Jason O'Dell, MS, CWM , Author at OJM Group

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Cash Balance Plans

June 22, 2024

By Jason O'Dell, MS, CWM

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“Refi” Your Life Insurance: 1035 Exchange

August 3, 2024

By Jason O'Dell, MS, CWM

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5 Key Success Factors When Using Permanent Life Insurance

August 3, 2024

By Jason O'Dell, MS, CWM

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Accessing Loans Under 1%

June 22, 2024

By Jason O'Dell, MS, CWM

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Strategy #2 | Insurance

June 22, 2024

By Jason O'Dell, MS, CWM

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Achieving Financial Wellness: A Guide for Physicians

September 29, 2024

By Jason O'Dell, MS, CWM

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What You Need To Know if You May Inherit an IRA

December 10, 2024

By Jason O'Dell, MS, CWM

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Protect Your Practice & Personal Data From Cyber Fraud

May 26, 2024

By Jason O'Dell, MS, CWM

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Permanent Life Insurance

February 15, 2021

By Jason O'Dell, MS, CWM

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Financial Stability During the COVID-19 Crisis

April 1, 2024

By Jason O'Dell, MS, CWM

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Advice for the New Year

February 14, 2020

By Jason O'Dell, MS, CWM

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Boost Tax Deductions & Retirement Savings

May 26, 2024

By Jason O'Dell, MS, CWM

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Cash Balance Plans: Under-Utilized Tax Reduction Tools

April 1, 2024

By Jason O'Dell, MS, CWM

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Fighting a disease without boundaries

September 23, 2020

By Jason O'Dell, MS, CWM

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How to Choose an Investment Advisor? Three Mistakes to Avoid

January 13, 2025

By Jason O'Dell, MS, CWM

Strategies to Reduce Volatility and Improve Tax Efficiency

July 4, 2023

By Jason O'Dell, MS, CWM

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Fiduciary vs. Suitability Standards

November 17, 2018

By Jason O'Dell, MS, CWM

Investing for the Long Term

September 23, 2020

By Jason O'Dell, MS, CWM

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Investment Alternatives to Reduce Portfolio Risk

April 1, 2024

By Jason O'Dell, MS, CWM

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Investment Alternatives to Reduce Portfolio Risk

September 23, 2020

By Jason O'Dell, MS, CWM

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Strategies to Reduce Volatility and Improve Tax Efficiency

July 4, 2023

By Jason O'Dell, MS, CWM

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Is it Time to “Refi” Your Life Insurance?

August 3, 2024

By Jason O'Dell, MS, CWM

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How Much Are You Paying Your Financial Advisor?

January 13, 2025

By Jason O'Dell, MS, CWM