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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 Mar 03, 2023
Friday Mar 03, 2023
🎙️🦷 Welcome to The Dental Wealth Nation Show with Wesley Sierk! 🎉💼
In this episode, titled "You Can Make It, But Can You Keep It?", we dive deep into the world of dental insurance and wealth management for dental professionals. Join our knowledgeable host, Tim McNeely, and our esteemed guest, Wesley Sierk, as they share their insights and strategies to help you safeguard your hard-earned wealth 🏦✨💰
🔍 Discover how to navigate the complexities of insurance policies, including professional liability, business interruption, cyber liability, and more. Uncover the key factors that determine whether a company can be considered an insurance entity for tax purposes, and learn how to maximize your insurance coverage while minimizing gaps and exclusions. 💡✅📚
Explore innovative concepts like captive insurance and difference in conditions policies, and understand how they can transform your expenses into profit centers. Find out how to protect yourself from potential lawsuits, audits, and fines, and gain valuable insights on tax-saving strategies for dental practices in community property states. 🏥⚖️💼
Get inspired by success stories of dental professionals who have utilized captive insurance companies to fight legal battles, recover withheld payments, and protect their assets. 🏆🛡️
Whether you're a dental entrepreneur, a practice owner, or simply someone interested in the dental industry, this episode is packed with knowledge, tips, and actionable steps to help you secure your financial future. 📚💪💡
Tune in now to The Dental Wealth Nation Show and join the conversation that's reshaping dental insurance and wealth management! 🎧🌟💼🦷
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