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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
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
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
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
The Most Overlooked Tax Mistake in Dentistry: Excess Distributions
The Most Overlooked Tax Mistake in Dentistry View More Episodes:  In this episode, Wes Read CPA, CFP breaks down several key financial concepts that every dental practice owner should understand. He explains the importance of choosing the right entity structure—whether it's an S Corporation,...  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
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