TTS-151 – Wealth Protection: Advanced Planning, Confidence, and Making Your Hard Work Pay Off w/ Tim McNeely Titelbild

TTS-151 – Wealth Protection: Advanced Planning, Confidence, and Making Your Hard Work Pay Off w/ Tim McNeely

TTS-151 – Wealth Protection: Advanced Planning, Confidence, and Making Your Hard Work Pay Off w/ Tim McNeely

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In this episode of The Tooth Sleuth Podcast, Greg Essenmacher sits down with wealth strategist and family office advisor Tim McNeely for a candid, eye-opening conversation about money, complexity, and why building wealth without protecting it often creates more problems than solutions.

Tim shares how many high-performing dental entrepreneurs unknowingly lose 20–30% of their net worth over time due to fragmented advice, siloed advisors, and investment-only thinking. Together, Greg and Tim unpack what true wealth management really means—and why advanced planning, stress testing, and coordination matter just as much as growth.

The conversation also turns deeply personal as Tim shares the moment he and his wife faced a life-altering health scare—and how proper wealth protection allowed him to stay emotionally present instead of financially panicked.

This episode is essential listening for any dentist, owner, or entrepreneur who wants confidence, clarity, and control over their financial future.

Key Topics Covered
  • Why "more money" often creates more complexity

  • Wealth fragmentation and the hidden cost of siloed advisors

  • Investment performance vs. true wealth management

  • Advanced planning and the four pillars of wealth strategy

  • Tax efficiency and keeping more of what you earn

  • Stress testing your financial plan before it's too late

  • Family office models and coordinated advisory teams

  • Protecting income, lifestyle, and legacy

  • Being financially prepared for life's unexpected moments

Key Takeaways

✔ Growth without planning creates risk
✔ Fragmented advice quietly erodes wealth
✔ Advanced planning creates confidence
✔ Protection enables presence during crisis
✔ Wealth should support your life—not complicate it

About the Guest

Tim McNeely is a wealth strategist and family office advisor who helps dental entrepreneurs create more time, more money, and more confidence. He specializes in advanced planning strategies that go beyond investments—focusing on protection, coordination, and long-term outcomes.

Tim is also the author of Dental Wealth Nation, a practical guide for dentists looking to turn income into lasting wealth.

🔗 Website: timmcneely.com
📘 Book: Dental Wealth Nation

About the Host

Greg Essenmacher is the founder of GnA Consult and host of The Tooth Sleuth Podcast, where he explores the business, leadership, and human side of dentistry—helping practices grow with intention, clarity, and sustainability.



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