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How Dentists Build Wealth: Tax, Legacy & Exit Strategies with Tim McNeely
Manage episode 500006454 series 3644755
Want to keep more of what you earn, protect your legacy, and build a practice worth top dollar? It starts with exit planning strategies long before you’re ready to sell.
In this episode, Linda Kane talks with Tim McNeely, CFP®, CIMA®, CEPA®, founder of The Dental Exit Institute and author of Dental Wealth Nation. Tim shares how advanced planning strategies can reduce taxes, safeguard wealth, and create a clear path toward the life you want—during and after dentistry.
Whether you’re just starting out, mid-career, or eyeing retirement, this conversation will help you see exit planning as a way to strengthen your business today, not just when you’re ready to step away.
You’ll learn:
- Why “build to sell” is the secret to running a better practice now
- The 4 pillars of advanced planning that go beyond investments
- How to protect your income and close your personal wealth gap
- What the ultra-successful do to stress test their financial plans
- Steps to find the right advisors and avoid costly misalignment
Built for dentists who want more freedom, impact, and significance—without sacrificing patient care—these strategies help you turn hard work into lasting wealth.
Resources
💬 Want support growing and protecting your practice?
Linda Kane helps dentists reduce burnout and take back operational control.
📖 Claim your free copy of Dental Office Rescue → rescuemydentaloffice.com
🌐 Explore services at Zeroed-In Dental Solutions → zeroedindentalsolutions.com
🤝 Connect with Tim McNeely
🌐 Website: timmcneely.com
📱 Call/Text: (818) 534-4949
🔗 LinkedIn: linkedin.com/in/timmcneely
🚀 Subscribe and never miss an episode! New episodes drop every other Wednesday.
🎧 This podcast is produced by @parkerkane.co | Want help creating your own expert podcast? Reach out ➝ [email protected]
Chapters
1. The Importance of Exit Planning (00:00:00)
2. Building a Better Business (00:02:51)
3. Wealth Management Strategies for Dentists (00:05:41)
4. Navigating Business Ownership vs. Employment (00:08:38)
5. Success Stories in Dental Exit Planning (00:11:36)
6. Advice for New Dentists (00:14:23)
7. The Role of Mentorship in Dentistry (00:17:19)
8. Addressing Burnout and Exit Planning (00:20:22)
9. Creating Value-Centered Practices (00:23:20)
10. Planning for Retirement and Wealth Gaps (00:26:03)
11. The Personal Journey Behind Dental Exit Institute (00:29:01)
12. Stress Testing Your Wealth Plan (00:31:48)
13. Finding the Right Advisors (00:34:43)
14. Conclusion and Resources (00:37:56)
15 episodes
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