The Investment Strategy Every Dentist Needs! With Joe Kalinowski, CPA/PFS
Art of Dental Finance and Management por Art Wiederman
Notas del episodio
The market is hitting new highs, but that doesn't mean your investment strategy is working. In this episode, Art Wiederman and Joe Kalinowski explain why building wealth as a dentist has far less to do with predicting the next winning stock and far more to do with having the right long term plan.
From the strong performance of large cap, small cap, and international markets to the growing impact of AI on investing, Art and Joe break down what's happening in today's market and what it means for dentists. They discuss why chasing returns often leads to poor decisions, how diversification and disciplined portfolio management can help reduce risk, and why your investment strategy should evolve throughout your career. The conversation also explores retirement planning, tax efficient investing, Roth conversions, selling a dental practice, and pra ...