The Dental Wealth Nation Show with Tim McNeely

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 LifeStone, serving 8-figure dental entrepreneurs. At this level, wealth doesn't manage itself — it requires coordinated advice across tax, legal, investment, and exit strategy. His clients don't need another advisor. They need a financial quarterback who sequences the team they already have.

Tim holds the rare combination of CFP®, CIMA®, CEPA®, and CPFA® designations — a credential stack bridging comprehensive wealth management with specialized exit planning.

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 timmcneely.com for resources.