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!
Story Time! – War Stories and Spectacular Deals
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 […]
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Money Well Spent: How Dentists Can Buy Happiness - Part 3
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 […]
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Money Well Spent: How Dentists Can Buy Happiness - Part 2
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 […]
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Money Well Spent: How Dentists Can Buy Happiness - Part 1
In this episode of the Dental Boardroom Podcast, host Wess 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, Wess uncovers the surprising truths about income, emotional well-being, and life satisfaction and […]
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Dental Financial Planning: Turning Chaos into Financial Freedom - Part 11
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 […]
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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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What our clients say
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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