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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
Thursday Jul 03, 2025
Thursday Jul 03, 2025
🎧 Episode: From Drill to Dream — Reinventing Life After Dentistry
What happens when your identity has been built around a dental chair… and suddenly, it’s time to walk away?
In this powerful episode, Tim McNeely sits down with a dentist-turned-coach who’s guiding clinicians through one of the biggest transitions of their lives—retirement. But not the kind filled with boredom or confusion. We’re talking intentional reinvention.
Together, we explore:
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Why retirement is not a destination—but a new era of enjoyment
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The emotional surprises that come with leaving practice
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How to navigate the grief, excitement, and identity shift
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The role of travel in anchoring transformation and purpose
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What it means to become a modern elder with legacy in mind
Whether retirement is 2 years or 20 years away, this conversation will challenge you to think differently, dream bigger, and prepare more meaningfully.
🎯 You’ll leave this episode knowing how to talk about what retirement can be, with a new mindset of curiosity—and feeling more excited than ever about what’s next.
🧠Want support on your journey?
Check out the Transition Enhanced Program:
👉 https://virtualacademy.methodpro.com/courses/transition_enhanced
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