5 Happy Spending Principles Every Dentist Should PracticeAs a dental practice owner, you work hard for your income. Long days, packed schedules, staff management, compliance headaches—it all adds up. But here’s a question that rarely gets asked: Is your spending making you happier, or just busier? Research shows the connection between money and happiness is less straightforward than it seems. Yes, income […]
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Turning Chaos into Financial Freedom: An Introduction to My New Podcast SeriesAfter more than 100 episodes of the Dental Boardroom Podcast, I’ve learned something important: dentists are hungry for clarity. Clarity in their practices. Clarity in their finances. And ultimately, clarity in how to build a life that isn’t ruled by money, but instead guided by purpose. That’s why I’m launching a new series—Dental Financial Planning: […]
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One Big Beautiful Bill — Tax Summary for Dental Practice OwnersWhat just passed...and what it means for you personally and for your practice. ***Note for Clients: Our team at PracticeCFO is already integrating these new tax law changes into your customized planning strategy — so you can capture every available deduction and stay ahead in 2025 and beyond.*** INDIVIDUAL TAX CHANGES (For You Personally) The new EV […]
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The Rise of AI in Dentistry: Why Now Is the Time to Adopt Intelligent Tools in Your PracticeThe world of dentistry is undergoing a quiet revolution—one not driven by drills or scalers, but by algorithms and intelligent software. Artificial Intelligence (AI), long talked about in tech circles, is now making meaningful inroads into dental practices. And it’s not just theoretical. Tools like Overjet AI are being used right now to help dentists […]
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AI in DentistryWhat Is AI—and Why Does It Matter in Dentistry? This article expands on themes introduced in the Author’s Podcast Show called “The Dental Board Room,” and is releasing an eight-part series titled “AI in Dentistry.” At its core, AI refers to machines and software that can simulate human intelligence—learning from data, making predictions, and improving […]
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The Second Location Trap: What Dentists Should Know Before ExpandingFor many dentists, owning and operating a thriving single-location practice is a major professional milestone. After years of hard work building a loyal patient base, a great team, and a profitable operation, it’s natural to think, “Why not do this again?” The idea of expanding to a second location is tempting—and on paper, it often […]
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Stay the Course: Why Market Discipline Wins in the Long RunAt PracticeCFO, we manage over $350 million in client assets, and one thing has become abundantly clear through every market cycle: discipline is the key to successful investing. With recent market volatility spurred by tariff concerns and global economic uncertainty, it's natural to feel uneasy. But reacting emotionally to short-term fluctuations often does more harm […]
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Why a Market Downturn Could Be the Perfect Time for a Roth IRA ConversionWhen the stock market takes a dip, most investors feel the sting of watching their portfolio balances decline. But for savvy planners, a market downturn can open the door to a smart tax strategy: converting a traditional IRA to a Roth IRA. Here’s why making this move when the market is down can pay off […]
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Stock Valuations are Back in FocusThe stock market has been experiencing a notable rotation from growth to value stocks, which has recently gained momentum. The rotation is characterized by investors moving away from high-flying, richly valued growth stocks, particularly in the technology sector, which has dominated market performance in recent years, toward undervalued/stable value stocks. This rotation has been significant, […]
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