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OJM GROUP (@OJMGroup) profile picture

OJM GROUP

@OJMGroup

Helping our clients build and preserve their wealth, while reducing taxes.

 Cincinnati, OH
linktr.ee/ojmgroup
Joined May 2012
  • Tweets1.1K
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  • Followers1.2K
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Photo by OJM GROUP (@OJMGroup)Photo by OJM GROUP (@OJMGroup)Photo by OJM GROUP (@OJMGroup)Photo by OJM GROUP (@OJMGroup)Photo by OJM GROUP (@OJMGroup)Photo by OJM GROUP (@OJMGroup)Photo by OJM GROUP (@OJMGroup)Photo by OJM GROUP (@OJMGroup)Photo by OJM GROUP (@OJMGroup)Photo by OJM GROUP (@OJMGroup)
EP #45 Coming Soon
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Backdoor Roth IRA Strategy in 2021. As tax increases may come for high-income earners, experts with @OJMGroup offer an effective step toward tax diversification in our latest Financial Planner column: hubs.ly/H0MG4d20
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Permanent Life Insurance: @OJMGroup's David B. Mandell, JD, MBA and Jason O'Dell, MS, CWM cover who should use it and how, and who should not utilize this type of insurance in part 2 of this article series. hubs.ly/H0K_bLT0
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It's tax season, so what better time to hear CPA/financial consultant Carole Foos speak about the things you can do to reduce your taxes? Visit our Financial Wellness series ow.ly/WDhl50DFaZm and see how #financialfitness can help bring overall wellness. @OJMGroup
Image from American Academy of Ophthalmology (@aao_ophth)
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Perhaps no wealth planning tool considered by most dermatologists is as strongly debated as permanent life insurance. Find out what it is and if it's right for you in this month's Financial Planner column by experts from @OJMGroup hubs.ly/H0HYv8N0
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Whether you are just finishing residency or already in practice and considering a move, the process of evaluating new job opportunities can be daunting. @OJMGroup experts discuss the role of financial modeling to evaluate a potential position: hubs.ly/H0GjQnT0
Image from Practical Derm (@Practical_Derm)
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David Mandell of @OJMGroup joins us in tomorrow's Legal 123s with ByrdAdatto episode. Subscribe to our show on your favorite podcast platform and be one of the first to listen to new episodes! hubs.la/H0B5m4G0
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In Financial Matters, David B. Mandell, JD, MBA & Robert Peelman, CFP of @OJMGroup discuss 2 #investment options that provide some upside potential, with downside protection: equity-indexed universal life insurance policies and structured notes: hubs.ly/H0vn_h10
Image from Practical Derm (@Practical_Derm)
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Six Financial Actions to Take During the #COVID-19 Crisis. This month's #Financial Matters column from experts at @OJMGroup offer tips to help weather the storm and prepare for better days ahead hubs.ly/H0rQgg_0
Image from Practical Derm (@Practical_Derm)
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OJM GROUP retweeted
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AmSpa@AmSpa18 Jun 2020
Join @OJMGroup tmrw June 9th from 1-2pm CDT for this webinar: What Should I Do Now? Six Financial Actions to Take During COVID-19 Crisis. Register here: bit.ly/2MIflE6. #AmSpaWebinar
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Staying the Course. David B. Mandell, JD, MBA, and Adam Braunscheidel, CFP of @OJMGroup offer insights on what history can tell us about #investing during the #COVID-19 crisis in this month's Financial Planner hubs.ly/H0qZsDf0
Image from Practical Derm (@Practical_Derm)
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Episode 25 - David Mandell, JD, MBA, shares personal finance tips during the COVID-19 crisis (Part 2 of 3) @OJMGroup hubs.ly/H0pCVnF0
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Don't miss the latest episode of Coping with COVID-19 episode, our new series with @Practical_Derm. In this episode, Jason O’Dell with @OJMGroup, discusses frequently asked insurance questions with @DrJeanineDownie and @drdayan. Watch now at hubs.ly/H0pvxfy0
Image from Modern Aesthetics (@ModAesthetics)
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Episode 19 - David Mandell, JD, MBA, shares personal finance tips during the COVID-19 crisis (Part 1 of 3). @OJMGroup hubs.ly/H0pmX440
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Don't miss the latest Coping with #COVID-19. From negotiating with vendors to applying for loans to borrowing from personal savings, Carole Foos, CPA & David Mandell, JD, MBA of the @OJMGroup discuss options and assess issues with @DrSchlessinger hubs.ly/H0ppy0m0
Image from Modern Aesthetics (@ModAesthetics)
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David Mandell, attorney & wealth management expert from @OJMGroup chats about today's most heightened topic -- the #coronavirus. 😷 Gain insight into the projected impact this outbreak will have on our economy & some expert investing tips. Listen here: bit.ly/3aSiMD9
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OJM GROUP retweeted
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Vumedi@VuMedi14 Feb 2020
On this #FinanceFriday, @OJMGroup Partner and Wealth Advisor, Andrew Taylor, discusses three financial strategies physicians should implement as they approach retirement. vumedi.com/video/three-finan…
Image from Vumedi (@VuMedi)
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Many #investors believe that the primary goal of #diversification is to hedge against risk and volatility. Another fundamental goal, however, should be to increase tax efficiency. Here are #strategies to achieve both of these objectives from the @OJMGroup hubs.ly/H0myPWn0
Image from Modern Aesthetics (@ModAesthetics)
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This month's #FinancialPlanner column from @OJMGroup offer and overview of long-term planning and how early implementation can reduce family #stress while improving #wealth protection hubs.ly/H0mjzQD0
Image from Practical Derm (@Practical_Derm)
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S Corp or C Corp in the post-TCJA world? Learn about the best #tax treatment for a #dermatology practice in this month's Financial Planner by Carole Foos, CPA and David B. Mandell, JD, MBA of @OJMGroup hubs.ly/H0lJWw-0
Image from Practical Derm (@Practical_Derm)
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