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Top financial mistakes most dentists are making [VIDEO]
Tim McNeely, CFP, CIMA, says financial planning and dentistry are more similar than most people probably think. It wasn’t until McNeely married a dentist that he discovered the similarities.
Tim McNeely, CFP, CIMA, says financial planning and dentistry are more similar than most people probably think. It wasn’t until McNeely married a dentist that he discovered the similarities.
“When you show up at the dentist, the first thing they do is take an x-ray, look at your mouth, figure out what your problems and build a treatment plan,” he says.
The method is pretty much the same for financial planning.
The process starts by sitting down, figuring out the dentist's and dental practice’s financial problems and developing a plan of attack to fix them.
Talking with Advanstar Dental Media Content Director Kevin Henry, McNeely says dentists are routinely making mistakes when planning for their retirement and their overall business plan. Two of the major items sabotaging retirement are dentists not working with Certified Financial Planners and getting ripped off by Wall Street.
Watch the interview now to learn more from McNeely:
Timothy J. McNeely CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analysts?
McNeely Financial Strategies LLC
Digital Financial Planning™ for Dentists
18919 Nordhoff St., Suite 6C | Northridge, CA 91324
Call Tim at 818-534-4949 | Toll Free & Fax 855-FIN-XRAY
Securities are offered through
Raymond James Financial Services, Inc. Member FINRA/SIPC
