Jason M. O'Dell, CWM

Articles

What to do (and what to avoid) in international planning, and the specific tools top attorneys use in their international planning to avoid pitfalls.

Offshore Asset Protection

Just like a physician would recommend a patient see a specialist, a team should be in charge of a physician's finances to make sure he or she is getting the best advice.

Number 1 Financial Mistake for Physicians

Physicians receive no training in how to evaluate financial advisors, whose guidance often becomes the backbone of their future success -- or failure. Here are two fatal flaws physicians typically make when choosing an advisor.

Biggest Mistakes Physicians Make in Choosing a Financial Advisor

If you're just waiting for someone to buy you out at retirement, you will get virtually nothing for your practice. A real buyout plan requires 10, 20, or even 30 years worth of group contributions.