Jason O'Dell Archives | OJM Group

image showing wealth strategies for today's physician

Cash Balance Plans

June 22, 2024

By Jason O'Dell, MS, CWM

image showing wealth strategies for today's physician

“Refi” Your Life Insurance: 1035 Exchange

August 3, 2024

By Jason O'Dell, MS, CWM

image showing wealth strategies for today's physician

5 Key Success Factors When Using Permanent Life Insurance

August 3, 2024

By Jason O'Dell, MS, CWM

image showing wealth strategies for today's physician

Accessing Loans Under 1%

June 22, 2024

By Jason O'Dell, MS, CWM

image showing wealth strategies for today's physician

Strategy #2 | Insurance

June 22, 2024

By Jason O'Dell, MS, CWM

doctor writing prescription for financial wellness - financial guide for physicians and doctors

Achieving Financial Wellness: A Guide for Physicians

September 29, 2024

By David B. Mandell, JD, MBA

Image showing piggy bank and books for what you need to know if you inherit an ira

What You Need To Know if You May Inherit an IRA

December 10, 2024

By David B. Mandell, JD, MBA

globe in hands

Financial Stability During the COVID-19 Crisis

April 1, 2024

By Jason O'Dell, MS, CWM

near year financial tips are you ready?

Advice for the New Year

February 14, 2020

By Jason O'Dell, MS, CWM

person looking at retirement savings plan

Boost Tax Deductions & Retirement Savings

May 26, 2024

By David B. Mandell, JD, MBA

Retirement-Plan-Savings

Cash Balance Plans: Under-Utilized Tax Reduction Tools

April 1, 2024

By Jason O'Dell, MS, CWM

financial advisor team

How to Choose an Investment Advisor? Three Mistakes to Avoid

January 13, 2025

By Jason O'Dell, MS, CWM

advisor and client shake hands

Fiduciary vs. Suitability Standards

November 17, 2018

By Jason O'Dell, MS, CWM

portfolio chart

Investment Alternatives to Reduce Portfolio Risk

April 1, 2024

By Jason O'Dell, MS, CWM

laptop with stock charts and graphs

Strategies to Reduce Volatility and Improve Tax Efficiency

July 4, 2023

By Jason O'Dell, MS, CWM

life insurance files

Is it Time to “Refi” Your Life Insurance?

August 3, 2024

By Jason O'Dell, MS, CWM