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Show Notes

In this two-guest episode, Howard Farran sits down with two financial leaders from PracticeCFO. Wes Read is a CPA, Certified Financial Planner™, and Registered Investment Advisor who began his career in Big 4 accounting at Ernst & Young before founding PracticeCFO in 2009 to give practice-owning doctors access to CFO-level financial leadership. He’s also the founder of Practice Orbit and creator of Associates On Fire, a free financial education platform for dental associates. Joining him is Paul Lipcius, a CPA, Series 65-licensed Investment Adviser Representative, and CFO Advisor at the firm with nearly a decade of experience, who focuses on higher-net-worth clients, capital markets, and portfolio strategy, and serves on PracticeCFO’s board and investment committee.

The conversation centers on investing philosophy for busy dentists who aren’t watching the markets every day. Wes and Paul unpack how they define and manage risk in a practical, long-term sense rather than just as volatility, and what a good advisor actually does to create value beyond picking investments. They explore how dentists should think about retirement vehicles like 401(k)s, defined benefit plans, and IRAs, how to stay disciplined and avoid emotional decisions during market swings, and the unique advantage of integrating CPA services with investment management under one roof. The episode closes on the perennial industry debate over fees — whether advisors truly justify their cost, and how dentists can evaluate whether they’re getting real value for their money.

Episode #1725 : Dentistry Uncensored with Howard Farran, Howard sits down with Wes Read, CPA, CFP® — Founder & CEO of PracticeCFO — and Paul Lipcius, CPA and CFO Advisor at the firm, for a deep dive into smart investing and wealth strategy for dentists.

From defining real “risk” beyond market volatility, to the advantage of having your CPA and investment strategy under one roof, to whether advisor fees are truly worth it — this is straight talk on building lasting financial independence.

🎧 A must-listen for any dentist who wants to run their practice and their money like a pro.

#DentistryUncensored #PracticeCFO #DentalFinance #WealthManagement #DentistMoney #FinancialPlanning