Tune in to our podcast series: The Dental Board Room
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Pull up a chair in The Dental Board Room

PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Our podcast series, The Dental Board Room, is designed to keep you in the know with expert-driven interviews on the latest industry news. 

Tune in to our episodes below!
Dental Financial Planning: Turning Chaos into Financial Freedom - Part 10
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 […]
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Dental Financial Planning: Turning Chaos into Financial Freedom - Part 9
In this episode of The Dental Boardroom Podcast, host Wes Read, CPA CFP® shares a clear roadmap for dental practice owners to turn financial chaos into financial freedom. He covers building a strong advisory team, mastering cash flow forecasting, keeping a healthy cash reserve (“sleep insurance”), and putting surplus money to work through smart investments, […]
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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 to close those gaps. Running a […]
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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 leverage both provider and facility capacity […]
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Dental Financial Planning: Turning Chaos into Financial Freedom - Part 8
118:Dental Financial Planning: Turning Chaos into Financial Freedom - Part 8 In this episode of The Dental Boardroom Podcast, host Wes Read, CPA, CFP®, explains how your W-2 payroll choice as an S-Corp owner directly impacts taxes and retirement savings. He breaks down strategies for different retirement plan setups, the mechanics of 401(k) and defined […]
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Dental Financial Planning: Turning Chaos into Financial Freedom - Part 7
117: Dental Financial Planning: Turning Chaos into Financial Freedom – Part 7 In 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 […]
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Dental Financial Planning: Turning Chaos into Financial Freedom - Part 6
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: […]
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Dental Financial Planning: Turning Chaos into Financial Freedom - Part 5
115: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 5 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 […]
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Dental Financial Planning: Turning Chaos into Financial Freedom - Part 4
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 […]
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Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of PracticeCFO Investments’s products and services. PracticeCFO Investments does not compensate clients for reviews or testimonials, and PracticeCFO Investments does not provide anything of value in exchange for these reviews. PracticeCFO Investments has determined that there are no material conflicts of interest between the firm and the participant, and PracticeCFO Investments has not influenced the statement made by the client(s) appearing on this website.
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