32. The three financial stages in a dentists’ life and how to “own” them

With Tim McNeely

From fresh-out-of-dental-school to mid-career-earner to aspiring-retiree, each phase of a dentists' career is unique.

Each phase requires a different approach to wealth management (if a dentist plans to thrive in their professional and personal lives).

Picking a winning financial strategy doesn't start with finding the right balance between your 401k and your Roth — according to today's guest.

Instead, it starts with defining your relationship to money: what are your needs, your priorities, and your goals?

Meet our guest

Tim McNeely is a leading advisor to dental entrepreneurs, a Certified Financial Planner and a Certified Investment Management Analyst. He has a passion for helping dentists succeed in all stages of their careers, and is also the host of The Dental Wealth Nation podcast, a best selling author and a keynote speaker.

In this episode

How should young dentists manage their debt and begin the process of building wealth?
What are some common financial mistakes that dentists make?
How financial strategies need to shift as retirement nears?
What are some benchmarks of which mid-career dentists should be mindful?
What can dentists learn from the wealth management strategies of the "super-rich?"

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