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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
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: 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
Dental Leadership: Hiring Smarter, Paying Better, and Embracing AI with Kiera Dent
Dental Leadership View More Episodes:  In this episode of The Dental Boardroom, host Wes Read CPA and CFP welcomes special guest Kiera Dent, founder of The Dental A-Team, for a rich, unscripted conversation about what it takes to run a thriving dental practice in 2025. Kiera opens up about her...  Read More
Built to Lead: From $450K to $3.2M and the Power of Intentional Ownership
Built to Lead: From $450K to $3.2M View More Episodes:    From associate to multi-million dollar practice owner and now dental consultant, Dr. Megan Shelton joins Wes Read, CPA, CFP®, and Paul on this powerful episode of the Dental Boardroom Podcast to share the mindset, strategy, and systems...  Read More
The Big Beautiful Bill: Proposed Tax Changes That Might Affect You
Proposed Tax Changes That Might Affect You View More Episodes:  In this episode of the Dental Boardroom Podcast, Wes Read, CPA and CFP, breaks down the key elements of the newly passed House tax bill—H.R.1, also called the “One Big, Beautiful Bill Act.” While it still faces an uncertain path in...  Read More
Making the FFS Leap with Dr. Anissa Broussard
Making the FFS Leap with Dr. Anissa Broussard View More Episodes:   Many dentists feel trapped in the PPO system—working long hours, doing more dentistry, and still questioning, “Where’s the money going?” In this episode of The Dental Boardroom Podcast, Wes Read, CPA and CFP, talks with Dr....  Read More
PracticeCFO: Financial Markets Update
PracticeCFO: Financial Markets Update View More Episodes:  Wes Read, CPA and CFP, returns from the CDA Convention in Anaheim and sits down with Practice CFO’s lead CFO advisor, Paul Lipcius, and head of investments, Brandon Hobson, for an in-depth conversation on the current state of the economy...  Read More
A Second Location: Should You Buy or Start Up One
A Second Location: Should You Buy or Start Up One View More Episodes:  Welcome back to The Dental Boardroom Podcast! Wes Read CPA, CFP dives deep into a critical and often misunderstood topic among dental practice owners: Should you buy or open a second location? Wes breaks down the real...  Read More
EBITDA: Everything You Need to Know About It
EBITDA: Everything You Need to Know About It View More Episodes:    In this episode, Wes Read CPA, CFP and founder of PracticeCFO dives into one of the most important financial terms in dentistry: EBITDA. Whether you're planning to sell your practice or simply want to manage it better,...  Read More
The Economics Between In-Network vs. FFS Fee Models
The Economics Between In-Network vs. FFS Fee Model View More Episodes:  In this insightful episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP and founder of Practice CFO, breaks down the real financial impact of staying in-network with PPOs versus transitioning to a fee-for-service...  Read More
10 Questions to Ask Your CPA Each Year
10 Questions to Ask Your CPA Each Year View More Episodes:  Welcome back to The Dental Boardroom Podcast with Wes Read! In today's episode, we're pivoting from last week's discussion about reviewing your own financial statements to a powerful new focus: the 10 critical questions you should be...  Read More
The PTE Tax Deduction: DON'T MISS OUT! The
The PTE Tax Deduction View More Episodes:  If you're a dental practice owner in a state with state-level income taxes—this episode is for you. Host Wes Read dives deep into the Pass-Through Entity (PTE) Tax Election, a tax-saving strategy that can turn your state tax payments into a federal tax...  Read More
10 Questions to Ask Yourself When Reviewing Your Monthly Financial Statements
10 Questions to Ask Yourself View More Episodes:  Welcome back to The Dental Boardroom Podcast with Wes Read. In this follow-up to our previous episode on structuring your Profit & Loss (P&L) statement, we dive deeper into the how of using your financials strategically. This episode walks...  Read More
Your Practice in Numbers: Mastering the Profit & Loss Statement
Mastering the Profit & Loss Statement View More Episodes:  In this episode with Wes Read CPA, CFP and founder of PracticeCFO, explore a topic that is absolutely foundational to the financial success of your dental practice—your financial statements. Host [Your Name] (or "I") breaks down the...  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
Credit Score What Dentists Need to Know
Credit Score What Dentists Need to Know View More Episodes:  Your credit score may not seem like a daily concern, but as a dentist, managing debt is an unavoidable reality. Whether it's student loans, a practice acquisition, or buying a home, your credit score can be the deciding factor in...  Read More
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