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OJM GROUP Profile
OJM GROUP

@OJMGroup

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A multidisciplinary financial firm whose team members have worked with 1,000+ clients in 47 states & written over 10 books on all aspects of wealth management.

Cincinnati, OH
Joined May 2012
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@OJMGroup
OJM GROUP
11 years
OJM Group's Disclosures http://t.co/JjGUPWcUg8
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@OJMGroup
OJM GROUP
2 years
Investing as a doctor requires the right tools and strategies. This handy infographic outlines several considerations and investment types. ๐Ÿ”—โฌ‡๏ธ๐Ÿ‘“ https://t.co/z9KaKdMl0n
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@OJMGroup
OJM GROUP
2 years
๐ŸŽ™๏ธ๐ŸŽง Attorney and Neurosurgeon, Dr. Jeffrey Segal, returns for Episode 4.2, where he and David discuss current legal landmines facing ๐Ÿฉบ physicians. ๐Ÿ”— Link ๐ŸŽงโฌ‡๏ธ https://t.co/smmUTWo8vA
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@OJMGroup
OJM GROUP
2 years
Despite a ๐Ÿชจ rocky start to August, the S&P 500 remains up a ๐Ÿ“ˆ robust 18.7% year-to-date while interest rates remain volatile. ๐Ÿ”—โฌ‡๏ธ https://t.co/VJ33rs35w6
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@OJMGroup
OJM GROUP
2 years
To kick off Season 4 of the ๐ŸŽ™๏ธ podcast, David welcomes a very special guestโ€”his father, radiologist ๐Ÿฉบ Dr. Charles Mandell. ๐Ÿ”—๐ŸŽงโฌ‡๏ธ https://t.co/p2nbDo0AMT
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@OJMGroup
OJM GROUP
2 years
๐Ÿ“š Higher education is one of the best ๐Ÿ“ˆ investments we can make for our children . However, the ๐Ÿ’ต high cost of college can be a barrier for many. ๐Ÿ”—โฌ‡๏ธ https://t.co/wUNc6NGFHP
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@OJMGroup
OJM GROUP
2 years
OJM Group's investment team recaps the markets in July 2023 focusing on equities, decreasing inflation, and soft landing expectations. ๐Ÿ“ˆ ๐Ÿ”— Link โฌ‡๏ธ https://t.co/UuflQVjL2s
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@OJMGroup
OJM GROUP
2 years
Since few of us can accurately predict our incomes for the near and long-term future, flexibility must be part of retirement planning! ๐Ÿ”Ž๐Ÿ’ต๐Ÿ“ˆ Read the full article by clicking the link below. ๐Ÿ”—โฌ‡๏ธ https://t.co/7JYH7asEvn
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@OJMGroup
OJM GROUP
2 years
Our July market update covers the narrowest market in 50 years, ๐Ÿค–artificial intelligence (ai) growth ๐Ÿ“ˆ stocks, and our โœ… Q2 takeaways. ๐Ÿ”— https://t.co/n5Hgh0klUu
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@OJMGroup
OJM GROUP
2 years
Rising inflation ๐Ÿ“ˆ has caused many to reevaluate current ๐Ÿ’ต spending habits and led many investors to ๐Ÿค” rethink their retirement projections. ๐Ÿ”— https://t.co/thscVL8Ugw
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@OJMGroup
OJM GROUP
2 years
Dr. Scott Sigman sits down with David Mandell of The OJM Group to discuss private equity in orthopedics. From tax preparation and planning to asset protection, and more, this episode is full of educational content about private equity in orthopedics. https://t.co/affzkOyi3E
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@OJMGroup
OJM GROUP
2 years
In the final episode of the 3rd season of the Wealth Planning for the Modern Physician Podcast, host David Mandell recaps all season 3 episodes and shares a pearl or two of insight from each. Click the link ๐Ÿ”— โฌ‡๏ธ to listen ๐ŸŽง to this week's episode now! https://t.co/lYP39AIAcF
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@OJMGroup
OJM GROUP
2 years
OJM's Andrew Taylor, CFPยฎ offers some tips that may help you get a better return on your cash and avoid getting a return below current market rates. Click the ๐Ÿ”— below โฌ‡๏ธ to read the full article. https://t.co/TIEtKFQjNs
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@OJMGroup
OJM GROUP
2 years
OJM Group's investment team recaps April 2023 as global equities rose ๐Ÿ“ˆ amid regional banking stress and worsening leading economic indicators. https://t.co/BKBhf75anl
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@OJMGroup
OJM GROUP
2 years
OJM's David Mandell, JD, MBA, highlights important notes from a recent malpractice lawsuit and how proper asset protection may have helped. Click the ๐Ÿ”— to read ๐Ÿ“– article now. https://t.co/V9CpwQkjpU
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@OJMGroup
OJM GROUP
2 years
In this episode, host David Mandell is joined by Dr. Wendell Cole, a physician in training who is also a book author, entrepreneur. and podcast host. Click the link ๐Ÿ”— โฌ‡๏ธ to listen ๐ŸŽง now! https://t.co/QarnOfWGAc
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@OJMGroup
OJM GROUP
2 years
Former Top Gun aviator, David Valaer joins host David Mandell and shares the lessons learned and how he uses them with practices today. ๐Ÿ”—๐ŸŽงโฌ‡๏ธ https://t.co/au8l2FIagM
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@OJMGroup
OJM GROUP
3 years
This week, host David Mandell is joined by Dr. Erik Nuveen, MD, DMD, as they discuss entrepreneurship, his dual training, challenges, successes, and more. ๐Ÿ”—๐Ÿ‘‡๐ŸŽง Link below to listen now! https://t.co/SxuZoicqjH
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@OJMGroup
OJM GROUP
3 years
OJM's David Mandell, JD, MBA and Adam Braunscheidel, CFPยฎ outline why investors ๐Ÿ’ฐ should apply caution โš ๏ธ to their future tax liability and consider the long-term retirement strategy of tax diversification. ๐Ÿ”—๐Ÿ‘‰ https://t.co/jWNErZ90Mz
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@OJMGroup
OJM GROUP
3 years
Despite the stress in the banking system and the failure of Silicon Valley Bank, markets held up well and posted solid returns for the quarter. https://t.co/G4D4PdTqeE
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@OJMGroup
OJM GROUP
3 years
In this episode, David is joined by Dr. Michael Jerkins, internist, pediatrician, and co-founder and President of Panacea Financial. https://t.co/SH6fna1Fh5
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