The Investment Strategy Every Dentist Needs! With Joe Kalinowski, CPA/PFS

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 practical financial decisions that can have a lasting impact on your wealth. Whether you're buying your first practice, growing your investments, or preparing to retire, this episode offers practical guidance to help you make smarter financial decisions. Follow us on our Socials! Instagram: @artofdentalfinance Facebook: The Art of Dental Finance and Management LinkedIn: Art Wiederman Tiktok: theartofdentalfinance&mgmt Connect with Joe! Email: [email protected] Website: https://www.earned.com/ Contacts: 877 939 2500. 925 280 5706 -------------- Stop feeling overwhelmed by the numbers. ADCPA member firms specialize exclusively in serving dentists to help you achieve financial success. Gain a strategic partner who understands industry benchmarks and overhead management so you can focus on clinical excellence. Find your expert: Visit https://adcpa.org/ to find a trusted dental CPA near you. Your numbers should work as hard as you do. -------------- Detect what traditional diagnostics miss. Innerview uses FDA-cleared technology to measure internal tooth mobility, helping you identify cracks and loose restorations earlier before they become emergencies. The result is better treatment planning, fewer surprises, and stronger patient trust, all without disrupting your workflow. Book a demo at Innerview.ai and mention Art Wiederman to receive $250 off.