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Konten disediakan oleh Chuck Blakeman and Dental Advisor. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Chuck Blakeman and Dental Advisor atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Financial Advice Dentists Need in Today's Environment with Wes Read

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Manage episode 360004865 series 2442491
Konten disediakan oleh Chuck Blakeman and Dental Advisor. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Chuck Blakeman and Dental Advisor atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Today we are talking with Wes Read on financial advice dentists need in today's environment. The business side of dentistry can be tricky, and isn't covered as much as it should be in dental schooling. Things are always changing and as dental professionals, it's important to stay in the know of new financial changes, requirements, etc. Wes provides valuable insite on financial advice to help us in today's envirornment.

Wes Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in dental practice owners. He has been working with dental practice owners since 2007 to help them effectively manage their taxes, 401(k), debt, student loans, business budgets, personal financial planning, investments, and retirement planning. Earlier in his career, Wes had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country. After his time with Ernst and Young, Wes joined the wealth management division of Moss Adams Wealth Advisors LLC. Wes worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets. Prior to his professional experience, Wes received a bachelor and master’s degrees, both in accounting from Brigham Young University; programs that are recognized in the top accounting schools in the nation.

  continue reading

101 episode

Artwork
iconBagikan
 

Seri yang sudah diarsipkan ("Feed tidak aktif" status)

When? This feed was archived on October 13, 2024 04:04 (12d ago). Last successful fetch was on September 10, 2024 10:31 (1M ago)

Why? Feed tidak aktif status. Server kami tidak mendapatkan feed podcast yang valid secara terus-menerus.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 360004865 series 2442491
Konten disediakan oleh Chuck Blakeman and Dental Advisor. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Chuck Blakeman and Dental Advisor atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Today we are talking with Wes Read on financial advice dentists need in today's environment. The business side of dentistry can be tricky, and isn't covered as much as it should be in dental schooling. Things are always changing and as dental professionals, it's important to stay in the know of new financial changes, requirements, etc. Wes provides valuable insite on financial advice to help us in today's envirornment.

Wes Read is the founder of PracticeCFO, a financial planning and CPA firm specializing in dental practice owners. He has been working with dental practice owners since 2007 to help them effectively manage their taxes, 401(k), debt, student loans, business budgets, personal financial planning, investments, and retirement planning. Earlier in his career, Wes had audited the financial statements of fortune 500 corporations during his employment at Ernst and Young LLP, the third largest accounting firm in the country. After his time with Ernst and Young, Wes joined the wealth management division of Moss Adams Wealth Advisors LLC. Wes worked with some of the industry’s top thinkers in managing approximately one billion dollars of client assets. Prior to his professional experience, Wes received a bachelor and master’s degrees, both in accounting from Brigham Young University; programs that are recognized in the top accounting schools in the nation.

  continue reading

101 episode

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