Episodes
-
168: Discount or Offer: Which One Is Building Your Practice?
Participants: Wes Read, host, PracticeCFO Michael Anderson, dental marketing and brand advisor who works with practices on defining and showing value. Megan Shelton, dentist and practice operations advisor focused on patient experience and retention systems. Duration: 41 minutes A DSO opens down...
-
167: Year-End Tax Planning: Sticking the Landing
Wes Read, host, Practice CFO Duration: 44 minutes A solo walkthrough of the year-end tax planning work that must be finished by December 31st, built around the idea that a strong year of planning only counts if the final execution lands. Wes covers what locks in at year end, the internal…
more -
166: Dropping PPOs: The PPO Squeeze
Participants: Wes Read, host, PracticeCFO Megan Shelton, a practice management consultant specializing in dentistry who previously owned and sold her own dental practice Michael Anderson, a dental marketing consultant with 13 years in the industry Duration: 60 minutes Reimbursement is flat while...
-
165: Private Practice Isn't Dead
Participants: Wes Read, host, Practice CFO and Practice Orbit Jared Bergquist, a licensed business and commercial real estate broker in Nevada who runs his own brokerage selling dental practices and handling dental real estate across Nevada, Utah, and Arizona Duration: 57 minutes A broker and a…
more -
164: Investing in the AI IPO Boom: SpaceX, OpenAI, and Anthropic
Participants: Wes Read, host, PracticeCFO Paul Lipcius, CFO advisor at PracticeCFO, a CPA and Series 65 investment advisor focused on higher net worth clients and capital markets Howard Farran, host of Dentaltown, who interviews Wes and Paul in this crossover episode Duration: 71 minutes With...
-
163: The Q2 2026 Dental Economy: The Fiscal Squeeze and the AI Shift
A Dental Boardroom data deep-dive, PracticeCFO A breakdown of the Q2 2026 State of the U.S. Dental Economy Report from the ADA Health Policy Institute, translating national data into what it means for an independent practice. The core tension: dentists feel confident and are busier than ever, yet...
-
162: Quarterly Investment Update — AI & the Federal Reserve
The PracticeCFO investment committee sits down for its quarterly market update, digging into how AI is reshaping valuations and where the Federal Reserve stands today. The core message for practice owners: AI is genuinely transformative, but most of the hype is already priced in — so valuation...
-
161: The Trusted Transition: Dental Practice Brokers & Better Technology
In this episode of The Dental Boardroom Podcast, Wes takes a break from his discussion of The Five Types of Wealth to tackle an important topic for dental practice owners: buying and selling dental practices. Drawing from years of experience as a dental CPA and financial advisor involved in...
-
160: The Life Razor - Cut Through What Doesn’t Matter
Wes Read continues his series on The Five Types of Wealth by Sahil Bloom, diving deep into Chapter 4: The Life Razor. Building on the five categories of wealth Time, Social, Mental, Physical, and Financial Wes explores how a single, carefully crafted sentence can become the most powerful...
-
159: ES: AI & The Dental Practice
159: Executive Sessions: AI & The Dental Practice What does AI actually mean for your dental practice right now? In this executive session, host Wes sits down with Michael Anderson from Wonderist Agency, one of the nation's largest dental marketing firms, and Dr. Megan Shelton of Shelton…
more -
158: The Richest Dentist You Know Isn't the Wealthiest
In this episode, Wes Read continues his deep-dive review of The Five Types of Wealth by Sahil Bloom, a book that profoundly influenced his thinking as a financial planner who has spent his career helping dentists build meaningful lives through their practices. Wes covers the book’s preface and...
-
157: 30 Dinners Left - Why Money Isn't Wealth
Most dentists are hitting their financial goals and still feel like something is missing. In this episode, Wes Read (CPA, CFP, and founder of Practice CFO) steps back from the balance sheet to ask a bigger question: what does wealth actually mean? Kicking off a new multi-episode series, Wes...
-
156: Build the Practice or Build the Life? The Reinvestment Decision Every Dentist Faces
One of the most persistent tensions in dental practice ownership is deceptively simple: should you reinvest surplus cash back into the practice, or distribute it to yourself? In this executive roundtable, Wes, Michael, and Megan break down the capital allocation framework every dentist-owner…
more -
155: 2026 Q1 Financial Market Update
In this episode, host Wes Read uses an AI-generated summary of the American Dental Association Health Policy Institute's Q1 2026 State of the US Dental Economy report to unpack what's really happening inside your local dental clinic and why it's a surprisingly accurate lens for the entire…
more -
154: The Hidden Ceiling: How Doctors Cap Their Own Practice Growth
Most dentists are brilliant clinicians, but somewhere between $1M and $3M in collections, growth stalls. Not because of skill, not because of ambition, but because every decision still runs through the doctor. In this Executive Session, Wes sits down with practice management consultant Megan...
-
153: Cost Segregation Tax Strategy for Dentists - Part 5
The final episode of the cost segregation series. Wes covers the grouping election, the one tax election that determines whether building losses can offset practice income or get suspended indefinitely. Includes the self-rental asymmetry, how to execute the election, five pros, six cons, and when...
-
152: Cost Segregation Tax Strategy for Dentists - Part 4
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, delves into the advanced mechanics of cost segregation and how dentists can use it strategically to optimize long-term tax outcomes. He explains the key differences between bonus…
more -
151: Cost Segregation Tax Strategy for Dentists - Part 3
In Part 3 of the Cost Segregation series, Wes Read shifts from theory to execution. He walks through the five concrete implementation steps every dentist must follow to set up the strategy correctly, runs a detailed numerical example showing exactly how the money flows between the dental S-Corp…
more -
150: Cost Segregation Tax Strategy for Dentists - Part 2
In Part 2 of this series, Wes Read builds on the cost segregation foundation from Part 1 to cover the critical structural decisions every building-owning dentist must get right. He opens with a firm warning against holding your building inside your S-Corporation, walks through the correct...
-
149: Cost Segregation Tax Strategy for Dentists -Part 1
In this episode, Wes Read walks dentists through one of the most powerful and underutilized tax strategies available to building-owning dental professionals: cost segregation. With a focus on education and practical application, Wes explains how the two-entity structure (dental S-Corp + real…
more -
148: Why Your Marketing Campaigns are Falling Flat
In this executive session of The Dental Boardroom Podcast, Wes Read is joined by Michael Anderson (Wondrous) and Megan Shelton (Shelton Solutions) to break down one of the most misunderstood drivers of practice growth: marketing offers. The conversation goes far beyond “$99 new patient specials”...
-
147: 2026 Q1 Financial Market Update: Iran and Your Investment Portfolio
In this Episode of Dental Board Room Podcast, host Wes Read sits down with Brandon and Paul to break down the biggest forces currently shaping the market, from geopolitical tensions with Iran to Federal Reserve policy and overall stock market resilience. The discussion explores how global…
more -
146: Who Owns Dentistry
In this episode of the Dental Boardroom Podcast, Wes Read continues his analysis of the ADA Health Policy Institute 2024 study, focusing on one of the biggest shifts in modern dentistry who actually owns the industry today. This episode dives deep into the rise of Dental Service Organizations...
-
145: Is Dentistry Struggling?
In this episode of The Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, breaks down fresh data from the ADA Health Policy Institute (2024–2025) to uncover what’s really happening inside the dental industry. While many dentists are earning less despite working...
-
144: Inside Spear: Strategy, AI, and the Future of Dental Education
In this episode of The Dental Boardroom Podcast, host Wes Read talks with Matt Coggin about how dental education is evolving in today’s fast-changing healthcare landscape. They explore how dentists can stay competitive through continuous learning, team training, and effective communication, while...
-
143: Six Mistakes that Can Lead to Operational Misery
In this episode of the Dental Boardroom Podcast, Wes Reed dives into some of the most common and costly business and practice management mistakes dentists make. Drawing from years of experience working with hundreds of dental practices, Wes explains how strong clinical skills alone aren’t enough…
more -
142: The Executive Session - Scaling Without Utter Chaos
In this episode of The Dental Boardroom Podcast, host Wes Read is joined by Megan Shelton (Shelton Solutions) and Michael Anderson (co-founder of Wondrous) for an in-depth executive session focused on one of the most challenging stages of practice ownership: scaling without creating chaos. The...
-
141: 2025 Q4 - State of Dental Industry (ADA Report)
In this episode of The Dental Boardroom Podcast, we take a deep dive into the Q4 2025 State of the U.S. Dental Economy Report from the ADA’s Health Policy Institute to understand where dentistry stands heading into 2026. Using AI-powered analysis, we explore how dental practices are navigating...
-
140: Financial Mistakes - Retirement and Investments
In this episode, Wes Read continues his series on common financial mistakes dentists make, focusing on retirement planning and investing. He explains how poor decisions around 401 (k) plans, defined benefit plans, debt management, and private investments can significantly impact long-term…
more -
139: Financial Mistakes - Tax Planning Gaps Part 2
In this episode of The Dental Boardroom Podcast, host Wes Read continues his series on common financial mistakes dentists make, with a deep dive into tax planning gaps that often lead to paying unnecessary taxes. Wes explains how many dentists rely on reactive tax filing instead of proactive tax...
-
138: The Executive Session: What it takes to be a successful practice owner?
In this episode of the Dental Boardroom Podcast, host Wes Reed introduces a brand-new subseries called The Executive Session. This interdisciplinary series brings together experts in finance, marketing, and practice management to discuss the real business challenges dental practice owners face...
-
137: Financial Mistakes - Tax Planning Gaps
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO continues his series on common financial mistakes dentists make, this time focusing on tax planning gaps. Wes explains why many dental practice owners unknowingly overpay taxes and how poor…
more -
136: 2025 Q4 Financial Market Update
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, is joined by Brandon Hobson and Paul for their quarterly deep dive into the stock market, global economy, and what dentists and practice owners should prepare for as 2026 approaches. The...
-
135: Finding the Right Dental Practice with Chris Marshall
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and Chris Marshall break down some of the most important warning signs dentists should watch out for when evaluating a dental practice for purchase. Drawing from real client cases and common...
-
134: The State of Dentistry with Howard Farran, Founder of Dentaltown - Part 2
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, and Dr. Howard Farran, Founder of Dentaltown, delve into the evolving landscape of dental ownership from the rise of private equity in dentistry to the challenges and opportunities facing...
-
133: The State of Dentistry with Howard Farran, Founder of Dentaltown - Part 1
In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, sits down with Howard Farran, founder of Dentaltown and one of the most influential thought leaders in the dental industry. Together, they explore the evolution of dentistry from emerging AI...
-
132: Financial & Operational Mistakes Dentists Make - Part 1
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 and practice finances. After returning from an October break, Wes…
more -
131: 2025 Q3: State of Dental Industry (ADA Report)
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 paints a complex picture of a dental sector stuck in an uneasy holding…
more -
130: Financial Market Updates - October 2025
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 the markets and why it matters for dentists. They break down the...
-
129: Kids on Payroll – A Tax & College Funding Strategy Part 2
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 dives deeper into how to maximize the benefits by pairing payroll with 529...
-
128: Kids on Payroll – A Tax & College Funding Strategy Part 1
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 payroll and using that earned income to fund retirement and...
-
127: Story Time! – War Stories and Spectacular Deals
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 dental practice transitions. Together, they unpack legal and financial...
-
126: Money Well Spent: How Dentists Can Buy Happiness - Part 3
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 revisiting key lessons from earlier episodes…
more -
125: Money Well Spent: How Dentists Can Buy Happiness - Part 2
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 freedom. Wes begins by revisiting the connection...
-
124: Money Well Spent: How Dentists Can Buy Happiness - Part 1
In this episode of the Dental Boardroom Podcast, host Wes 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 Daniel Kahneman, Angus Deaton, and Matthew…
more -
123: Dental Financial Planning: 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 hygiene needs consistent monitoring, updating,...
-
122: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 10
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 plans) and explains how to maximize contributions while managing...
-
121: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 9
121: Dental Financial Planning – Cash Flow Projection & Surplus Allocation In this episode of the Dental Boardroom Podcast, host Wes Read, CPA, CFP® returns from a break to continue the Turning Chaos into Financial Freedom series for dental practice owners. This installment focuses on one of the...
-
120: Dental Financial Planning: Practice Capacity and Patient Growth - Part 2
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 true capacity, find gaps in your schedule, and use simple strategies...
-
119: Dental Financial Planning: Practice Capacity and Patient Growth - Part 1
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 dive on practice capacity, focusing on how to measure, optimize, and...
About this show
A place for dentists to find expert insight and information around everything from navigating residency and associate opportunities to being a successful dental practice owner.
Hosted by
PracticeCFO
Categories