INNOVATION·IN·DENTISTRY

The Dental Boardroom

123: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 11

9 September 2025 · 26:16 · Episode 123

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What it is about

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 → Revise → Repeat. Following a…

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