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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.

Seven Steps to Dental Success: Decrease Taxes, Increase Impact, and Thrive
Most dental entrepreneurs build practices worth millions—then lose a significant portion during the transition to their next chapter. Not from bad intentions, but from fragmented advice: a CPA optimizing taxes in isolation, an attorney drafting documents disconnected from the investment strategy, a broker focused on closing the deal rather than what comes after.
Dental Wealth Nation is the coordination blueprint. Tim McNeely—one of the few advisors in the country holding CFP®, CIMA®, CEPA®, and CPFA® credentials—lays out the architecture that protects practice owners before, during, and after a liquidity event.
Inside: the tax strategies that survive an exit, the wealth structures that don't break when practice income stops, and the coordination framework that turns a collection of advisors into an actual team.
Get your copy at www.dentalwealthnationbook.com
Episodes

Wednesday Aug 17, 2022
Maximizing Your Profitability Through Real Estate with Laura Ragle
Wednesday Aug 17, 2022
Wednesday Aug 17, 2022
Are you a Dental Entrepreneur who is struggling to Thrive into todays uncertain world?
If so, you will want to tune in today and learn:
- How to make sure you are setting yourself up to get the best terms on your real estate
- Where does your practice stand in the market today
- Build a plan for the next steps in your career
Laura will also share: How you can save thousands on your lease and some hot tips for things you should look for in your lease.
Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!
If you enjoyed this episode on four success drivers that help some of the most successful individuals and families grow and sustain their sizable net worth., please share it with your friends by using the social media buttons you see at the bottom of the post.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Dental Wealth Nation!"
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Wednesday Aug 17, 2022
Managing Your Wealth Like The Super Rich - No Experience Required
Wednesday Aug 17, 2022
Wednesday Aug 17, 2022
Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!
If you enjoyed this episode on four success drivers that help some of the most successful individuals and families grow and sustain their sizable net worth., please share it with your friends by using the social media buttons you see at the bottom of the post.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Dental Wealth Nation!"
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.

Saturday Mar 19, 2022
Coaching your way to Success with Mudasser Hussain
Saturday Mar 19, 2022
Saturday Mar 19, 2022
Would you like to understand what coaching is and how it can be used effectively to unlock potential and maximize performance? Are you ready to learn how Mudasser Hussain was able to transition to being a part-time dentist and provide business exec coaching? Or even how to increase revenue, productivity, well-being, and your mental health? If so you won't want to miss "Coaching your way to Success with Mudasser Hussain"

Saturday Mar 19, 2022
Saturday Mar 19, 2022
Are you interested in building a complete marketing plan for your dental organization? Are you curious about avoiding failures in advertising, reducing risk, and wasting time while growing your practice?
If so, you won't want to miss this episode with Patrick Chavoustie of Omnipremier. Tune and you will learn how to lower your overall marketing costs without sacrificing new patient growth, how to get more referrals for your practice, and a one-page marketing plan along with a free one on one strategy session.

Saturday Feb 12, 2022
Saturday Feb 12, 2022
Would you like to know how to work more efficiently and productively? If so then tune in and learn from Gene St. Louis how you can Capture the Best of 2022!

Thursday Feb 10, 2022
0074 Dental Office Efficiency Made Easy: How to Boost Revenue with Curtis Marshall
Thursday Feb 10, 2022
Thursday Feb 10, 2022
🎙️ Welcome to The Dental Wealth Nation Show! In episode 0074, we have the amazing Curtis Marshall joining you host, Tim McNeely, to share insights on how to analyze everything, automate your day, find hidden revenue, and fill your schedule without losing your mind. 🦷💰💡
In this episode, Curtis Marshall dives into the challenges faced by dental professionals when it comes to obtaining patient information from practice management software. 📊 He also reveals a clever strategy, involving baking cookies and eliminating dental smells, that seemingly increased patient satisfaction for a month. 🍪👃
Curtis focuses on the power of data and benchmarks. While he offers to provide valuable benchmarks for free, he cautions against the pitfalls of comparing oneself to others. Instead, he encourages self-improvement and better patient care as powerful indicators of success. 💪💼
T
he episode delves into the evolving landscape of communication, from landlines to cell phones to texting, and explores the preferences of younger patients who value making their own decisions and scheduling appointments at their convenience. ⏰💬
Curtis emphasizes the importance of giving patients choices and options for their dental appointments, even discussing a software that provides second opinions based on patient images and previous cases. 📸💻
Patient care is a key theme, with Curtis believing that it can be increased by a staggering 100%. He shares personal experiences, stressing the significance of fully understanding dental treatments and highlighting the correlation between accepting treatments and better outcomes. 🤝💉
Moreover, Curtis challenges the limitations of current dental office software, advocating for real-time data collection, automated scheduling, and improved patient information accessibility. He reveals his own software that aims to address these challenges and enhance patient care. 🖥️✨
Tune in as Curtis Marshalls explores the power of data, the importance of patient retention, and the transformative possibilities of streamlining dental office operations. 🎧💡

Tuesday Feb 08, 2022
How to Move from Stress Out Dentist to Savvy Dentist with Dr Jesse Green
Tuesday Feb 08, 2022
Tuesday Feb 08, 2022
Savvy Dentist was born out of a need identified by dentist and founder, Dr. Jesse Green. Recognizing the operating environment for dentists changed dramatically and left many without a busy compass, over several years, Jesse devised the tools, systems, and integrated dental business coaching program that is now Savvy Dentist.
Tune in today and learn how you can move from stress out to savvy with Dr. Jesse Green.

Monday Jan 31, 2022
Independent Trustees - Pioneering the Future with Kevin Quinn
Monday Jan 31, 2022
Monday Jan 31, 2022
Oftentimes estate planning can be overwhelming and settling an estate can be downright confusing. Tune in today and learn about the choices you have when it comes to naming a trustee and how to choose a trustee wisely.
You won't want to miss this conversation with Kevin Quinn, Co-founder, and President, of The Independent Trustee Alliance.
Tune in and learn:
- What are the responsibilities of a trustee
- What is an independent trustee
- What are the different types of trustees
- Why an independent trustee
But most importantly, you will leave equipped and even better prepared to take care of the people you love the most.

Wednesday Jan 12, 2022
The Secrets of Running a Successful Dental Practice with Kiera Dent
Wednesday Jan 12, 2022
Wednesday Jan 12, 2022
Are you looking to achieve maximum success & efficiency in your dental practice? Then tune in and learn from Kiera Dent. She will share how to build your very own Dental A-Team so you can POSITIVELY CHANGE the structure & culture inside of your dental practice.

Tuesday Jan 11, 2022
Discovering and nurturing the writer within you with Kevin Henry
Tuesday Jan 11, 2022
Tuesday Jan 11, 2022
Can writing really boost your business? What about writer's block and all the other obstacles that can get in your way?
Tune in today as we talk to Kevin Henry, from www.KevinSpeaksDental.com and learn how you can make money writing, succeed as a writer, and gain some simple tips to develop any book or article.

Sunday Jan 09, 2022
Sunday Jan 09, 2022
Is your dental practice growing the way that you envisioned it would? Is your marketing giving you the results you are looking for?
If not, then tune in and learn the must-haves before you spend ANY money on marketing Cosmetic & Restorative Dentistry. You will get insights and actionable ideas from Parham Nabatian Co-Founder DocSites.com, a dental marketing firm.
In this episode you will learn:
The must-haves before spending money on marketing Cosmetic and Restorative Dentistry
How to build a smarter plan for practice growth
How to avoid wasting money and time
How to grow your office by properly implementing a plan

Sunday Jan 09, 2022
Sunday Jan 09, 2022
What types of planning do you need to fully protect your family in your unique situation? How can make sure your plans continue working in the future?
Tune and learn how you can protect your loved ones and your business by keeping your family out of court and conflict. In this episode of Dental Wealth Nation, you will learn from Ashley Dotchin of Dotchin Law:
Where your family and business may be at risk
What happens if you don’t have a plan in place
Why estate planning isn’t as scary as you may think
How to make sure your plan continues to work for you in the future
Tune in, ask questions, and learn how you can Keep Your Family And Dental Practice Out Of Court And Conflict

Sunday Jan 09, 2022
Sunday Jan 09, 2022
Why is interior design so important to the success of your Dental Practice? What does the process for designing and building your new office even look like?
Tune in and learn from Deb and Peter Wiswesser of Form & Function Interior Design. You will get insights on:
- The pitfalls of designing and building your new office
- The various paths you can follow for the design and build-out of your space - How to choose your builder and best practices you can take

Sunday Jan 09, 2022
DSOs and Consolidation Trends with Kyle Francis
Sunday Jan 09, 2022
Sunday Jan 09, 2022
Get ready to be inspired and empowered! Dental Wealth Nation is bringing you an exciting episode that will show you how to thrive in the fast-growing world of DSOs. Kyle Francis of Professional Transition Strategies will share his insights on how to leverage the equity in your business and compete in a consolidating world.
This is not just any ordinary episode, it's an opportunity for you to take control of your dental wealth and future! Don't miss out on the chance to learn from a true expert and tap into the power of equity arbitrage consolidation. Tune in now and take your dental wealth to the next level!

Tuesday Nov 02, 2021
Tuesday Nov 02, 2021
As a dentist, have you ever considered publishing a book? It may surprise you, but a book can help increase your patient flow, referrals, and grow your practice. Tune in and learn from Mario Fachini how you can easily leverage your existing assets to multiply your results. You can connect with Mario at www.eapublishingmethodbook.com
