valuations.

In this podcast, OJM partners Jason O'Dell and Bob Peelman provide an overview of OJM tools that can help investors examine their finances and make any necessary changes. Jason and Bob discuss how an annual assessment of cash flow, retirement projections and risk score can help investors stay on track to meet their long-term financial goals.

In this podcast, OJM Wealth Advisor Andrew Taylor provides an overview of the SECURE Act, which delivers the most significant set of changes affecting retirement accounts in more than 13 years. Andrew outlines the new law’s provisions that employers and employees need to know, including changes to qualified retirement plans, required minimum distributions, IRA contributions and 529 plans.

Are your finances ready for 2020? In this addition to our podcast channel, OJM Group partners and team members offer advice for the new year that can help you protect personal and business assets, reduce your taxes and build wealth in 2020 and beyond.

OJM Wealth Advisor Bob Peelman outlines four year-end strategies that can help to optimize your Required Minimum Distribution, along with reducing or deferring your income tax liability.

In this Q&A podcast, OJM partners Carole Foos and Jason O’Dell discuss the ins and outs of Health Savings Accounts, including contribution limits and qualified expenses. Carole also outlines the important role HSAs can play in planning for medical expenses in retirement.

In the second installment of OJM's Money Milestones series, Director of Wealth Advisors Bob Peelman outlines important financial issues parents should discuss when planning to start a family. Topics for consideration include estate planning, budgeting, insurance and saving/investing for their child's college education.

In the first installment of OJM’s Money Milestones series, Wealth Advisor Adam Braunscheidel outlines important questions a married couple should discuss to get their marriage started on a strong financial footing.

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the reasons why physicians are different than the average U.S. investor. Andrew discusses the importance of tax planning when making wealth management decisions, and how investment advice from the media and traditional investment products may not be geared for physicians and others in the highest tax brackets.