Bob Peelman, Director of Wealth Advisors at OJM Group, discusses understanding the investment products that are in your portfolio.

BusinessWise Radio is hosted by MCM Partners Crystal Faulkner and Thomas Cooney. The show profiles highly successful people, companies, organizations and relevant issues throughout the Cincinnati, OH region. BusinessWise airs on: WMKV | WLHS-FM 89.3 & 89.9; Mon – Fri at 7:30 am & 6:40 pm

BusinessWise Radio is hosted by MCM Partners Crystal Faulkner and Thomas Cooney. The show profiles highly successful people, companies, organizations and relevant issues throughout the Cincinnati, OH region. BusinessWise airs on: WMKV | WLHS-FM 89.3 & 89.9; Mon – Fri at 7:30 am & 6:40 pm

BusinessWise Radio is hosted by MCM Partners Crystal Faulkner and Thomas Cooney. The show profiles highly successful people, companies, organizations and relevant issues throughout the Cincinnati, OH region. BusinessWise airs on: WMKV | WLHS-FM 89.3 & 89.9; Mon – Fri at 7:30 am & 6:40 pm

BusinessWise Radio is hosted by MCM Partners Crystal Faulkner and Thomas Cooney. The show profiles highly successful people, companies, organizations and relevant issues throughout the Cincinnati, OH region. BusinessWise airs on: WMKV | WLHS-FM 89.3 & 89.9; Mon – Fri at 7:30 am & 6:40 pm

OJM principal David Mandell joins us in the Cincinnati office to discuss using out of state legal tools for asset protection.

This podcast is for educational purposes only and not intended to serve as legal advice and should not be considered a replacement for seeking counsel from a licensed attorney in your jurisdiction.

OJM’s Podcast series returns this week featuring Andrew Taylor, CFP® discussing Six Steps to Reduce Taxes on Investments: Strategies to Enhance Portfolio Performance.

OJM principal David Mandell discusses the 3 goals of asset protection and an important case study.

Bob Peelman, Director of Wealth Advisors at OJM Group, discusses 8 important questions to ask your financial advisor in this question and answer podcast session.

Wealth Advisor Andrew Taylor discusses common questions and misconceptions about how much you are paying your advisor and why there is so much confusion surrounding this topic.