The Dental Boardroom

166: Dropping PPOs: The PPO Squeeze

Participants: Wes Read, host, PracticeCFOMegan Shelton, a practice management consultant specializing in dentistry who previously owned and sold her own dental practiceM

165: Private Practice Isn't Dead

Participants: Wes Read, host, Practice CFO and Practice OrbitJared Bergquist, a licensed business and commercial real estate broker in Nevada who runs his own brokerage

164: Investing in the AI IPO Boom: SpaceX, OpenAI, and Anthropic

Participants: Wes Read, host, PracticeCFOPaul Lipcius, CFO advisor at PracticeCFO, a CPA and Series 65 investment advisor focused on higher net worth clients and capital

163: The Q2 2026 Dental Economy: The Fiscal Squeeze and the AI Shift

A Dental Boardroom data deep-dive, PracticeCFO A breakdown of the Q2 2026 State of the U.S. Dental Economy Report from the ADA Health Policy Institute, translating natio

162: Quarterly Investment Update — AI & the Federal Reserve

The PracticeCFO investment committee sits down for its quarterly market update, digging into how AI is reshaping valuations and where the Federal Reserve stands today. Th

161: The Trusted Transition: Dental Practice Brokers & Better Technology

In this episode of The Dental Boardroom Podcast, Wes takes a break from his discussion of The Five Types of Wealth to tackle an important topic for dental practice owners

160: The Life Razor - Cut Through What Doesn’t Matter

Wes Read continues his series on The Five Types of Wealth by Sahil Bloom, diving deep into Chapter 4: The Life Razor. Building on the five categories of wealth Time, Soci

159: ES: AI & The Dental Practice

159: Executive Sessions: AI & The Dental Practice What does AI actually mean for your dental practice right now? In this executive session, host Wes sits down with Micha

158: The Richest Dentist You Know Isn't the Wealthiest

In this episode, Wes Read continues his deep-dive review of The Five Types of Wealth by Sahil Bloom, a book that profoundly influenced his thinking as a financial planner

157: 30 Dinners Left - Why Money Isn't Wealth

Most dentists are hitting their financial goals and still feel like something is missing. In this episode, Wes Read (CPA, CFP, and founder of Practice CFO) steps back fro

156: Build the Practice or Build the Life? The Reinvestment Decision Every Dentist Faces

One of the most persistent tensions in dental practice ownership is deceptively simple: should you reinvest surplus cash back into the practice, or distribute it to yours

155: 2026 Q1 Financial Market Update

In this episode, host Wes Read uses an AI-generated summary of the American Dental Association Health Policy Institute's Q1 2026 State of the US Dental Economy report to

154: The Hidden Ceiling: How Doctors Cap Their Own Practice Growth

Most dentists are brilliant clinicians, but somewhere between $1M and $3M in collections, growth stalls. Not because of skill, not because of ambition, but because every

153: Cost Segregation Tax Strategy for Dentists - Part 5

The final episode of the cost segregation series. Wes covers the grouping election, the one tax election that determines whether building losses can offset practice incom

152: Cost Segregation Tax Strategy for Dentists - Part 4

In this episode of the Dental Boardroom Podcast, host Wes Read, CPA and financial advisor at Practice CFO, delves into the advanced mechanics of cost segregation and how

151: Cost Segregation Tax Strategy for Dentists - Part 3

In Part 3 of the Cost Segregation series, Wes Read shifts from theory to execution. He walks through the five concrete implementation steps every dentist must follow to s

150: Cost Segregation Tax Strategy for Dentists - Part 2

In Part 2 of this series, Wes Read builds on the cost segregation foundation from Part 1 to cover the critical structural decisions every building-owning dentist must get

149: Cost Segregation Tax Strategy for Dentists -Part 1

In this episode, Wes Read walks dentists through one of the most powerful and underutilized tax strategies available to building-owning dental professionals: cost segrega

148: Why Your Marketing Campaigns are Falling Flat

In this executive session of The Dental Boardroom Podcast, Wes Read is joined by Michael Anderson (Wondrous) and Megan Shelton (Shelton Solutions) to break down one of th

147: 2026 Q1 Financial Market Update: Iran and Your Investment Portfolio

In this Episode of Dental Board Room Podcast, host Wes Read sits down with Brandon and Paul to break down the biggest forces currently shaping the market, from geopolitic