Insights — Dental Wealth Mastermind

Insights & Events

Dental Wealth
Mastermind

The Podcast

Dental Wealth Mastermind

Straight talk on the financial challenges of running a dental practice — and how to solve them. No fluff, no generic advice. Every episode is built for practice owners who want to move faster toward financial freedom.

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Recent Episodes

Ep. 47 · June 10, 2026From $2.6M to $4.3M: How One Practice Fixed Its FundamentalsWe walk through a real case study — a practice that looked successful on paper but felt cash-strapped. Learn the exact moves that unlocked 32% margins and nearly $1M/year in take-home.42 min

Ep. 46 · May 27, 2026The Tax Trap Most Dentists Don't See Until It's Too LateProactive tax strategy isn't just about saving money — it's about avoiding the shock of owing six figures right before April 15th. We cover what to do differently and when to start.38 min

Ep. 45 · May 13, 2026Passive Income That Actually Works for DentistsNot every passive income strategy makes sense for a dental practice owner. We break down the framework we use to evaluate opportunities — risk, return, time, and tax implications.51 min

Ep. 44 · April 29, 2026Understanding Overhead: The KPIs Your Bookkeeper Should Be TrackingOverhead benchmarks vary dramatically by specialty. We walk through what general dentistry, oral surgery, and ortho practices should be measuring — and what the numbers actually mean.44 min

Ep. 43 · April 15, 2026When to Hire a Fractional CFO (And What to Expect)A CFO isn't just for DSOs. We explain the inflection points where a fractional CFO changes the trajectory of a practice — and what the engagement actually looks like day to day.35 min

Ep. 42 · April 1, 2026Structuring Your First Investment: Entity Setup and Capital DeploymentOnce your practice generates surplus cash, the next question is where it goes. We cover entity structures, investment accounts, and how to build your personal financial operating system.47 min