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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
Monday Feb 01, 2021
Monday Feb 01, 2021
🎙️ Are you a dental practitioner looking to protect and build your wealth? 💰 Look no further! Join me in my latest podcast episode, "Strategic Business Planning Tools That Can Help You Manage the Unknown" with special guest Clay Ogden from Strategic Risk Alternatives. 🔒
Discover how to set up your own insurance company to safeguard your practice and create a meaningful life! 🦷💼
Learn from the strategies used by the super-rich and ultra-wealthy! 💪💰
Did you know that by allocating funds from each procedure, you can build a reserve for potential claims? 💵💡 Say goodbye to financial hits!
We'll also discuss the benefits of building reserves and utilizing funds for other planning opportunities. 🏦💼
Don't let uncertain times catch you off guard! 🕒🤔 Prepare ahead and effectively manage any unforeseen challenges.
Join us on the Dental Wealth Nation podcast and start building the foundation to protect and maximize your dental practice! 🎧🌟
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