Tom Whalen

Tom Whalen, a CPA with expertise in tax and accounting for dentists, joins the discussion to clear up common tax planning misconceptions. He highlights the risks of chasing deductions instead of focusing on long-term wealth and the importance of maintaining liquidity. Whalen emphasizes that many dentists overlook cash flow in favor of short-term tax savings. The conversation encourages personalized financial advice and strategic thinking to enhance overall financial health and wealth-building.