January 30, 2019
Guest: Joseph Kalinowski, CPA
Art’s guest this week is fellow Dental CPA and registered investment advisor, Joe Kalinowski. Joe is an advisor at Thomas Doll, a tax, retirement, and wealth advisory firm in Walnut Creek, California, which is also a member of the Academy of Dental CPAs. Thomas Doll manages over $1 billion in assets for their clients.
Art and Joe will discuss the components of a good financial plan, then Joe will explain in detail how a good investment portfolio and financial plan are constructed for a dental professional.
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