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What Are Your Biggest Financial Concerns?
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s why it makes sense to have great clarity about the specific financial issues and concerns that are most important to you and the people you care...  Read More
You Can Make It, But Can You Keep It? with Wesley Sierk
P.S. Have you gotten a copy of "Dental Wealth Nation" yet? This must-read book is available for purchase on Amazon, or I'll send you a free copy – just pay for shipping!  Get your book  and embark on your journey to dental wealth success.   Read More
0081 Unlocking Dental Practice Success: Insights on Buying vs. Building from Michael Dinsio
Welcome back to another exciting episode of The Dental Wealth Nation Show! In today's episode, titled "Buy or Build, which is right for you?", we have a special guest joining us. Please give a warm welcome to Michael Dinsio, a dental practice broker with a wealth of knowledge and experience in...  Read More
When Financial Uncertainty Rears Its Ugly Head
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster that wrecks your property may cause significant distress that puts your financial future in question. And while having significant savings or an extensive...  Read More
Discover the secret to building serious wealth and reaching your financial goals with our research-backed Billionaire Money Rules! ?? In this video, we share the key attitudes and strategies that self-made billionaires adopt to achieve and sustain their wealth. ?? As a dentist, you're the CEO of...  Read More
The Ultimate Guide to Building Dental Wealth & Leaving a Lasting Legacy | Dental Wealth Nation
Want to build true wealth and leave a lasting impact in your dental practice? Check out the #1 best-selling book, Dental Wealth Nation: Seven steps to decrease taxes, increase impact, and leave a thriving legacy! Written by financial expert Tim McNeely, this book gives you the tools you need to...  Read More
Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at a place where you’re both happy? Consider that spouses report higher relationship quality and stability when they feel they are both involved in financial...  Read More
Do You Need a Personal Umbrella Policy?
One night, your son borrows your car to go out with friends. While speeding down a road, he loses control—killing one passenger and seriously injuring two others. What would happen to your finances if you were sued by the families of the victims? Or what if your dog is provoked by a stranger on...  Read More
Three Key Elements of Smart Estate Planning
It’s likely that you expect to use your assets to give your family a good life in the here and now—things like travel and college tuition. But have you thought nearly as much about positioning your assets so they’re ready and able to help the people you love after you’re gone? Even if you have...  Read More
When Is an Advisor an Elite Wealth Manager?
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For others, the use of the term is essentially a marketing strategy. It’s up to you to decide whether a financial professional you are...  Read More
Six Keys to Optimizing Your Health, Longevity and Well-Being
It’s pretty safe to say that everyone wants to experience optimal health. It’s also pretty safe to say that most of us know the steps we should be taking to enjoy those benefits—but that we too often don’t bother.  Enter Shawn Wells, a leading nutritional biochemist and dietitian. His book, The...  Read More
Smart Money Moves to Make While You’re Still Mentally Sharp
As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in our best interests.  Commonly, people experience a degradation of financial decision-making abilities and “mental sharpness” beginning sometime in their 60s or...  Read More
Safeguarding Assets from an Ex-Spouse
Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding—be it yours or that of a child or grandchild—could impact both your current wealth and your wealth planning goals. Too often, one or both...  Read More
Wealth Planning for Age 90, 100—and Beyond
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why We Don’t Have To—even proffer that “there is no biological limit, no law that says we must...  Read More
A Wealth Planning Process for Pursuing Success On Purpose
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles stand—or could stand—in your way. Why? Success—in investing, in business, in life—rarely happens by accident. When you’re clear-eyed about where you want to go and...  Read More
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason: After all, you’re probably more likely to consider working with people in just about any capacity who say that they will make the experience “all about you.”  ...  Read More
Do You Know Your High-Net-Worth Personality?
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why.  In fact, we’ve...  Read More
Financial Planning for a Special Needs Child
Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can look more like mountains and the potholes can feel more like bottomless pits.  That’s especially true when it comes to paying for the many expenses...  Read More
0074 Dental Office Efficiency Made Easy: How to Boost Revenue with Curtis Marshall
Welcome to The Dental Wealth Nation Show, where we dive deep into the world of dentistry, uncovering strategies to analyze everything, automate your day, find hidden revenue, and fill your schedule without losing your mind. In this episode, our hosts, The Intro Guy and Tim McNeely, are joined by...  Read More
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Who or what do you turn to for most financial advice regarding your practice?
  
Sally Gross, Member Services Specialist
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Email: sally@farranmedia.com
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