Latest / Provide: The Path to Owning It
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? Tim McNeely is a leading advisor to dental entrepreneurs, a Certified Financial Planner…
The skinny
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