Most dentists focus solely on clinical excellence, which is expected. But when was the last time you paid attention to the financial health of your practice? 

If it’s been a while for you, then here’s everything you need to know.

In this episode, I sit down with Tim McNeely, founder and CEO of Dental Wealth Alliance, to talk about how dental professionals can eliminate financial confusion and fear.

Tim brings his wealth management expertise to the table, focusing on key strategies that include tax mitigation, retirement planning, and practice exit strategies tailored specifically for dentists.

From the five pillars of wealth management to the importance of stress testing your financial plan, this conversation uncovers everything you need to know to protect your practice and personal wealth. 

If you’re ready to make smart, strategic moves for your financial future…this episode is for you. Tune in!

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Key Takeaways:

Introduction (00:00)

Meet Tim McNeely & the financial advice dentists need (03:01)

The five key pillars of wealth management (07:11)

How the rich manage their wealth (11:50)

When you need a wealth management advisor (14:30)

Is your advisor getting good results for you? (22:38)

Stress testing your financial plans (25:45)

Final thoughts & lighting round Q&A (28:44)

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Connect with Tim: 

Facebook: https://www.facebook.com/timmcneely/

LinkedIn: https://www.linkedin.com/in/timmcneely

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Learn proven dental marketing strategies and online reputation management techniques at: https://www.drlentau.com

This podcast is sponsored by Dental Intelligence. Learn more at: https://www.dentalintel.com/

This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more at: https://www.docsites.com/

Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!