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All Episodes

The Dental Boardroom — 164 episodes

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Title
1

162: Quarterly Investment Update — AI & the Federal Reserve

2

161: The Trusted Transition: Dental Practice Brokers & Better Technology

3

160: The Life Razor - Cut Through What Doesn’t Matter

4

159: ES: AI & The Dental Practice

5

158: The Richest Dentist You Know Isn't the Wealthiest

6

157: 30 Dinners Left - Why Money Isn't Wealth

7

156: Build the Practice or Build the Life? The Reinvestment Decision Every Dentist Faces

8

155: 2026 Q1 Financial Market Update

9

154: The Hidden Ceiling: How Doctors Cap Their Own Practice Growth

10

153: Cost Segregation Tax Strategy for Dentists - Part 5

11

152: Cost Segregation Tax Strategy for Dentists - Part 4

12

151: Cost Segregation Tax Strategy for Dentists - Part 3

13

150: Cost Segregation Tax Strategy for Dentists - Part 2

14

149: Cost Segregation Tax Strategy for Dentists -Part 1

15

148: Why Your Marketing Campaigns are Falling Flat

16

147: 2026 Q1 Financial Market Update: Iran and Your Investment Portfolio

17

146: Who Owns Dentistry

18

145: Is Dentistry Struggling?

19

144: Inside Spear: Strategy, AI, and the Future of Dental Education

20

143: Six Mistakes that Can Lead to Operational Misery

21

142: The Executive Session - Scaling Without Utter Chaos

22

141: 2025 Q4 - State of Dental Industry (ADA Report)

23

140: Financial Mistakes - Retirement and Investments

24

139: Financial Mistakes - Tax Planning Gaps Part 2

25

138: The Executive Session: What it takes to be a successful practice owner?

26

137: Financial Mistakes - Tax Planning Gaps

27

136: 2025 Q4 Financial Market Update

28

135: Finding the Right Dental Practice with Chris Marshall

29

134: The State of Dentistry with Howard Farran, Founder of Dentaltown - Part 2

30

133: The State of Dentistry with Howard Farran, Founder of Dentaltown - Part 1

31

132: Financial & Operational Mistakes Dentists Make - Part 1

32

131: 2025 Q3: State of Dental Industry (ADA Report)

33

130: Financial Market Updates - October 2025

34

129: Kids on Payroll – A Tax & College Funding Strategy Part 2

35

128: Kids on Payroll – A Tax & College Funding Strategy Part 1

36

127: Story Time! – War Stories and Spectacular Deals

37

126: Money Well Spent: How Dentists Can Buy Happiness - Part 3

38

125: Money Well Spent: How Dentists Can Buy Happiness - Part 2

39

124: Money Well Spent: How Dentists Can Buy Happiness - Part 1

40

123: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 11

41

122: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 10

42

121: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 9

43

120: Dental Financial Planning: Practice Capacity and Patient Growth - Part 2

44

119: Dental Financial Planning: Practice Capacity and Patient Growth - Part 1

45

118: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 8

46

117: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 7

47

116: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 6

48

115: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 5

49

114: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 4

50

113: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 3

51

112: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 2

52

111: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 1

53

110: Is Your Team Stealing From You? What Every Dental Practice Owner Should Know

54

109: 2025 Q2: State of the Dental Industry (ADA Report)

55

108: Embezzlement Prevention Through Dentrec Technology

56

107: Financial Market Update: Key Events Shaping Your Portfolio in 2025

57

106: New Tax Rules Just Passed—Here’s What Dentists Need to Know

58

105: AI in Dentistry: How AI Is Redefining Dental Marketing with Adrian Lefler of My Social Practice

59

104: AI in Dentistry: How NexHealth Is Automating the Patient Experience

60

103: AI in Dentistry: How Pearl AI Is Enhancing Diagnosis and Case

61

102: AI in Dentistry: Insurance Verification with Vivek Kinra with Verrific

62

101: AI in Dentistry: Radiograph Analysis and Case Presentation with Overjet Founder Dr. Wardah Inam

63

100: AI in Dentistry: Front Desk Automation with FOJI.io Founder Mitch Hersche

64

99: AI in Dentistry: AI's Analysis of the ADA AI Whitepaper

65

98: AI in Dentistry: A General Overview of AI in Dental Practice

66

97: Dental Leadership: Hiring Smarter, Paying Better, and Embracing AI with Kiera Dent

67

96: Built to Lead: From $450K to $3.2M and the Power of Intentional Ownership

68

95: The Big Beautiful Bill: Proposed Tax Changes That Might Affect You

69

94: From Conversation to Commitment: How Communication Drives Case Acceptance

70

93: Making the FFS Leap with Dr. Anissa Broussard

71

92: PracticeCFO: Financial Markets Update

72

91: The Most Overlooked Tax Mistake in Dentistry: Excess Distributions

73

90: A Second Location: Should You Buy or Start Up One

74

89: EBITDA: Everything You Need to Know About It

75

88: The Economics Between In-Network vs. FFS Fee Models

76

87: 10 Questions to Ask Your CPA Each Year

77

86: The PTE Tax Deduction: DON'T MISS OUT!

78

85: 10 Questions to Ask Yourself When Reviewing Your Monthly Financial Statements

79

84: Your Practice in Numbers: Mastering the Profit & Loss Statement

80

83: The ERC (Employee Retention Credit): Key Updates.

81

82: Top 10 Mistakes When Selling Your Dental Practice

82

81: Full Arch Dentistry Case Acceptance and Industry Challenges

83

80: Credit Score What Dentists Need to Know

84

79: Emergency Reserves: Why, How Much, and How to Invest

85

78: Personal Spending habits: Why Dentists Struggle to live Beneath Their Means

86

77: The State of Dentistry in 2025: Trends, Challenges, and Opportunities

87

76: Why Dentists Should Exercise

88

75: Profit Allocation Models for Dental Partnership

89

74: Dental Partnership Legal Structure

90

73: Partnership Valuations

91

72: Three Elements to a Successful Dental Partnership

92

71: The Cons of Dental Partnerships

93

70: The Pros of Dental Partnerships

94

69: How The Global Workforce Era Is Shaping The Future Of Dental Staffing

95

68: How Long Will It Take to Sell My Dental Practice? Part 2—with Matt Odgers

96

67: How Long Will It Take to Sell My Dental Practice? Part 1—with Matt Odgers

97

66: When Is the Best Time to Sell My Dental Practice?—with Matt Odgers

98

65: R&D Tax Credits For Dentists: Do They Qualify? —featuring Andre Shevchuck

99

64: Blueprint for a Successful Practice Sale—featuring Dr. Kevin Kenny

100

63: Dental Staffing Problems and Solutions—with David Schwab, Ph.D

101

62: Trends in the DSO & Private Practice Sale Markets—featuring David Cohen

102

61: How to Overcome Dental Staffing Challenges—with Dr. Michael Neal

103

60: Practice Sales: The Role of the CPA

104

59: Practice Sales: The Role of the Attorney

105

58: Practice Sales: The Role of Escrow

106

57: Inflation, Interest Rates & Investing into 2024—featuring Brandon Hobson & Paul Lipcius

107

56: Insurance Audits, Board Investigations and Criminal Matters—with Attorneys Justin Withrow and Matt Odgers

108

55: Hygiene Superstar: Quadrupling the Production of Your Hygienist—with Steve Sperry

109

54: The Serial Dental Entrepreneur with Dr. Mark Costes

110

53: Imposter Posing as DEA Agent Targets Dentist – with Dr. Ursula Levine

111

52: An Operations-First Approach to Marketing Your Dental Practice—with Ryan Gross

112

Protect Yourself & Your Practice with a Dental Attorney—with Cecilia Chen

113

5 Dumb Things Smart Dentists Do—with Dr. Richard Madow

114

The Evolution of Deal Structures in the DSO Space - with Dean Gould

115

PracticeCFO’s Diversified Approach to Investing - with Brandon Hobson, CFA®, CPA

116

Estate Planning 101 for Dentists

117

Thriving within a PPO Practice!

118

46: The Wonderist Agency with Michael Anderson

119

45: DSOs, DPOs, and Other Dental Financial Talk with Drew Phillips CPA

120

44: Inspire Smiles with Dr. Elona Gaball

121

43: Live at MDIBS CEO Roundtable 2023: Patient Membership Plans 101 w/ Kleer

122

42: Diving Into Delta Dental Insurance w/ Joanne Tanner

123

41: Why Are You In Life?

124

40: Overcoming Financial Headwinds to Thrive as a Private Practice Owner Today

125

39: Landmines To Avoid When Purchasing a Dental Practice (And More!)

126

39: Upside Down Leadership as a Dental Practice Owner: Part 2

127

38: Upside Down Leadership as a Dental Practice Owner: Part 1

128

Student Loans: The Latest Updates

129

Growing a True Multi-Specialty Practice with Dr. Nick Marongiu

130

Student Loan Update: IDR/PSLF Waivers and Student Loan Servicer Changes

131

Outsourced Insurance Verification and Billing Everything You Need to Know!

132

Juggling Motherhood and Dentistry

133

The Stories of Thriving Practice Owners: Dr. Beth Bowen

134

The Stories of Thriving Practice Owners: Golden Grove Dental

135

Investing In The Modern World: Ep. 2

136

Dental Partnerships: Factors of Success

137

The Dental Insurance and Billing Guru - Dr. Travis Campbell

138

The Stories of Thriving Practice Owners: La Costa Dental Excellence

139

Investing In The Modern World: Ep. 1

140

Understanding Employer Law in a Dental Practice

141

The Power of Virtual Consults: How to Bring Cosmetic Dentistry Into Your Practice Like Never Before

142

Unlocking the Secrets of Dental Insurance and Billing - Part 1 of 2

143

Everything You Need to Know When Purchasing a Dental Practice

144

The Secret to Converting Over 85% of Full Arch Dental Implant Cases

145

Building a Killer Cosmetic Dental Practice

146

Building or Remodeling the Dental Practice of your Dreams Starts with this Episode!

147

Learning the Legal Side of Dentistry

148

Dropping In-Network Delta PPO and Family Partnerships with Dr. Robert Jungman

149

New COVID19 Legislation: What does that mean for dentists?

150

Must-Avoid Mistakes as a Practice Owner with Dr. Kevin Kenny

151

Learning the Real Estate Side of Dentistry

152

Managing your Dental Student Loans with Travis Hornsby from Student Loan Planner

153

Life and Disability Insurance Every Dentist Should Have

154

Embezzlement Identification and Control Guide for your Dental Practice

155

Financial Independence in 10 Years - The Journey of Dr. Jared Lee

156

A Blueprint for Finding and Growing your First Dental Practice by over 50% in Year One

157

Navigating the PPO Landscape with Nick Partridge

158

Innovation, Build Out, Virtual Consults and More with Dr. Weston Spencer DDS

159

Grit, Leadership, Culture, and Acquisitions with Dr. Landon Libby and his Wife Nichole.

160

Building a Holistic Dental Marketing Plan for your Practice

161

Single Doctor "Nuts-and-Bolts" Dental Practice Owner Sells for $1,850,000. How'd he do it?

162

Acquiring and Managing a High Quality Orthodontic Practice with Dr. Chad Foster

163

A Buyers Story Every Dentist Should Listen to with Dr. Tim Garofolo

164

1: Associates on Fire: Igniting our Podcast Series