Dental Wealth Nation - Stop Wasting Your Time with Ordinary Advice - Get Lessons from the Super Rich
Dental Wealth Nation - Stop Wasting Your Time with Ordinary Advice - Get Lessons from the Super Rich
Many dentalpreneurs are wasting time relaying on ordinary advice from ordinary advisors. I help you implement lessons from the Super Rich so you can reclaim your time and live an amazing life of significance.
Timothy J McNeely CFP CIMA

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0017 The Rise of the Single-Family Office—and What That Means for You
As more single-family offices are created, their benefits and advantages are becoming more commonly available to a broader range of affluent dentists and dental entrepreneurs.  That could spell an opportunity for you. If you want a copy of the special report, just DM me.  Read More
The Many Benefits of Building a Family Brand
Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered what our family’s culture is all about—what we and our closest loved ones stand for as a unit. That means we may be missing a great opportunity to apply...  Read More
Boost Your Efficiency and Effectiveness—at Work, at Home and in the World
Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed. The good news: It can be easier than you might think to increase your overall effectiveness and efficiency. For advice,...  Read More
You Need a Cohesive Wealth Management Team. Here’s Why.
  Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management...  Read More
Best Practices for Successfully Working from Home
The number of at-home workers has skyrocketed this year as the novel coronavirus caused companies across the country to temporarily lock their doors.  As a result, some business experts are suggesting that remote working—already a well- established trend—will become an increasingly common way...  Read More
The Super Rich often work with a broad range of professionals to help them manage their financial lives. It might be smart for you to do the same. Here’s why, and what t look for when you need help from a specialized expert.      Read More
Choosing an Executor for Your Estate
  Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die.  The good news: You can make that moment easier on your heirs by taking a few simple steps.  One of the best ways, financially, to prepare now for that time is to choose a person...  Read More
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being.  But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert”...  Read More
Preparing Heirs for Their Inheritance
Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s key stumbling blocks are no longer in their paths.   That said, an inheritance doesn’t automatically...  Read More
The Importance of Stress Testing Your Wealth Strategies
The Importance of Stress Testing Your Wealth Strategies When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that...  Read More
Reclaim Your Work-Life Balance
Finding the right work-life balance The “work first, life second” mantra guides far too many of us these days—from driven entrepreneurs to ladder-climbing professionals to over committed parents. One result: little to no time for family, friends, spouses, self-care and other vital parts of living...  Read More
The Four Types of Financial Advisors/ Which One Should You Work With?
Which one should you work with? We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people pay attention to the...  Read More
The Importance of Family Governance
Keeping family wealth and relationships in good shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending,...  Read More
How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you—or your elderly parents—might require new types of never-before-needed...  Read More
Don’t Leap Before You Look!
The powerful benefits of thoughtful action   When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward.   These reflexively gut-driven responses are often rewarded by our culture, which...  Read More
Charitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world.   Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible...  Read More
Here’s Why You May Need to Update Your Estate Plan
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.  The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage...  Read More
The Super Rich’s Three Big Fears—and How They Work to Overcome Them
Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears.  What’s more, they often share many of the same worries the rest of us have.  But there is one difference. In our experience working with the Super Rich—people with a...  Read More
Playing the Long Game to Build Wealth and Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.  The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage...  Read More
Four Ways the Super Rich Manage Their Wealth
The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove of knowledge, insights and actionable strategies that the rest of us can adopt in our own lives to enhance our success.  Here are four ways the...  Read More
Work Smarter—Not Harder
Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home, and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not alone.  The good news:...  Read More
Estate Planning: Don’t Forget Your Pet!
If you are part of the 68 percent of U.S. households that own a pet 1 , you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the family dog, cat, horse...  Read More
Three Questions to Answer Before You Purchase Life Insurance
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the insurance company pays out in the event of the insured’s death.  But navigating the...  Read More
The Power of Charitable Remainder Trusts
Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the...  Read More
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