Podcast/Blog Posts

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How to Protect Assets from Lawsuits: For High-Income Professionals
You’ve spent years building wealth. One lawsuit could wipe it out overnight. That’s not a scare tactic. It’s the reality that business owners, real estate investors, and high-income professionals face every single day. Legal threats are everywhere. A car accident, a malpractice claim, a business...  Read More
How Dental Practices Actually Get to Page 1 on Google (And Why Most Never Do)
Let's get the obvious thing out of the way first. If you've been in practice for more than five years, you've probably been pitched SEO at least once. Maybe more than once. Someone promised you Page 1 rankings, took a monthly retainer, sent you reports full of graphs and activity summaries, and six...  Read More
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
How to get chosen by patients online (step by step guide)
Read this slowly: The hardest-to-find dentist works the hardest for every patient. The dentist everyone finds first gets to pick who they work with, what they charge, and how full their schedule is.   The first step to being chosen online is being found online.   Getting found on Google as a...  Read More
Mega Backdoor Roth: What It Is and How It Works
If you’re a high-income earner, there’s a good chance you’ve already hit the income limits on a regular Roth IRA and written it off as something that’s just not available to you. I get it. That’s what most of us were told. But there’s a strategy called the mega backdoor Roth that lets you funnel...  Read More
Stop Letting Taxes Surprise Your Dental Practice
Dental tax planning is one of the most overlooked areas in private practice, yet it has one of the biggest impacts on how profitable and predictable your business actually feels. Many dentists are producing well, collecting consistently, and still feeling frustrated at the end of the year. The...  Read More
Scale Your Dental Practice AND Reduce Overhead
Re-releasing a DAT listener favorite! Chris Sands and Brent Saunier are on the podcast to talk about the hottest topics in the dental accounting world. Founding partners of Pro-Fi 20/20, these dental CPAs chat with Kiera about how to reduce overhead and expand the number of patients coming in,...  Read More
How to ensure patients who visit your website book
Ranking high on Google Maps isn’t enough to attract new patients. While it helps, your website is key for cautious patients seeking more information. Many dental websites treat conversion as an afterthought, just adding a phone number and a “contact us” form. To convert patients, you need to know...  Read More
The Bryan Laskin Podcast Episode 190: The 3 Biggest Risks Facing DSOs Right Now
Dentistry is entering a new reality for DSOs and group practices. Growth alone isn’t the strategy anymore. Leaders today have to manage enterprise risk, operational consistency, and long-term valuation. Dr. Bryan Laskin shares a powerful leadership framework from his mentor Dan Sullivan called...  Read More
How Dental Practice get more Google reviews in 2026
Are you trying to attract new patients to your practice? Want to look more established on Google? You’re in luck! I’ll share a highly effective method that successful dental practices use to gain new patients. Among the signals Google checks for local rankings, Google reviews are the most powerful...  Read More
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 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
Coast FIRE: How to Reach Financial Independence Early
You’ve been saving aggressively for years, maxing out retirement accounts and watching your investment portfolio grow. Traditional FIRE tells you to save 50-70% of your income until you hit full financial independence (FI). That works for some people, but it often means years of extreme frugality...  Read More
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 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
The Overhead Problem Many Dental Practices Ignore
Why Dental Practice Overhead Matters Many dentists work incredibly hard and still feel like the financial results do not match the effort. Production may be strong, the schedule may be full, and patients may be saying yes to treatment. Yet when the month ends, the cash available to the doctor...  Read More
How to Drop Your Overhead FAST
This one’s for the business owners out there! Kiera discusses all things overhead — what’s normal, what’s high, how to lower it, and what overhead even means in the first place. She then goes into specific tips of what it takes to lower that overhead quickly and responsibly. Episode resources: ...  Read More
What Is Considered Rich in America? Net Worth & Income
Everyone has a number in their head, but most people are guessing when it comes to defining wealth. Ask ten people what being wealthy means, and you’ll get ten different answers. Some think it’s about making a certain salary (like I used to do after graduating from dental school). Others focus on...  Read More
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
What Is the 4% Rule in Retirement? Does It Still Work?
You’ve spent decades building your retirement savings, and now you’re facing the question that keeps many high-income professionals awake at night. How much can you actually withdraw each year without running out of money? The financial planning world has debated this for years, but one guideline...  Read More
Private Equity In Dentistry: How DSOs Impact Dentists
As a periodontist, I’ve noticed the number of dental practices being acquired by private equity over the last decade. These firms have invested billions in the dental industry, and the landscape has changed completely from when I opened my doors 20+ years ago. What used to be a profession dominated...  Read More
Mobile Home Parks: The Investment Your Portfolio Needs
 isn’t what most high-income professionals picture when they think about building wealth through real estate. You’ve probably driven past these properties without a second glance. The stereotypical images of run-down trailer parks don’t exactly scream “smart investment.” That said, the financial...  Read More
Dividend vs Growth Stocks: Which Strategy Fits You?
Dividend vs growth stocks is one of the biggest decisions investors face when building an investment portfolio. I know this firsthand. For most of my career as a periodontist, my entire stock portfolio was 100% growth-focused. Like many high-income professionals, I simply followed the traditional...  Read More
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