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!
Six Mistakes that Can Lead to Operational MiseryIn this episode of the Dental Boardroom Podcast, Wes Reed dives into some of the most common and costly business and practice management mistakes dentists make. Drawing from years of experience working with hundreds of dental practices, Wes explains how strong clinical skills alone aren’t enough to build a sustainable, profitable, and stress-free practice. He […]
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The Executive Session – Scaling Without Utter ChaosIn this episode of The Dental Boardroom Podcast, host Wes Read is joined by Megan Shelton (Shelton Solutions) and Michael Anderson (co-founder of Wondrous) for an in-depth executive session focused on one of the most challenging stages of practice ownership: scaling without creating chaos. The conversation explores the concept of “No Man’s Land” the phase […]
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2025 Q4: State of Dental Industry (ADA Report)In this episode of The Dental Boardroom Podcast, we take a deep dive into the Q4 2025 State of the U.S. Dental Economy Report from the ADA’s Health Policy Institute to understand where dentistry stands heading into 2026. Using AI-powered analysis, we explore how dental practices are navigating rising costs, staffing shortages, flat insurance reimbursements, […]
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Financial Mistakes – Retirement and InvestmentsIn this episode, Wes Reed continues his series on common financial mistakes dentists make, focusing on retirement planning and investing. He explains how poor decisions around 401(k) plans, defined benefit plans, debt management, and private investments can significantly impact long-term financial success. Wes breaks down how the U.S. tax system works, why retirement accounts are […]
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Financial Mistakes: Tax Gaps, Pt. 2In this episode of The Dental Boardroom Podcast, host Wes Read continues his series on common financial mistakes dentists make, with a deep dive into tax planning gaps that often lead to paying unnecessary taxes. Wes explains how many dentists rely on reactive tax filing instead of proactive tax planning, causing them to miss powerful […]
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The Executive Session – Redefining Success in Modern Dental PracticesIn this episode of the Dental Boardroom Podcast, host Wes Reed introduces a brand-new subseries called The Executive Session. This interdisciplinary series brings together experts in finance, marketing, and practice management to discuss the real business challenges dental practice owners face today. Joined by co-hosts Megan Shelton (https://www.instagram.com/doctormeganshelton/ (Practice Management & Operations) and Michael from […]
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Financial Mistakes - Tax Planning GapsIn Episode 137 of the Dental Boardroom Podcast, Host Wes Read continues his series on common financial mistakes dentists make, this time focusing on tax planning gaps. Wes explains why many dental practice owners unknowingly overpay taxes and how poor tax planning often results from weak cash flow management, rather than bad intentions. This episode […]
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2025 Q4 Financial Market UpdateIn 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: A must-listen for dental […]
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Finding the Right Dental Practice with Chris MarshallIn 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, […]
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