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The Dental Wealth Nation Show is for practice owners building toward—or navigating through—the most consequential financial event of their career: the exit.
Host Tim McNeely operates a Virtual Family Office serving dental entrepreneurs with $5M–$25M in net worth. He holds the rare combination of CFP®, CIMA®, CEPA®, and CPFA® designations—a credential stack bridging comprehensive wealth management with specialized exit planning. His clients don't need another advisor. They need a financial quarterback coordinating the advisors they already have.
Each episode unpacks the coordination failures that cost practice owners millions: mistimed exits, fragmented tax strategies, wealth structures that don't survive the transition from practice income to portfolio income. You'll hear direct conversations with elite tax counsel, M&A specialists, and practice owners who've already made the crossing.
Subscribe and visit dentalwealthnation.com for resources.
Episodes
Friday Feb 26, 2021
Friday Feb 26, 2021
One of the most important traits: a strong sense of purpose that drives what they do to become highly successful. In this episode, The Power of Purpose in Reaching Audacious Goals, you’ll discover the clear connection between having a strong sense of purpose and achieving excellence. What’s more, you’ll see how to harness your purpose to stay focused and persevere when challenges inevitably arise.
Friday Feb 12, 2021
Friday Feb 12, 2021
Don’t let the world define what you and your family value and how you put those values into action. Do it yourself! In this episode of Secrets of The Super Rich Fridays, Tim shows you how to build your family’s unique brand that can guide you in everything from how you have fun to how you pursue wealth.
Friday Jan 29, 2021
Friday Jan 29, 2021
The wealthiest Americans often set up family offices that cater to their every need. In this episode of Secrets of The Super Rich Fridays, Tim reveals how you can enjoy many of the same resources, expertise, and benefits as the Super Rich—even if your last name isn’t Bezos, Buffett, or Gates without having a 9 figure net worth.
Friday Jan 22, 2021
Friday Jan 22, 2021
If you don’t have a deep understanding of your own interests, you won’t be able to effectively work with others to achieve your goals. In this episode of Secrets of The Super Rich Fridays, Tim reveals how to gain crucial clarity on what you want when negotiating and making deals—at work and in your life.