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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 Sep 15, 2023
Friday Sep 15, 2023
🎙️ Looking to maximize your wealth as a dental entrepreneur? Join host Tim McNeely on The Dental Wealth Nation Show as he pulls back the curtain to reveal hidden advice and strategies used by today's most successful individuals and families. 🦷💰
In this episode, Tim discusses the importance of stress testing your wealth plans and how it can help you avoid costly errors while taking advantage of all possible opportunities. Discover why stress testing is crucial for dental entrepreneurs and how it can shift your approach to wealth management from a piecemeal to a comprehensive strategy. 💡
Tim shares insights on the regular stress testing habits of the super-rich and why you should consider implementing it in your own financial planning. Learn the right time to start stress testing, whether you're unsure about your current strategies, preparing for major life changes, or seeking to improve your overall financial situation. 📈
With practical examples and step-by-step guidance, Tim reveals how to get the most out of a stress test and highlights the importance of working with professionals who understand the human element in wealth management. Whether you're a seasoned dental entrepreneur or just starting out, this episode will equip you with the knowledge and tools to stress test your way to financial success. 💯
Keywords: dental entrepreneur, wealth plans, stress testing, comprehensive strategy, financial planning, super-rich, strategies, opportunities, avoid errors, life changes, maximize wealth, financial success.
Discussion Questions:
1. Why should dental entrepreneurs stress test their wealth plans?
2. How does stress testing move from a piecemeal to a comprehensive strategy?
3. What benefits can be obtained by stress testing specific parts of your wealth plan?
4. When is the right time to consider stress testing? Can you give some examples?
5. What steps can dental entrepreneurs take when stress testing their wealth plans?
6. How can stress testing help identify potential errors or areas for improvement?
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