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The Richest Dentist You Know Isn't the Wealthiest
In this episode, Wes Read continues his deep-dive review of The Five Types of Wealth by Sahil Bloom, a book that profoundly influenced his thinking as a financial planner who has spent his career helping dentists build meaningful lives through their practices. Wes covers the book’s preface and...  Read More
30 Dinners Left: Why Money Isn't Wealth
View More Episodes:  Most dentists are hitting their financial goals and still feel like something is missing. In this episode, Wes Read (CPA, CFP, and founder of Practice CFO) steps back from the balance sheet to ask a bigger question: what does wealth actually mean? Kicking off a new...  Read More
Build the Practice or Build the Life? The Reinvestment Decision Every Dentist Faces
The Reinvestment Decision Every Dentist Faces View More Episodes:  One of the most persistent tensions in dental practice ownership is deceptively simple: should you reinvest surplus cash back into the practice, or distribute it to yourself? In this executive roundtable, Wes, Michael, and Megan...  Read More
2026 Q1 Financial Market Update
2026 Q1 Financial Market Update In this episode, host Wes Read uses an AI-generated summary of the American Dental Association Health Policy Institute's Q1 2026 State of the US Dental Economy report to unpack what's really happening inside your local dental clinic — and why it's a surprisingly...  Read More
The Hidden Ceiling: How Doctors Cap Their Own Practice Growth
How Doctors Cap Their Own Practice Growth Most dentists are brilliant clinicians, but somewhere between $1M and $3M in collections, growth stalls. Not because of skill, not because of ambition, but because every decision still runs through the doctor. In this Executive Session, Wes sits down...  Read More
Cost Segregation Tax Strategy for Dentists - Part 5
Cost Segregation Tax Strategy for Dentists Part 5 View More Episodes:  The final episode of the cost segregation series. Wes covers the grouping election, the one tax election that determines whether building losses can offset practice income or get suspended indefinitely. Includes the...  Read More
Cost Segregation Tax Strategy for Dentists - Part 4
Cost Segregation Tax Strategy for Dentists Part 4 View More Episodes:  In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, delves into the advanced mechanics of cost segregation and how dentists can use it strategically to optimize long-term...  Read More
Cost Segregation Tax Strategy for Dentists - Part 3
Cost Segregation Tax Strategy for Dentists Part 3 View More Episodes:    In Part 3 of the Cost Segregation series, Wes Read shifts from theory to execution. He walks through the five concrete implementation steps every dentist must follow to set up the strategy correctly, runs a detailed...  Read More
Cost Segregation Tax Strategy for Dentists: Part 2
Cost Segregation Tax Strategy for Dentists: Part 2 View More Episodes: In Part 2 of this series, Wes Read builds on the cost segregation foundation from Part 1 to cover the critical structural decisions every building-owning dentist must get right. He opens with a firm warning against holding...  Read More
Cost Segregation Tax Strategy for Dentists - Part 1
Cost Segregation Tax Strategy for Dentists Part 1 View More Episodes:  In this episode, Wes Read walks dentists through one of the most powerful and underutilized tax strategies available to building-owning dental professionals: cost segregation. With a focus on education and practical...  Read More
Why Your Marketing Campaigns are Falling Flat
Why Your Marketing Campaigns are Falling Flat View More Episodes:    In this executive session of The Dental Boardroom Podcast, Wes Read is joined by Michael Anderson (Wondrous) and Megan Shelton (Shelton Solutions) to break down one of the most misunderstood drivers of practice growth: marketing...  Read More
2026 Q1 Financial Market Update: Iran and Your Investment Portfolio
2026 Q1 Financial Market Update View More Episodes:  In this Episode  of Dental BoardRoom Podcast, host Wes Read sits down with Brandon and Paul to break down the biggest forces currently shaping the market, from geopolitical tensions with Iran to Federal Reserve policy and overall stock market...  Read More
Who Owns Dentistry
Who Owns Dentistry View More Episodes:  In this episode of the Dental Boardroom Podcast, Wes Read continues his analysis of the ADA Health Policy Institute 2024 study, focusing on one of the biggest shifts in modern dentistry who actually owns the industry today. This episode dives deep into...  Read More
Is Dentistry Struggling?
Is Dentistry Struggling? View More Episodes:  In this episode of The Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, breaks down fresh data from the ADA Health Policy Institute (2024–2025) to uncover what’s really happening inside the dental industry. While...  Read More
Strategy, AI, and the Future of Dental Education
Strategy, AI, and the Future of Dental Education View More Episodes:    In this episode of The Dental Boardroom Podcast, host Wes Read talks with Matt Coggin about how dental education is evolving in today’s fast-changing healthcare landscape. They explore how dentists can stay competitive...  Read More
Six Mistakes that Can Lead to Operational Misery
Six Mistakes that Can Lead to Operational Misery View More Episodes:  In this episode of the Dental Boardroom Podcast, Wes Reed dives into some of the most common and costly business and practice management mistakes dentists make. Drawing from years of experience working with hundreds of dental...  Read More
The Executive Session – Scaling Without Utter Chaos
The Executive Session – Scaling Without Utter Chao View More Episodes:    In this episode of The Dental Boardroom Podcast, host Wes Read is joined by Megan Shelton (Shelton Solutions) and Michael Anderson (co-founder of Wondrous) for an in-depth executive session focused on one of the most...  Read More
Q4: State of Dental Industry (ADA Report)
Q4: State of Dental Industry (ADA Report) View More Episodes:  In this episode of The Dental Boardroom Podcast, we take a deep dive into the Q4 2025 State of the U.S. Dental Economy Report from the ADA’s Health Policy Institute to understand where dentistry stands heading into 2026. Using...  Read More
Financial Mistakes – Retirement and Investments
Financial Mistakes – Retirement and Investments View More Episodes:  In this episode, Wes Reed continues his series on common financial mistakes dentists make, focusing on retirement planning and investing. He explains how poor decisions around 401(k) plans, defined benefit plans, debt...  Read More
Financial Mistakes: Tax Gaps, Pt. 2
Financial Mistakes: Tax Gaps, Pt. 2 View More Episodes:  In this episode of the Dental Boardroom Podcast, the host Wes Read continues the series on common financial mistakes dentists make, this time focusing on retirement and investing. The discussion breaks down how dentists often lose money...  Read More
The Executive Session – Redefining Success in Modern Dental Practices
Redefining Success in Modern Dental Practices View More Episodes:  In this episode of the Dental Boardroom Podcast, host Wes Reed introduces a brand-new subseries called The Executive Session. This interdisciplinary series brings together experts in finance, marketing, and practice management to...  Read More
Financial Mistakes - Tax Planning Gaps
Financial Mistakes - Tax Planning Gaps View More Episodes:  In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO continues his series on common financial mistakes dentists make, this time focusing on tax planning gaps. Wes explains why many...  Read More
2025 Q4 Financial Market Update
2025 Q4 Financial Market Update View More Episodes:    In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, is joined by Brandon Hobson and Paul for their quarterly deep dive into the stock market, global economy, and what dentists and...  Read More
Finding the Right Dental Practice with Chris Marshall
Finding the Right Dental Practice with Chris Marsh View More Episodes:  In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and Chris Marshall break down some of the most important warning signs dentists should watch out for when evaluating...  Read More
The State of Dentistry with Howard Farran, Founder of Dentaltown - Part 2
The State of Dentistry with Howard Farran - Part 2 View More Episodes:    In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and Dr. Howard Farran, Founder of Dentaltown, delve into the evolving landscape of dental ownership from the rise of...  Read More
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