The Dentist Freedom Blueprint Podcast

Get the latest insights on passive real estate, dentist retirement plans, and more here.Taxes are an area of life that most of us don’t want to deal with, but we also know there are some advantages to dealing with them in the right way. In today’s episode, Tom Wheelwright joins the show to share some key insights and tax strategies. If you’re interested in how you can achieve your big financial goals faster by permanently (and legally) reducing your taxes, this episode is for you.

Tom is a CPA and CEO of Wealth Ability, as well as a Rich Dad Advisor, entrepreneur, speaker, and bestselling author. He has so much value to share in the area of tax strategy, so listen in to learn about the various investments that the government will incentivize you to make and how to make them work for you. Tom also helps reframe how to better understand government incentives and deductions in a way that allows you to make more money and allow steady, predictable growth.

Minute Markers:

  • 1:24 – Tom’s background as a CPA and his connection with Robert Kiyosaki.
  • 5:31 – His family history in business and entrepreneurship.
  • 7:13 – How to make the most of our “partnership” with the government and how Tom chose the seven investments for his book.
  • 10:25 – How to use taxes to your benefit.
  • 13:08 – The incentives people often miss out on and how deduction works.
  • 15:39 – How to start comparing and understanding the tax differences when it comes to commercial real estate for your business.

Featured on the Show:

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Watch full length interviews on David’s YouTube channel by going to Don’t forget to subscribe to David’s YouTube Channel for more content on maximizing your business, wealth, and creating a financial blueprint to reach your Freedom faster!

Join the tribe of dentists ditching Wall Street. Get more insights, resources and inspiration for creating asset based income and Freedom. Follow us on Facebook here.

P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :

1. Schedule a Call with My Team:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to attend one of our upcoming member events as a guest.

2. Become a Full-Cycle Investor:

There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they’re about to learn the hard way what others have gained through “expensive” experience. I’m offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here.

3. Get Your Free Retirement Scorecard:

Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Want to know more about David and schedule him as a speaker or podcast guest? Go to to book David now.


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