The Art of Dental Finance with Art Wiederman, CPA

Welcome to the Art of Dental Finance with Art Wiederman, CPA. This is the show that will help you to meet your personal and business financial goals thru saving taxes, investing and planning wisely and managing your dental practice so it can become as profitable as possible. Here is your host…CPA Art Wiederman.



Jun. 24, 2020 | Marketing Your Dental Practice During COVID-19 with Dental CMO Kristie Bolt‪z‬

In today’s episode of The Art of Dental Finance and Management podcast, Art meets with Kristie Boltz, owner of MyDentalCMO, to discuss marketing your dental practice through COVID-19. Through her company, Kristie operates as the Chief Marketing Officer for multiple dental practices.

Kristie and Art discuss:
• What a Chief Marketing Officer’s job for a dental practice entails
• The best type of marketing to do now as dental offices open again
• How much time and money a dentist should spend on marketing
• Appropriate ROI on a dentist’s marketing dollar
• Why, now more than ever, it is important to assess what you are doing with your practice marketing
• Assessing what is working and what isn’t
• Pivoting your marketing to fit the changing times

Art emphasizes the importance of continuing your practice marketing despite challenging circumstances. One of his mottos is: “the day you stop marketing your business, is the day your business begins to die”, so don’t be quick to cut this. This episode will be valuable for dentists to hear during this reopening stage of their practices.


Jun. 17, 2020 | Why Complete Care Communication with your Patients is Critical During a Pandemi‪c‬

Now that we have a lull in reporting on SBA loan programs, the focus should shift to bringing dental practices back strong. This week’s episode features Dr. Paul Homoly of Homoly Communications. For decades, Dr. Homoly has been on the cutting edge of helping doctors improve their case presentation to persuade patients to say “Yes” to treatment. He is a master at dialoguing with patients, and shares how dentists should communicate with them during this critical time.


Jun. 10, 2020 | Why the Paycheck Protection Flexibility Act Makes PPP Loan Forgiveness Much Easie‪r‬

On Friday, June 5, President Trump signed the Paycheck Protection Flexibility Act into law. This new legislation changes many of the rules that allow Paycheck Protection Program loan recipients to obtain forgiveness from the government.

Art discusses in detail:

  • Provisions of the new law
  • How it makes forgiveness easier
  • How dentists should proceed with the use of their loan money
  • EIDL loan provisions and why you should be cautious

Jun. 3, 2020 | Update on PPP Rules and Congressional Law Changes in Proces‪s‬

As dentists across the country begin to reopen their practices, there is additional guidance to review. In this episode, Art provides insight into the latest updates on PPP rules and the congressional law changes that are in process.

Art shares promising statistics on reopening from an ADA survey, as well as from dental coaches on what they’re seeing with their clients. Art discusses:

  • New guidance from the SBA on loan forgiveness for PPP loans
  • House bill that passed in late May

May 27, 2020 | The Right Way to Re-Open Your Dental Offic‪e‬

Art meets with one of the nation’s leading dental coaches and a Phoenix, Arizona practice co-owner, Gary Takacs, in today’s episode of The Art of Dental Finance and Management podcast. Gary is a master at coaching teams and growing practices.

Gary shares what he has been advising his clients regarding reopening their practices and outlines the various steps and procedures dentists should take to open successfully. 


May 20, 2020 | How to Obtain Maximum PPP Loan Forgivenes‪s‬

In this episode of the Art of Dental Finance and Management podcast, Art covers how to obtain maximum forgiveness for a PPP loan. On Friday, May 15, the SBA issued an eleven-page Paycheck Protection Program Forgiveness Application that business owners must submit to apply for loan forgiveness.


May 13, 2020 | Legal Issues in Re-Opening Your Dental Office with Attorney Ali Oromchian Ali Oromchian, Attorney-at-La‪w‬

Art visits with labor law attorney Ali Oromchian of Dental & Medical Counsel, PC on today’s episode of The Art of Dental Finance and Management podcast.

Art and Ali discuss the legal aspects of reopening your dental practice. They answer many of the legal questions dentists have regarding employee issues during the COVID-19 pandemic, including:

  • Tips on reopening your dental office
  • Employee concerns about coming back onto payroll while out on unemployment

May 6, 2020 | Planning for Receipt of your PPP and EIDL Loans with Academy of Dental CPAs Panelist‪s‬

Art meets with three members of the Academy of Dental CPAs: Mark Rosen, BJ Kaucher and Bob Gray in today’s episode of The Art of Dental Finance and Management podcast. The panel discusses strategies for dentists to use SBA loan funds acquired from the EIDL and PPP loan programs and how to obtain maximum forgiveness.


Apr. 29, 2020 | Are Your Losses from COVID-19 Covered Under Your Business Interruption Insurance Policy? with Attorney Randy Curr‪y‬

Attorney Randy Curry and Art discuss issues facing dentists during the COVID-19 pandemic in this episode of The Art of Dental Finance and Management podcast:

  • Whether a dentist’s business interruption policy can cover losses
  • Policy provisions in these types of policies
  • Ongoing litigation
  • Potential state and Federal legislation coming which could require insurance companies to cover situations such as COVID-19

Apr. 22, 2020 | PPP Update with ADA Congressional Lobbyist Megan Mortimer and ADCPA President Allen Schiff, CP‪A‬

Today, Art visits with two people who have been very instrumental in helping dentists across the country through the COVID-19 Pandemic:

  • Megan Mortimer, Congressional Lobbyist for the American Dental Association
  • Allen Schiff, President of the Academy of Dental CPAs

Megan provides an update on how Congress is attempting to add funds to the PPP:

  • A timeline
  • What the ADA is doing to advocate for dentists in Washington D.C
  • Valuable resources dentists can access through the ADA

Apr. 15, 2020 | Update on EIDL and PPP Loan Programs for the Week of April 13 with Art Wiederman, CP‪A‬

Many dentists have applied for the Economic Injury Disaster Loan (EIDL) and Payroll Protection Program (PPP) loan programs, which offer government assistance for small businesses. There has been some clarification on the amounts available under the EIDL program. But more importantly, there is an important decision to make regarding the PPP load as banks and financial institutions begin to approve dentists’ applications.


Apr. 8 2020 | Update on EIDL Loans and PPP Loans for Dentists with Art Wiederman, CP‪A‬

As the COVID-19 pandemic continues to unfold, Art is dedicating his episodes to updating his audience on the status of the two loan programs dentists are applying for:

  • Economic Injury Disaster Loan (EIDL)
  • Payroll Protection Program (PPP)

The PPP program was rolled out on Friday, April 3 and has created much confusion for dentists and banks.


Apr. 1, 2020 | Financial Planning, SBA Loans, and the CARES Act with Art Wiederman, CP‪A‬

It is so important for dentists during these challenging times, when most dental offices are closed, to make a 30, 60 and 90-day financial plan for themselves, as well as their practices.

In today’s episode, Art explains why dentists need to know how much money he or she needs to get through this time period. If they don’t take this initial step, it will be extremely difficult, if not impossible, to develop a plan to obtain or segregate the funds.


Mar. 25, 2020 | Staying Calm in a Turbulent Time with Linda Mile‪s‬

Linda Miles, world-renowned dental consultant, speaker, and author, is Art’s guest on today’s episode of The Art of Dental Finance and Management. Linda has over five decades of experience in the dental profession and has worked with over 1,000 dentists in her career.

Art and Linda discuss:

  • Why dentists must keep a positive mental attitude
  • How everything filters from the leader – from the dentist to the team to the patients
  • Four things she has taught dentists over the years

Mar. 18, 2020 | COVID-19 and its Effects on the Financial Markets with Jim Davenpor‪t‬

The COVID-19 pandemic has affected all aspects of life both here in the United States and around the world. In today’s episode, Art visits with Jim Davenport (his first return guest) to discuss how this crisis is affecting the financial markets and what you can and should do now with regards to your investments.

Art and Jim make the comparisons of this time to October of 2008, they discuss:

  • How financial markets work
  • What is driving the downturn
  • Strength of the economy

Mar. 11, 2020 | How a Dentist Can Manage and Exit Being In-Network with a PPO with Bill Ross‪i‬

In today’s episode of the Art of Dental Finance & Management, Art introduces Bill Rossi, president of Advanced Practice Management in Minneapolis. Bill coaches and consults with over 250 dental offices. His specialty is helping dentists evaluate their in-network relationships with PPOs and coaching them in how to exit them.

Art and Bill discuss:

  • Whether the relationship with the insurance contract makes sense for the practice
  • What the vision of the practice is
  • What the owner wants to accomplish

Mar. 4, 2020 | CPA vs. Dental CPA – Do You Know the Difference? with Art Wiederma‪n‬

In today’s episode of The Art of Dental Finance and Management podcast, Art introduces his guest, Dr. Gary Glasband. Dr. Glasband is a Long Beach dentist who leads the California Dental Association’s CDA Cares charity program.

CDA Cares is a two-day event where up to 2,000 people who do not have access to, or can’t afford, dental care receive needed dental care from volunteers. Art and Dr. Glasband discuss the work he and his team do and how others can get involved in programs in their community.


Feb. 26, 2020 | How and Why Dentists End Up in Court with Attorney J. Sean Dum‪m‬

In this week’s episode of The Art of Dental Finance and Management, Art hosts an in-studio visit with dental-specific attorney J. Sean Dumm. Sean outlines the various ways dentists can end up in a courtroom and how to avoid it.

Some of the legal issues that dentists should be aware of include:

  • Associate agreements
  • Lease issues
  • Doing deals with friends on a handshake
  • Using legal forms found on the internet
  • Contracts with vendors

Feb. 19, 2020 | How to Build and Train a Team with Josie Sewel‪l‬

Today we officially announce our new podcast name – “The Art of Dental Finance and Management”. We are also thrilled to announce our exciting new partnership with Decisions in Dentistry magazine.

In this episode, Art visits with Josey Sewell, the Director of Education for Dental Intelligence. Josie and Art discuss topics important to practice owners:

  • Why culture is important
  • How to hire and on-board new team members
  • How to avoid mistakes in communication

Feb. 12, 2020 | The Best Way to Prepare For and Obtain Financing for Your Practice with Justin Klingshir‪n‬

In today’s episode of The Art of Dental Finance and Management, Art visits with Justin Klingshirn, Vice President for Bank of America Practice Solutions. Justin and his team work with dentists in Southern California to help them obtain financing for practice acquisitions, start-ups, expansions and re-locations.

Justin discusses what is important for dentists to understand about their credit, and how their debt (especially student loan and credit card debt) affects their ability to borrow money.


Feb. 5, 2020 | The Art & Science of Designing Your Best Future Through Applied Strategic Planning with Dr. Bob Fraze‪r‬

Today Art has the privilege of visiting with Dr. Bob Frazer, a world-renowned lecturer and educator to the dental profession.

Bob describes how he takes dentists through his Applied Strategic Planning process, which helps dentists establish core values, mission statements, and strategic models for their business. The lengthy process covers all aspects of a dentist’s personal and business life, and concludes with an integrated action plan.


Jan. 29, 2020 | Life Insurance 101 for Dentists with Scott Plamondo‪n‬

In today’s episode of The Art of Dental Finance and Management™, Art visits with Scott Plamondon of Beacon Pointe Wealth Advisors. Scott helps clients with all of their life insurance needs.

  • Scott shares some great insight into what dentists need to consider about obtaining life insurance:
  • Understanding why it’s important
  • Conducting a needs assessment
  • Assessing how much should be purchased

The discussion moves to how to structure a buy-sell insurance agreement in a dental partnership.


Jan. 22, 2020 | How to Turn a New Patient Call into a New Patient with Teri McAvine‪y‬

This episode of The Art of Dental Finance and Management features dental coach/advisor, Teri McAviney of Mak Concepts. Having strong communication skills, along with a plan for patient relations and conversion, will help your dental front office succeed in converting more new prospective patient calls into new patient appointments. Teri outlines examples of specific communication skills needed by dental team members answering the phone and talking to a prospective new patient.


Jan. 15, 2020 | Tips on Successfully Hiring a Dental Associate with Robert Spie‪l‬

In this episode of The Art of Dental Finance Podcast, Art and his good friend, dental coach Bob Spiel, have a conversation about how to successfully hire an associate. According to Bob, about 70% of associate hires fail for many reasons. Bob discusses when you are ready to hire an associate, how important it is for the team to be involved in the selection, what mistakes dentists make in hiring the wrong associate, why the associate must fit the culture and philosophy of the practice, and much more.


Jan. 8, 2020 | Everything a Dentist Needs to Know about Home Mortgage Loans and Credit with Roger Williamso‪n‬

Today Art visits with his good friend and colleague, Roger Williamson. Roger’s company, Kent Mortgage, issues home mortgages and has helped many of Art’s clients over the years. Art and Roger discuss how banks and finance companies evaluate a prospective borrower’s credit, how credit scores are affected by different types of debt borrowers have, what dentists can do to make sure they have good credit, and what mistakes they should avoid.


Jan. 2, 2020 | Finding Profit Holes in Your Practice with Curtis Marshall of Dental Inte‪l‬

In this episode of The Art of Dental Finance podcast, Art speaks with Curtis Marshall from Dental Intelligence. Dental Intel is used by over 5,000 practices nationwide and is a sophisticated dashboard program that extracts information from Dentrix, Eaglesoft and Open Dental. From the dashboard, dentists (and their advisors) can find areas in their practice that, if addressed, can improve revenues and profits.


Dec. 18, 2019 | Do You Have a Well-Developed Financial Plan‪?‬

Today Art talks with Brian Conners, a wealth manager, Registered Investment Advisor, and Certified Financial Planner. Brian and Art discuss the importance of a financial plan, what the components of a plan are, and how Brian assesses a client’s goals and objectives to develop a plan. In addition, there is great discussion around how Brian approaches constructing a client’s investment portfolio, how he assesses risk, as well as how annuities work.


Dec. 11, 2019 | What Dentists Need to Know about Social Security Benefits with Paul Woody, CP‪A‬

In this episode of The Art of Dental Finance, Art talks with Paul Woody, the founding partner of Woody and Associates. Paul’s firm is located in Oklahoma City and is the CPA firm for the Academy of Dental CPAs. Paul brings an expertise in the area of Social Security benefits. He and Art help dentists understand the rules about Social Security, including when a dentist should take his or her benefits, how a restricted application works, the health of the social security trust fund, and many other rules.


Dec. 4, 2019 | ‬New Trends in Oral Surgery and Update on Organized Dentistry with Dr. Edward Balasania‪n‬

This episode of The Art of Dental Finance includes a lot of great information about the overall dental profession, as well as oral surgery. Art spends the hour with Dr. Edward Balasanian, Orange County Oral Surgeon and President of the Orange County Dental Society. Ed is very involved in the California Dental Association and gives great insight into the challenges dentists face today, as well as what organized dentistry is doing to help its membership.


Nov. 27, 2019 | My Client’s Journey from Associate to Practice Owner with Dr. Peter Aba‪s

In this episode, Art talks to his dentist client, Dr. Peter Abas. With the assistance of Art as his broker, Dr. Abas bought an excellent dental practice in Laguna Hills, California and has since grown the practice by 50%. Art talks to Dr. Abas about his experience as an associate, what he was looking for in buying a practice, what has made him so successful and how he’s grown his practice. Dr. Abas also gives great tips to young, up-and-coming dentists to help them become successful.


Nov. 20, 2019 | Turning Losses into Profits in Your Dental Office with Debbie Seidel-Bittk‪e‬

Today Art visits with his good friend and dental coach, Debbie Seidel-Bittke. Debbie has been a coach in the dental profession for well over 20 years and has been in dentistry longer than that. She has a rare passion for her work, helping her clients with building a great hygiene department, developing a great team, and becoming more profitable. Art and Debbie discuss what makes a successful hygiene program, how communications and leadership are paramount to success in the dental office, and what works or doesn’t.


Nov. 13, 2019 | Year-End Income Tax Planning for Dentists with Art Wiederman, CP‪A‬

In this episode, Art talks about year-end income tax planning for dentists. He explains the difference between a marginal and effective rate of tax, how changes in the Congress and the White House might impact tax rates and deductions in 2021, and what things a dentist can do to reduce his or her tax liability through their dental practice. In addition, he’ll provide tips on how to use retirement plans and equipment purchases to cut taxes, and how to take care of two very important parts of the 2017 tax reform act: (1) the 20% Pass-Through deduction under Tax Code Section 199A, and (2) the Child Tax Credit, which can save taxpayers $2,000 per child. Lots of tips and tax planning ideas that could save dentists thousands of dollars before the end of the year. Don’t miss this important episode!


Nov. 6, 2019 | Legal Issues for Dentists with Dental Attorney Pat Wood

Today Art visits with colleague dental attorney Pat Wood. Pat and his team have worked with over 6,000 dentists spanning his 35 year career as an attorney for dentists. Art and Pat dialogue about associate agreement content and how covenants not to compete work. They also cover issues for senior doctors and associates involved in these contracts, as well as legal issues for buyers and sellers in the purchase and sale of a dental practice. Lots of insightful nuggets that could save dentists from legal issues when entering into contracts.ellers in the purchase and sale of a dental practice. Lots of great pearls that will save dentists from legal issues when entering into contracts.


Oct. 30, 2019 | Research Based Continuing Education for Dentists with Johnny Kois, CEO of The Kois

Today Art has the privilege of spending the hour with Johnny Kois, CEO of The Kois Center in Seattle, Washington. Johnny’s father, Dr. John Kois, is one of the most well-known and iconic dentists in the world. His courses and curriculum on clinical dentistry are among the best in the world. Johnny and Art talk about the three core concepts students of Dr. Kois learn: (1) how the curriculum is research based, (2) how dentists who come to the Kois Center are happier in their practices, and (3) how they teach dentists their system of developing a treatment plan, presenting cases, and to taking their game to the next level. Dr. Kois and his team have trained thousands of dentists and the information you will get on this episode might just change the way you learn and how you practice.


Oct. 23, 2019 | Pearls from one of the best Dentists and Coaches I Know with Dr. Phil Potter

On today’s show, Art spends the hour with his dear friend, CPA client and partner in his practice transitions business Dr. Phil Potter.   Dr. Potter practiced high level restorative and cosmetic dentistry in his private practice in San Clemente, California for 31 years and after his retirement he spent many years as a coach working with and lecturing with Dr. Paul Homoly all over the country talking about complex care case acceptance, leadership and what makes dentists successful.


Oct. 16, 2019 | Tips for Hiring an Associate Dentist & Forming and Operating Dental Partnerships

Today, Art spends the hour talking about one of his favorite topics – associates and partnerships. Art will cover the reasons a dentist would want to bring on an associate, the steps a dentist would take in finding and interviewing a prospective associate, what should be important to the senior doctor as far as characteristics of an associate dentist, and whether to pay that associate as an employee or independent contractor. He then discusses the formation of a partnership, how much of the practice to sell to a young associate, how to determine the splitting of profits, and other issues a senior doctor needs to consider when adding an associate dentist to his or her practice. This is an area where Art consults frequently with dentists and helps them structure their partnership so all parties are successful. If you have a growing practice and are looking to add an associate dentist and perhaps ultimately a partner, this episode is information you need.


Oct. 9, 2019 | How to Avoid the 10 Biggest Financial Mistakes Dentists Make

Today Art outlines the ten biggest financial mistakes dentists make and how to avoid them. He talks about building an office that is too expensive, putting too much emphasis on income tax savings, not understanding investments, and more. This is a highly requested topic that Art has presented to many dental societies and other groups. It’s always chock-full of information and great tips. Art goes one-on-one with his audience – always informative and entertaining!


Oct. 2, 2019 | Does your dental practice have the right insurance coverage?

Today Art talks with his long-time friend and colleague Rich Walton, who has worked with over 1,500 dentists helping them obtain proper malpractice, workers compensation, office liability, and other types of insurance. Rich discusses the difference between a claims-made policy and an occurrence policy, why it is important to read the policy, what to do if a patient is unhappy and threatening to sue, and what to do if a lawsuit is filed. Rich and Art also discuss mistakes dentists make in purchasing different types of insurance and why it is important to buy insurance from someone who knows your profession. Finally, Rich provides information about employee liability insurance, which covers discrimination and harassment exposure. This very informative episode is important for every dentist in practice to discover what is in their respective insurance policies and how it affects them.


Sept. 25, 2019 | Does your dental practice haFinancial and Business Tips for Success at All Levelsve the right insurance coverage?

In this episode, Art visits with Dr. Nicholas Rauber and fellow Academy of Dental CPAs member Robby Apple. Robby’s dental CPA firm in Baton Rouge is one of the premier dental CPA firms in the Southeastern United States, working with close to 200 dentists. Dr. Nicholas Rauber is on the faculty at the Louisiana State University School of Dentistry. Nick discusses what is currently taught to dental students regarding the business of dentistry, his experience with his current and former students, lessons he teaches his students, and life experience of also being a practicing dentist in Baton Rouge. Robby provides lots of financial tips that he gives his dentist clients on buying a practice, whether to buy a house or a practice first, retirement and overall financial planning, and how to monitor their business. The interaction with Robby and Nick provides great information for dentists at all stages of practice.


Sept. 18, 2019 | Global and National Economic Update

Today Art interviews Dennis Kushner who has spent his career in corporate turnarounds and mergers and acquisitions. Dennis gives an economic update titled “The Kushner Report” at Art’s monthly networking breakfast.


Sept. 11, 2019 | Is Your Dental Practice Best-in-Class?

On today’s episode, Art talks with Debra Engelhardt-Nash, a long-time colleague from his days at the Pride Institute of Management. Debra is one of the most sought after speakers, teachers, and practice coaches in the country. Art and Debra recall their days at Pride, and Debra talks about what makes dental offices great. Communication skills, team management, and patient interaction is critical. Be sure to listen in – Debra is not only very informative but very entertaining.


Sept. 4, 2019 | Is Your Dental Practice HIPAA Compliant?

In this episode Art talks with his good friend Danielle McKinley of PCIHIPAA, who is a certified HIPAA specialist. Danielle has worked in risk mitigation for 10 years and has consulted thousands of practices. She has a passion for helping doctors understand how to protect their practice from a HIPAA incident with minimal time and resources needed.


Aug. 28, 2019 | Entrepreneurship and Advice for Dentists at all Stages of their Careers

Today Art spends the hour with long-time friend and colleague Kate Willeford. Kate is the president of The Willeford Group, a dental-specific CPA firm with clients all over the country. Kate spends much of her time helping her clients become better business people and thrive as entrepreneurs. Art and Kate discuss what being an entrepreneur means, but also they give advice to dentists just graduating dental school, those buying their first practice, and dentists in the middle of their career. Finally, Kate gives great advice for dentists who are at the beginning stages of planning to sell their practices and retire. Very good life advice and tips for our listeners.


Aug. 21, 2019 | Are You Monitoring Key Metrics in Your Dental Practice?

Today Art talks with fellow Academy of Dental CPAs member Jess Bogumil of Fluence CPAs in Portland, Oregon. Jess discusses the importance of monitoring key metrics in your practice, such as comparing surface restorations to crowns diagnosed, comprehensive versus emergency exams, and more. Art and Jess share stories about clients who review their metrics and how they are more successful. They also discuss verbal skills a dentist needs in case presentation and the numbers from a dental CPAs prospective. With two dental CPAs on the interview, a lot of good information is exchanged in this episode.


Aug. 14, 2019 | Everything You Wanted to Know About CEREC

Today Art speaks with one of his firm clients and CEREC consultant Dr. Juste Karvelyte. Before going into private practice, Dr. Karvelyte was a CEREC trainer for five years with Patterson Dental. Art and Dr. Karvelyte discuss the history of CEREC, what types of offices it is best used in, the economics of CEREC, and many uses of CEREC many dentists don’t take advantage of. To round off the discussion, Dr. Karvelyte details how the dental team needs to be involved, how to market the technology, and mistakes dentists make when they purchase the technology. If you currently own or are contemplating purchasing CEREC or other CAD-CAM technology, this is a must-listen episode.


Aug. 7, 2019 | Implementing an In-House Dental Membership Plan

Today Art talks with Jordan Comstock, CEO and founder of BoomCloud. Jordan’s company has assisted over 1,000 dental offices in creating, organizing, and automating an In-House Dental Membership Plan. Jordan discusses how this is a great tool to move further and further away from being dependent on insurance companies; how it generates a stream of ongoing and consistent revenues; how these types of plans actually increase the amount of dentistry accepted by patients; and how the mechanics of such a plan work. He also discusses how to market such a plan, and how to go to local businesses to attempt to get them to join the dental office plan. A great interview and motivation to find more fee-for-service patients in your dental practice.


July 31, 2019 | Retirement Planning 101 for Dentists

This week Art does a show on his own about a subject that he is very passionate about – helping dentists retire. He begins with a case study explaining how you should think about calculating the numbers of retirement and your many choices. He then dispels myths about retirement, and talks about not retiring and perhaps working back in your practice or in an area you have a passion for. He provides three main areas you must consider (1) when you want to retire, (2) where you want to retire, and (3) what type of lifestyle you want to have. Art outlines the three types of retirement plans dentists can have: (1) SIMPLE-IRA plans, (2) Profit Sharing/401(k) plans, and (3) defined benefit plans. He closes with client and personal stories on retirement. The goal: get listeners to take action and begin immediately planning for a great retirement! Be sure to tune in for this valuable information.


July 24, 2019 | Strategies for Paying Off Your Dental Student Loan Debt

Today Art chats with Mark Johnson, a financial planner who spends most of his time helping dentists with strategies on how to repay and manage their student loan debt. Mark has significant knowledge of how the student loan process works – from what options doctors have when initiating a loan, to designing plans for his dentist clients to payoff their loans within seven to ten years after graduation. Art and Mark also discuss the different types of student loans, how to structure them, how to obtain interest subsidies, when to use income-based repayment programs, and how student loan debt is affected when a dentist goes to work in public health. An essential podcast for any dentist with student loan debt – at any time in their career.


July 17, 2019 | Leadership Uncomplicated-An Initiative Way to Lead Your Team

In this episode, Art and Katherine discuss key leadership skills for a dentist that include how to lead a dental team and how to create a great culture. In addition, they converse about creating and building a world-class dental team who believes in and executes the dentist’s vision and goals for the practice. Katherine talks about dentists using the same instincts that lionesses use to help their lion cubs go out into the wild and be successful, relating that to training a team. Finally we’ll discuss how to hold team meetings, how to train team members, and other communication issues between team and doctor. If you’re looking for leadership development tips, this episode is a must.


July 10, 2019 | Tips on Designing a World Class Dental Office

Today Art talks with his long-time friend from his Pride Institute days, Dr. Michael Unthank. Dr. Unthank is both a dentist and a world class dental architect who has designed over 1,000 dental offices all across the United States. Art and Mike talk about the process of choosing an architect and contractor; things he likes to see in dental treatment rooms, front offices, and sterilization areas; and mistakes he has observed. Mike is one of the most knowledgeable people in the country when it comes to dental office design, and he gives many tips on what dentists should consider when contemplating their design. His key question is “How do you want to practice?” This opens the door to the vision of the doctor and helps create an office where his clients are very happy practicing. Whether you’re looking at revamping your office, moving to a new office, or launching a new practice, there are lots of great tips for you in this episode.


July 3, 2019 | Estate Planning 101 for Dentists

Today Art visits with his friend and colleague Kelly Cruz, a top notch estate planning attorney. She discusses with Art the dangers of not having estate documents, how wills and trusts are used, and how to protect assets when leaving them to family members. Also they dialogue about difficult decisions, such as how to choose a guardian and whether to hire a corporate trustee to manage your assets upon death. If you have not finished your estate planning, there are lots of great tips in this episode for you.