What if the biggest threat to your wealth isn’t the market, but the way your advice is organized? We sit down with Tim McNeely—“the dental wealth guy,” married to a practicing dentist—to unpack why fragmented guidance from multiple advisors can quietly erode 20 to 30 percent of your net worth over time. Tim shares how coordinating tax, retirement plan design, investment strategy, and legal planning through a single blueprint gives dentists more time, more money, and more confidence.

We dig into the three costly leaks most dentists face: spending hours DIY-ing financial decisions, overpaying in taxes and plan fees, and living with shaky confidence because nothing is tied together. Tim explains how to audit and optimize your qualified plans—401(k)s and cash balance plans—to reduce costs and increase deductions, all while aligning with practice cash flow. He also lays out a pragmatic approach to estate planning, from wills and revocable trusts to beneficiary cleanups and asset protection, so your family and practice are protected if life takes a turn.

Then we reframe wealth management as more than investments. Tim breaks it into investment consulting, advanced planning—wealth enhancement, wealth transfer, wealth protection, and philanthropic giving—and relationship management. That last piece is the general contractor role that gets your CPA, attorney, banker, and plan provider speaking the same language. We close with simple next steps: get into a smart community, request a second opinion, and stress test your current plan the way top family offices do, before the market or a crisis does it for you.

If this conversation helped you see the gaps in your plan, follow the show, share it with a colleague, and leave a quick review. Your feedback helps more dentists find strategies that save time, cut taxes, and turn practice success into lasting personal wealth.

The smoothest dental practice transitions are built long before anyone signs—and they live or die on details most people skip. We sit down with attorney Cecilia Cohen to unpack the real risks in buying or selling a practice and the practical steps that protect your money, your peace of mind, and the goodwill that keeps patients coming back.

Cecilia brings the rare blend of legal precision and owner empathy, forged by launching her own firm and guiding thousands of deals. We dig into buyer and seller fears, then turn them into clear contract language: what “unfinished work” actually means, how to structure fair redo policies, and why representations and warranties are the buyer’s true protection. You’ll hear where contracts usually fall short, how to address patient credits and copays without triggering a mass exodus, and the specific promises a seller should make to reflect the real state of the practice.

Then we spotlight the silent deal-breaker: your lease. From demolition clauses and assignment fees to relocation rights and personal guarantees, we explore the landlord “gotchas” that can undermine a seven-figure purchase. Cecilia shows how early lease review, clear assignment terms, and thoughtful contingencies keep your closing on track. We also look ahead to the rise of multi-location and multi-specialty groups, outlining partner agreements that define decision rights, equity mechanics, and dispute paths so growth doesn’t fracture relationships.

What ties it all together is a collaborative approach that avoids ego battles and preserves goodwill. When both sides feel respected, the seller’s endorsement stays strong, staff retention improves, and patients trust the brand through the handoff. If you’re planning a transition—or simply want to future-proof your practice—this conversation gives you the roadmap. Listen, share with a colleague, and subscribe to get more strategies that protect your practice and your future.

Selling a practice shouldn’t feel like gambling with your life’s work. Trevor from Integrity Practice Sales joins us to pull back the curtain on how values, pre-diligence, and buyer education turn a stressful exit into a confident transition. We talk frankly about inflated valuations, unclear timelines, and why so many deals fall apart late—and how a kinder, more rigorous approach protects your price, your team, and your reputation.

Trevor’s story runs deep: a multigenerational dental family, a company founded to fix a broken brokerage experience, and a pivotal moment where they chose core values—kindness and active listening—over short-term revenue. That decision shapes everything from who they hire to how they prepare listings. Instead of throwing a practice on a site and hoping for a bite, they “make the market”: realistic pricing, full pre-diligence, and equipping buyers to step into ownership with real competence. The payoff is cleaner offers, faster timelines, and matches that honor the seller’s legacy.

We also scan the next five years. Despite years of “silver tsunami” chatter, practice values remain resilient, and owner-operators still win when they level up hours, systems, and patient experience. DSOs aren’t the end of private practice; they’re competition that sharpens strategy. The sweet spot is the emerging group—two to three locations with shared services and smart associates. Scaling isn’t only about EBITDA, either. It can mean more time, less drama, and confidence to take a real vacation. Whether you’re 36 months from exit or gearing up for growth, Trevor outlines practical steps: clean financials, lease clarity, documented production, associate plans, and a buyer fit that protects people as much as price.

If you’re ready to plan a sale without surprises—or to grow in a way that buys you freedom—this conversation will give you the blueprint and the confidence to act. Subscribe, share with a colleague who’s thinking about selling or scaling, and leave a review to tell us what you want us to cover next.