The Dental Boardroom

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 episode covers: The Federal Reserve’s rate movements and expected leadership change Whether the current AI...

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 deal-flow patterns, they discuss the financial, operational, and clinical red flags that often hide be...

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 today’s practitioners. They explore how cheap financing and investor enthusiasm fueled massive consolidat...

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 technology to the rise of DSOs, the challenges new grads face, and the skills needed to thrive in tod...

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 zeroes in on cash flow discipline, spending habits, tax inefficiencies, depreciation strategy, excess distr...

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 pattern where rising costs, flat reimbursements, and persistent staffing shortages are squeezing practices...

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 recent Federal Reserve rate cut, explain how bond yields signal what might happen next in the economy,...

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 education savings accounts and Roth IRAs. Key Takeaways: Shifting income for tax savings: Move income...

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 education accounts. Wes explains how hiring your children in your dental practice (for real,...

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 pitfalls dentists should avoid—and opportunities that can change the trajectory of a career. From hidden Bot...

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: money can reduce stress up to a point, but beyond a certain level of income, happiness plateaus. True fina...

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 between money and happiness. He explains that while money can reduce stress, it does not automatically cr...

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 Killingsworth, Wes uncovers the surprising truths about income, emotional well-being, and life satisfaction and how...

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, and adjustment. Wes explains the fourth phase of financial planning: Implement → Monitor → Revise → Rep...

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 employee costs and staying compliant. Roth IRAs and backdoor Roth conversions are also discussed for tax-fr...

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 most important pieces of financial planning: creating a cash flow projection and determining how t...

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 to close those gaps. Running a dental practice is about more than filling appointments—it’s about mak...

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 leverage both provider and facility capacity to maximize revenue, improve cash flow, and set your practi...

118:Dental Financial Planning: Turning Chaos into Financial Freedom - Part 8 In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP®, continues the financial planning series for dental practice owners by focusing on a critical phase three step: determining your payroll (W-2 income) as an S-Corp owner. Wes explains how payroll fits into your broader business financial plan, why it...

117: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 7 In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP®, breaks down how dentists can turn tax chaos into predictable, stress-free planning. He shares why relying on your CPA only at tax time often leads to big surprises and how a structured approach, meeting mid-year and again in Q4, keeps finances on...

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 business financial plan that supports your personal financial goals . Wes revisits the three key break-evens every dentist should know: Practice Break-Even – Covering fixed co...

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, personal financial planning, and implementation strategies, Wes dives deep into the third step : developing a business financial plan that supports your personal financial goals...

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 Financial Planning for Dental Practice Owners: Turning Chaos into Financial Freedom . This phase focuses on developing your business financial plan , and today’s episode dives deep...

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 focus from the business to you personally — developing a Personal Plan for Financial Independence . In today's episode, we deep dive into Step 2 of Phase 2 : Creating a...

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 and CFP, explores Phase Two of the financial planning journey: Developing a Personal Plan for Financial Independence . Wes shares his unique approach, combining technical ex...