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Content provided by Dr. Len Tau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Len Tau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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How You Can Eliminate Financial Confusion & Fear with Dental Wealth Alliance CEO, Tim McNeely
Manage episode 445742676 series 2397394
Content provided by Dr. Len Tau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Len Tau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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!
—
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)
—
Connect with Tim:
—
Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com.
This podcast is sponsored by Dental Intelligence. Learn more here.
This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more here.
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!
349 episodes
Share
Manage episode 445742676 series 2397394
Content provided by Dr. Len Tau. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Len Tau or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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!
—
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)
—
Connect with Tim:
—
Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com.
This podcast is sponsored by Dental Intelligence. Learn more here.
This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more here.
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!
349 episodes
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Similar to The Raving Patients Podcast
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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…
continue reading
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Hear the stories, learn the proven methods, and accelerate your growth and future through entrepreneurship. Welcome to The Foundr Podcast with Nathan Chan. About the show: For over a decade, The Foundr Podcast with Nathan Chan has been a leading entrepreneurship podcast for open-book conversations with, by, and for founders. Whether you're starting, building, or dreaming about your business, The Foundr Podcast is where you can access experienced founders who've been in your shoes to learn th ...
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Wholesaling Inc with Brent Daniels
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continue reading
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