Jason O'Dell, MS, CWM, Carole C. Foos, CPA , Author at OJM Group

Jason O'Dell Carole Foos Articles

Cash Balance Plans in 2025

Playbook Jason O'Dell Video

Cash Balance Plans

Playbook Jason O'Dell Video

“Refi” Your Life Insurance: 1035 Exchange

Playbook Jason O'Dell Video

5 Key Success Factors When Using Permanent Life Insurance

Playbook Jason O'Dell Video

Accessing Loans Under 1%

Playbook Jason O'Dell Video

Strategy #2 | Insurance

David Mandell Jason O'Dell Articles

Achieving Financial Wellness: A Guide for Physicians

David Mandell Jason O'Dell Articles

What You Need To Know if You May Inherit an IRA

Wealth Planning for the Modern Physician Podcast

Protect Your Practice & Personal Data From Cyber Fraud

Bob Peelman Articles

Permanent Life Insurance

Webcasts ojmcares-2 Jason O'Dell Video

Financial Stability During the COVID-19 Crisis

Webcasts David Mandell Jason O'Dell Carole Foos Michael Lewellen Adam Braunscheidel Video

Advice for the New Year

David Mandell Jason O'Dell Carole Foos Articles

Boost Tax Deductions & Retirement Savings

Webcasts Jason O'Dell Video

Cash Balance Plans: Under-Utilized Tax Reduction Tools

Doctors OJM in the Media

Fighting a disease without boundaries

Jason O'Dell Andrew Taylor Articles

How to Choose an Investment Advisor? Three Mistakes to Avoid

Doctors OJM in the Media

Strategies to Reduce Volatility and Improve Tax Efficiency

Jason O'Dell Adam Braunscheidel Articles

Fiduciary vs. Suitability Standards

Doctors OJM in the Media

Investing for the Long Term

Jason O'Dell Andrew Taylor Articles

Investment Alternatives to Reduce Portfolio Risk

Doctors OJM in the Media

Investment Alternatives to Reduce Portfolio Risk

Webcasts Jason O'Dell Michael Lewellen Video

Strategies to Reduce Volatility and Improve Tax Efficiency

Webcasts Jason O'Dell Video

Is it Time to “Refi” Your Life Insurance?

Past Article Archive Jason O'Dell

How Much Are You Paying Your Financial Advisor?