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Financial & Operational Mistakes Dentists Make: Part I
Financial & Operational Mistakes Dentists Make View More Episodes:  In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, kicks off a new multi-episode series focused on the most common financial mistakes dentists make in both their personal...  Read More
2025 Q3: State of Dental Industry (ADA Report)
2025 Q3: State of Dental Industry (ADA Report) View More Episodes:  In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and an AI co-host unpack the ADA Health Policy Institute’s Q3 2025 “State of the Dental Economy” report. The data...  Read More
Financial Market Updates - October 2025
Financial Market Updates - October 2025 View More Episodes:  In this episode of The Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at PracticeCFO, talks with Brandon Hobson (Chief Investment Officer) and Paul Lipcius (investment committee member) about what’s happening in...  Read More
Kids on Payroll – A Tax & College Funding Strategy Part 2
Kids on Payroll – A Tax & College Funding Strategy View More Episodes:  In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, continues the discussion on putting your kids on payroll as a smart tax and wealth-building strategy. This time, he...  Read More
Kids on Payroll – A Tax & College Funding Strategy Part 1
A Tax & College Funding Strategy Part 1 View More Episodes:  In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, dives into one of the most powerful  yet often overlooked  tax and wealth-building strategies for dentists: putting your kids on...  Read More
Story Time! – War Stories and Spectacular Deals View More Episodes:  In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, welcomes attorney Justin Morgan, JD, MBA, founder of Morgan Advisory Group, to share real-life “war stories” from...  Read More
Money Well Spent: How Dentists Can Buy Happiness - Part 3
Money Well Spent: How Dentists Can Buy Happiness In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, continues the miniseries on the relationship between money and happiness and what it really means for dental practice owners. Wes begins by...  Read More
Money Well Spent: How Dentists Can Buy Happiness - Part 2
Money Well Spent: How Dentists Can Buy Happiness In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, explores the mindset shifts and habits that separate high-income dentists who struggle financially from those who build lasting wealth and...  Read More
Money Well Spent: How Dentists Can Buy Happiness - Part 1
  Money Well Spent: How Dentists Can Buy Happiness - In this episode of the Dental Boardroom Podcast, host Wess Read, CPA and financial advisor, explores how money impacts happiness, especially for dental practice owners facing financial stress and responsibility. Drawing on landmark studies by...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 11
  Turning Chaos into Financial Freedom - Part 11 In this episode, Wes Read, CPA and financial advisor, highlights a common mistake among dental practice owners: treating financial planning as a one-time task instead of an ongoing cycle. Just like dental hygiene requires regular checkups, financial...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 10
Turning Chaos into Financial Freedom - Part 10 View More Episodes:  In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, shares key financial and tax strategies for dental practice owners. He covers retirement plans (401(k), SEP IRA, Simple IRA, defined benefit/cash balance...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 9
Turning Chaos into Financial Freedom - Part 9 Episodes: Listen on Apple Podcasts In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP® shares a clear roadmap for dental practice owners to turn financial chaos into financial freedom. He discusses building a strong advisory...  Read More
Dental Financial Planning: Practice Capacity and Patient Growth - Part 2
Practice Capacity and Patient Growth - Part 2 View More Episodes:  In this episode of The Dental Boardroom Podcast, host Drew Phillips breaks down how to fully use your dental practice’s provider and facility capacity to drive growth. Building on the last episode, Drew shows how to measure your...  Read More
Dental Financial Planning: Practice Capacity and Patient Growth - Part 1
Practice Capacity and Patient Growth - Part 1 View More Episodes:  In this episode of the Dental Boardroom Podcast, host Drew Phillips breaks down how your dental practice’s calendar is more than just a schedule — it’s your growth engine and valuation tool. This is the first of a two-part deep...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 8
Turning Chaos into Financial Freedom - Part 8 View More Episodes:  Welcome back to the Dental Boardroom series on financial planning for dental practice owners—Turning Financial Chaos into Financial Freedom. In the last two episodes, we focused on the tax side of Phase 3: creating a business...  Read More
Dental Financial Planning Turning Chaos into Financial Freedom - Part 7
Turning Chaos into Financial Freedom - Part 7 View More Episodes:  Welcome back to the Dental Boardroom Podcast with Wes Read, CPA, CFP. In this episode, Wes continues the discussion on financial planning for dentists—specifically the tax side of financial strategy (Part 2). He breaks down why...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 6
Turning Chaos into Financial Freedom - Part 6 View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP, continues his financial planning series for dental practice owners by diving deeper into the concept of break-even levels and the importance of creating a...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 5
Turning Chaos into Financial Freedom - Part 5 View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, continues the series on turning financial chaos into financial freedom for dental practice owners. Building on previous episodes covering team assembly,...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 4
Turning Chaos into Financial Freedom - Part 4 View More Episodes:  Welcome back to another episode of the Dental Boardroom Podcast, where we help dental practice owners break down the world of finance and build a path to financial independence. We’re now entering Phase 3 of our series...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 3
Turning Chaos into Financial Freedom - Part 3 View More Episodes:  Welcome back to The Dental Board Room Podcast! In this episode, we continue our multi-part series on financial planning for dental practice owners. Phase 1 covered building the right financial team. Now in Phase 2, we shift the...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 2
Turning Chaos into Financial Freedom - Part 2 View More Episodes:  Welcome back to The Dental Boardroom Podcast! In this episode, we continue our deep-dive series on financial planning for dental practice owners — turning financial chaos into true financial freedom. Today, host Wes Read, CPA...  Read More
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 1
Turning Chaos into Financial Freedom - Part 1 View More Episodes:  In this kickoff episode of a brand-new series, host Wes Read shares the foundation of financial planning tailored specifically for dental practice owners. Drawing from his widely presented talk, Dental Financial Planning:...  Read More
Is Your Team Stealing From You? What Every Dental Practice Owner Should Know
Is Your Team Stealing From You? View More Episodes:  In this episode, Wes Read dives deep into a topic that keeps many dental practice owners awake at night: embezzlement. Drawing from real-life cases and his years of experience working with dentists, Wes explores how trusted team members can...  Read More
2025 Q2: State of the Dental Industry (ADA Report)
2025 Q2: State of the Dental Industry (ADA Report) View More Episodes:  In this quarter’s deep dive, Wes Read unpacks the latest insights from the ADA Health Policy Institute’s Q2 2025 report—a comprehensive look at the state of the U.S. dental economy. Using AI to summarize key findings, we...  Read More
Embezzlement Prevention Through Dentrec Technology
Embezzlement Prevention Through Dentrec Technology View More Episodes:  In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, is joined by Myles Davis, founder of Dentrec—a platform designed to bring clarity and consistency between dental practice management systems, bank...  Read More
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