Resources

Education is the foundation of our approach.

Whether it is the continuing education of our own team members or our commitment to deliver lectures, webcasts, books and articles for our clients, organizations and more, education is at the center of the work we do. We are dedicated to providing our clients with resources to support the decisions they will make with their financial future.

ARTICLES

image showing money, balances and charts for cash balance plan
Jason O'Dell

Cash Balance Plans in 2025

Most high-income professionals, including physicians, are on the lookout for ways to reduce taxes, protect…

VIDEOS

image showing wealth strategies for today's physician
Playbook

Asset Protection 101

OJM Group Partner David Mandell, JD, MBA covers reasons why physicians should protect personal and…

PODCASTS

banner image highlighting podcast guest Cory Kleinschmidt
Wealth Planning for the Modern Physician Podcast

Locum Tenens Uncovered (Part 1)

In this first episode of a two-episode interview, host David Mandell speaks with Cory Kleinschmidt,…