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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: 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
Financial Market Update: Key Events Shaping Your Portfolio in 2025
Key Events Shaping Your Portfolio in 2025 View More Episodes:  In this quarterly market update, Wes Read is joined by Chief Investment Officer Brandon Hobson and investment committee member Paul Lipcius to unpack the swirling forces shaping the markets in mid-2025. From geopolitical tensions...  Read More
New Tax Rules Just Passed—Here’s What Dentists Need to Know
New Tax Rules Just Passed — Dentists Need to know View More Episodes:  In this important episode, Wes Read walks dental and healthcare practice owners through the major tax provisions of the sweeping “One Big Beautiful Bill,” passed just before July 4th. This landmark legislation includes...  Read More
AI in Dentistry: How AI Is Redefining Dental Marketing with Adrian Lefler of My Social Practice
How AI Is Redefining Dental Marketing with Adrian View More Episodes:  In this episode of The Dental Boardroom, host Drew Phillips sits down with Adrian Lefler, Co-Founder and CEO of My Social Practice. Adrian has been helping dental practices master digital marketing since 2009—long before...  Read More
AI in Dentistry: How NexHealth Is Automating the Patient Experience
How NexHealth Is Automating the Patient Experience View More Episodes:  In this insightful episode, Drew Phillips continues the special series on AI in Dentistry with a deep dive into how Next Health is helping practices modernize patient experiences. Kyle Johnson shares his journey from...  Read More
AI in Dentistry: How Pearl AI Is Enhancing Diagnosis and Case
How Pearl AI Is Enhancing Diagnosis and Case View More Episodes:  In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP, and owner of Practice CFO, sits down with Mike Buckner from Pearl AI—one of the frontrunners in AI-powered clinical analysis for dentistry. Together, they...  Read More
AI in Dentistry: Insurance Verification with Vivek Kinra with Verrific
Insurance Verification with Vivek Kinra and Verrif In this eye-opening episode, host Wes Read, CPA, CFP welcomes Vivek Kinra, founder and CEO of Verific, for an in-depth conversation about artificial intelligence in dentistry. The discussion starts off unscripted and fresh, as Vivek shares his...  Read More
AI in Dentistry: Radiograph Analysis and Case Presentation with Overjet Founder Dr. Wardah Inam
  Radiograph Analysis with Dr. Wardah Inam View More Episodes:  In this episode of the Dental Board Room Podcast, Wes Read CPA, CFP, continues AI in Dentistry series with a very special guest, Dr. Wardah Inam, founder and CEO of Overjet AI. With a background from MIT and Harvard, Dr. Wardah Inam...  Read More
AI in Dentistry: Front Desk Automation with FOJI.io Founder Mitch Hersche
Front Desk Automation with FOJI.io View More Episodes:  In this thought-provoking episode of The Dental Boardroom, host Wes Read CPA and CFP continues his AI in Dentistry series by diving deep into one of the most transformative technologies shaping dental practices today—AI agents. Wes welcomes...  Read More
AI in Dentistry: AI's Analysis of the ADA AI Whitepaper
AI Analysis of the ADA AI Whitepaper View More Episodes:  Welcome to another episode in our special AI in Dentistry series! As AI technologies rapidly evolve, so does their impact on dental practices — clinically, administratively, and technologically. Today, we’re doing something a little...  Read More
AI in Dentistry: A General Overview of AI in Dental Practice
A General Overview of AI in Dental Practice View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, kicks off an exciting new series titled "AI in Dentistry." As artificial intelligence reshapes industries worldwide, Wes explores how dental practices can harness...  Read More
From Conversation to Commitment: How Communication Drives Case Acceptance
How Communication Drives Case Acceptance View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, sits down with Dr. Bob Marcus to unpack one of the most critical and misunderstood challenges in dentistry: case acceptance. Dr. Marcus—seasoned clinician,...  Read More
The ERC (Employee Retention Credit): Key Updates
The ERC (Employee Retention Credit) View More Episodes:  In this episode of The Dental Boardroom Podcast, Wes Read CPA, CFP, founder of a dental CPA and financial planning firm, dives deep into the Employee Retention Credit (ERC)—what it was, how it worked, and the lingering tax implications...  Read More
Top 10 Mistakes When Selling Your Dental Practice
Top 10 Mistakes When Selling Your Dental Practice View More Episodes:  Selling a dental practice is one of the biggest financial decisions in a dentist’s life—and it’s easy to make costly mistakes. In this episode, Brian Hanks sits down with Wes Read, CPA and founder of PracticeCFO, to break...  Read More
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