Financial Planning for Business Owners: Insights from Jacob Tolley, Jim Gray and Tom McCuiston

In this episode, recorded live at the North Carolina Dental Society Annual Session, host Duncan Jennings chats with Jacob Tolley, founder of the Tolley Financial Group, Jim Gray, comptroller at Total Medical Compliance, and Tom McCuiston, managing partner at McCuiston Law Offices, PLLC. The conversation centers around financial planning for business owners, focusing on optimizing 401k and cash balance plans, prioritizing pre-tax strategies, and emphasizing the importance of financial management, auditing, tax planning, retirement savings, and succession planning.

The Insightful Dentist podcast is produced by Association Briefings.