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The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.
The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.
I believe you deserve a simple and elegant strategic exit.
Blog By:
Timothy J McNeely CFP CIMA
Timothy J McNeely CFP CIMA

Displaying 151-175 of 180
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Here’s Why You May Need to Update Your Estate Plan
Posted 11/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 14
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
Categories: Financial Planning and Investments
The Super Rich’s Three Big Fears—and How They Work to Overcome Them
Posted 10/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 15
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
Categories: Financial Planning and Investments
Playing the Long Game to Build Wealth and Success
Posted 9/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 6
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
Categories: Financial Planning and Investments
Four Ways the Super Rich Manage Their Wealth
Posted 8/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 10
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
Categories: Financial Planning and Investments
Work Smarter—Not Harder
Posted 7/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 20
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
Categories: Financial Planning and Investments
Estate Planning: Don’t Forget Your Pet!
Posted 6/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 15
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
Categories: Financial Planning and Investments
Three Questions to Answer Before You Purchase Life Insurance
Posted 5/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 12
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
Categories: Financial Planning and Investments
The Power of Charitable Remainder Trusts
Posted 4/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 13
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
Categories: Financial Planning and Investments
Elite Wealth Planning—What It Is and Why It Matters
Posted 3/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 30
Elite Wealth Planning—What It Is and Why It Matters
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success.  With that in mind, here’s a closer look at just what elite wealth planning is—how it works and how it can...  Read More
Categories: Financial Planning and Investments
Sudden Wealth: What Should You Do If You Strike It Rich?
Posted 2/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 8
Sudden Wealth: What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do?  Sudden wealth isn’t a common or reliable way to get rich, but it can and does happen. Some big drivers of sudden wealth include:  ·   Receiving a substantial inheritance  ·   Getting a major settlement in a divorce...  Read More
Categories: Financial Planning and Investments
Qualified Opportunity Funds
Posted 1/1/2019 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 10
Qualified Opportunity Funds
The latest way to do well by doing good Impact investing—using wealth to create positive change in the world while also benefiting financially—has become increasingly popular, as the idea of “doing well by doing good” has gained traction among investors. Now there’s a new type of impact...  Read More
Categories: Financial Planning and Investments
Here’s Why You Need a ‘Business Plan’ for Your Family
Posted 12/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 13
Here’s Why You Need a ‘Business Plan’ for Your Family
When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families.  Your family may not be a business, but...  Read More
Categories: Financial Planning and Investments
The Value of Multigenerational Family Meetings
Posted 11/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 13
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony.  The fact is, family wealth—how it’s...  Read More
Categories: Financial Planning and Investments
The Importance of Personal Umbrella Policies
Posted 10/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 12
The Importance of Personal Umbrella Policies
What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others?  How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of...  Read More
Categories: Financial Planning and Investments
A Common Sense Guide to Heart Health
Posted 9/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 16
A Common Sense Guide to Heart Health
It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen?  Few would argue that, to live...  Read More
Categories: Financial Planning and Investments
Insightful Questions That Can Ramp Up Your Success
Posted 8/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 7
Insightful Questions That Can Ramp Up Your Success
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that...  Read More
Categories: Financial Planning and Investments
Smart Ways to Take Control of a Trust
Posted 7/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 7
Smart Ways to Take Control of a Trust
Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago.  Trouble is, too many families relinquish more control...  Read More
Categories: Financial Planning and Investments
What to Do When Your Doctor Has Bad News
Posted 6/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 15
What to Do When Your Doctor Has Bad News
It’s what no one ever wants to hear: “The test results have come back positive.”  And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That means you have two choices:  • Wish and...  Read More
Categories: Financial Planning and Investments
It’s Time to Get Serious About Your Happiness
Posted 5/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 19
It’s Time to Get Serious About Your Happiness
There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized.  Taking time to examine the choices you make in your life and work each day and over the long term to make sure they are...  Read More
Categories: Financial Planning and Investments
Savvy Negotiating: To Get the Moon, ask for the Stars
Posted 4/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 19
Savvy Negotiating: To Get the Moon, ask for the Stars
One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally, everyone walks away from a negotiation feeling good about the outcome—a win-win scenario. But ultimately, to be...  Read More
Categories: Financial Planning and Investments
Five Big Mistakes Executors Make—and How to Avoid Them
Posted 3/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 13
Five Big Mistakes Executors Make—and How to Avoid Them
Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity.  But it’s also a major responsibility that can quickly become a burden if you aren’t set up to...  Read More
Categories: Financial Planning and Investments
The Super Rich Stress Test Their Financial Plans— and So Should You!
Posted 2/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 13
The Super Rich Stress Test Their Financial Plans— and So Should You!
The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art as well as in line with their needs and wants,...  Read More
Categories: Financial Planning and Investments
Want to Promote Family Entrepreneurship? Consider a Family Bank
Posted 1/1/2018 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 12
Want to Promote Family Entrepreneurship? Consider a Family Bank
A key objective among many single-family offices serving Super Rich families (those with a net worth of at least $500 million) is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies.  With that in mind, the Super Rich are...  Read More
Categories: Financial Planning and Investments
Three “Spy Secrets” That Can Protect You, Your Family and Your Business
Posted 12/1/2017 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 6
Three “Spy Secrets” That Can Protect You, Your Family and Your Business
Imagine yourself in a vintage tuxedo, sipping a “shaken, not stirred” martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent World War III.   Okay—that’s almost certainly never going to...  Read More
Categories: Financial Planning and Investments
Will’s and Trusts
Posted 11/1/2017 by Timothy J McNeely CFP CIMA in The Dental Wealth Nation Show - Plan a Strategic Exit to Protect Your Financial Future.   |  Comments: 0  |   Views: 7
Will’s and Trusts
The foundations of your rock-solid estate plan For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your...  Read More
Categories: Financial Planning and Investments
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