55 episodes

People get more out of life when they can stop worrying about money.

At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes.

Offices in: Arizona | Florida | Ohio

OJM Group OJM Group

    • Business
    • 5.0, 1 Rating

People get more out of life when they can stop worrying about money.

At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes.

Offices in: Arizona | Florida | Ohio

    Asset Protection Trusts: How to Use Them Regardless of Your Home State

    Asset Protection Trusts: How to Use Them Regardless of Your Home State

    In this podcast, attorney and OJM partner David Mandell provides an overview of Domestic Asset Protection Trusts and Hybrid Asset Protection Trusts. He explains how these legal tools can be used to protect assets against potential lawsuit claims.

    • 16 min
    Why Are the Markets Going Up When Economic News Looks Grim?

    Why Are the Markets Going Up When Economic News Looks Grim?

    Bob Peelman, Partner and Director of Wealth Advisors, answers a question being asked by many investors: “Why is the Market Going Up?” He covers market-related and investor-related reasons why markets have risen in spite of discouraging economic news.

    • 9 min
    Tips to Boost Cash Flow While Navigating COVID-19 Challenges

    Tips to Boost Cash Flow While Navigating COVID-19 Challenges

    Bob Peelman, Director of Wealth Advisors, and Adam Braunscheidel, Wealth Advisor, present timely tips for boosting cash flow and navigating recent COVID-19 legislation. They discuss mortgage refinancing, student loan interest, retirement account withdrawals and other financial issues many are facing today.

    • 16 min
    OJM Group Launches New Book for Physicians

    OJM Group Launches New Book for Physicians

    OJM partners Jason O'Dell and Carole Foos announce the launch of their newest book Wealth Planning for the Modern Physician: Residency to Retirement. They discuss how this book is different from other books they have authored for physicians, and how physicians themselves are different from other Americans when it comes to investing and other financial issues.

    • 3 min
    OJM Portfolio Update: Adding to U.S. Stocks

    OJM Portfolio Update: Adding to U.S. Stocks

    In our latest podcast, OJM partner and Director of Wealth Advisors Bob Peelman provides an update on this week's market downturn and thoughts for investors during this challenging time.

    • 4 min
    An Update on the Latest Market Sell Off

    An Update on the Latest Market Sell Off

    In this podcast, OJM partner and Wealth Advisor Andrew Taylor discusses this week's sharp decline in U.S. markets, which is largely blamed on the spread of the coronavirus. He covers 2020 earnings estimates for U.S. companies and the forecast for potential Fed rate cuts to maintain economic growth. Andrew also emphasizes the importance of maintaining a diversified portfolio, including defensive assets to mitigate risk.

    • 6 min

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