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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.
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Episodes
Friday Dec 01, 2023
Friday Dec 01, 2023
Welcome to The Dental Wealth Nation Show with Tim McNeely, where we delve into the world of financial wellness and retirement planning for small business owners and their employees. In this episode, we have the pleasure of hosting Daniel Beck, co-founder of 401 GO, a revolutionary 401(k) platform designed for modern businesses.
As we explore the complexities of retirement planning, tax control, and the responsibilities of sponsoring a retirement plan, we aim to provide a deeper understanding of running a successful retirement plan while highlighting the importance of taking action for the future and the well-being of loved ones and employees.
With a focus on making retirement plans more accessible to small business owners and empowering individuals just starting out in their careers, our guest Daniel Beck shares insights from his experience as a serial entrepreneur, addressing the challenges he faced with retirement planning and his commitment to providing financial assistance to employees.
The episode also delves into the intricacies of setting up a 401(k) plan, the benefits of auto-enrollment for employees, and the new federal regulations making 401(k)s more accessible for small businesses and employees, including the establishment of an emergency savings account within a 401(k).
Delivering expert insights into the evolving landscape of retirement planning, Daniel Beck and host Tim McNeely explore the innovative solutions and simplified approaches to 401(k) administration, touching on the digital age of retirement planning and the importance of streamlined processes for small business owners.
With engaging discussions around automation, technology, and the responsibilities of retirement plan sponsors, this episode of The Dental Wealth Nation Show offers valuable perspectives for both small business owners and employees navigating the realm of retirement planning.
Tune in to gain essential knowledge and actionable advice on securing your financial future and providing support for your employees through savvy retirement planning strategies.
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