In this episode of Dentistry Beyond the Numbers, Dr. Marc Liechtung sits down with Tim McNeely, CFP®, CEPA®, a financial strategist who specializes in working with dentists. Together they explore how to build generational wealth, avoid costly financial mistakes, and plan for a secure exit.
🔑 Key topics in this episode:
00:00 – Introduction
02:05 – How Tim’s journey into dental wealth management began
06:00 – Building wealth as a young dentist
08:20 – The biggest financial mistakes mid-career dentists make
10:57 – Knowing your “wealth gap”
15:20 – Exit strategies: DSO, DPO, private sale, or legacy
18:40 – The power of stress-testing your financial plan
22:00 – Why exit planning should start today
👉 Don’t miss this episode if you want to learn how to protect your practice, your family, and your financial future.
🎧 Available now on Spotify, Apple Podcasts, and all major platforms.
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