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PODCAST

The Dental Boardroom

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.

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All Episodes

25:07

126 - Money Well Spent: How Dentists Can Buy...

The Dental Boardroom ·

2025/09/23

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 financial peace of mind comes from building reserves, delegating financial complexity, and resisting lifestyle

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32:55

125: Money Well Spent: How Dentists Can Buy Happiness...

The Dental Boardroom ·

2025/09/18

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 create fulfillment. How you use your money matters more than how much you earn. Many dentists experience

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35:03

124: Money Well Spent: How Dentists Can Buy Happiness...

The Dental Boardroom ·

2025/09/16

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 dentists can build both wealth and contentment.He explains that while money does increase happiness, it

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25:45

123: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/09/09

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 → Repeat. Following a structured rhythm ensures clarity, accountability, and faster progress toward financial

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56:13

122: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/09/04

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-free growth.Wes advises a disciplined investment approach, highlights the risks of speculative

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54:51

121: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/09/02

121: Dental Financial Planning – Cash Flow Projection & Surplus AllocationIn 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 to allocate surplus capital.Wes breaks down:Why identifying your “cash cushion” is essential for peace of

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32:34

120: Dental Financial Planning: Practice Capacity and...

The Dental Boardroom ·

2025/08/28

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 making every chair, provider, and day count. Drew shares a step-by-step approach to understanding your

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22:28

119: Dental Financial Planning: Practice Capacity and...

The Dental Boardroom ·

2025/08/26

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 practice up for long-term growth.Key Points:Your calendar is your growth engine – it’s not just a

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24:51

118: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/08/21

118:Dental Financial Planning: Turning Chaos into Financial Freedom - Part 8In 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 matters for tax efficiency, and how it interacts with retirement plan strategies like 401(k)s and defined

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48:37

117: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/08/19

117: Dental Financial Planning: Turning Chaos into Financial Freedom – Part 7In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP®, continues the financial planning series with a deep dive into tax strategy through payroll and year-end planning. Wes explains why payroll is the single most important lever for tax efficiency in dental practices, and how dentists can avoid underpayment penalties, maximize retirement contributions, and streamline cash flow by handling payroll the

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41:20

116: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/08/14

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 costs, variable costs, and debt.Living Budget Break-Even – Covering your practice costs, personal living

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42:12

115: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/08/12

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.He explains why organizing your financial reporting is the foundation for success, how to interpret

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40:43

114: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/08/07

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 into Step 1: Organizing Your Practice Financial Reports.You’ll learn how your financial statements act as

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42:53

113: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/08/05

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 Personal Spending Plan – or how to design a smart, sustainable approach to how you use your money today.You’ll

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01:28:01

112: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/07/31

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 expertise and life planning philosophy, to help dentists create a personalized roadmap toward their ideal

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01:31:56

111: Dental Financial Planning: Turning Chaos into...

The Dental Boardroom ·

2025/07/29

In this kickoff episode of a brand-new series, host Wes Read shares the foundation of financial planning tailored specifically for dental practice owners. Drawing from his widely presented talk, Dental Financial Planning: Turning Chaos into Financial Freedom, Wes explains why every dentist—regardless of age—should have a personal financial plan. He discusses the importance of building a roadmap for your future, even if life takes unexpected turns, and outlines how thoughtful planning today leads to

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01:08:27

110: Is Your Team Stealing From You? What Every...

The Dental Boardroom ·

2025/07/24

In this episode, Wes Read dives deep into a topic that keeps many dental practice owners awake at night: embezzlement. Drawing from real-life cases and his years of experience working with dentists, Wes explores how trusted team members can sometimes become the source of financial harm. He emphasizes the importance of "professional skepticism", a principle he adopted early in his career at Ernst & Young, and how applying this mindset can help dentists protect their finances without damaging team

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16:18

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

The Dental Boardroom ·

2025/07/22

In this quarter’s deep dive, Wes Read unpacks the latest insights from the ADA Health Policy Institute’s Q2 2025 report—a comprehensive look at the state of the U.S. dental economy. Using AI to summarize key findings, we explore economic confidence among dentists, patient spending patterns, workforce trends, and the paradox of continued investments despite growing uncertainty. Whether you’re a dental professional, healthcare investor, or simply curious about the business of smiles—this episode is

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51:22

108: Embezzlement Prevention Through Dentrec Technology

The Dental Boardroom ·

2025/07/17

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 accounts, and accounting software like QuickBooks.Wes and Myles explore the common yet often overlooked issue of reconciling collections data with actual deposits. They dive deep into how disorganization or gaps in reconciliation can lead to embezzlement, financial misstatements,

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49:32

107: Financial Market Update: Key Events Shaping Your...

The Dental Boardroom ·

2025/07/15

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 and legislative changes to the explosive innovation in AI, the team explores why this year has been anything but predictable.They discuss the surprising resilience of markets, the impact of currency fluctuations, and why disciplined diversification across small caps, value

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148 results

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