The Extraction

The Extraction Ep 33: Tax Strategy vs CPA: What Every Dentist Should Know

Most dentists work hard. Too many overpay in taxes because they rely on reactive advice instead of proactive planning. In this episode of The Extraction Podcast, Kyle Bergman and TeamCare CEO Colin sit down with Rachel Michaelov, Founder and CEO of Empire Tax Advisors and Practice Wealth Partners. Rachel shares how a dentist with a large tax liability inspired her to specialize in advanced tax strategies for practice owners. She explains the critical difference between tax preparation and tax strategy, why many dentists write six-figure checks to the IRS unnecessarily, and what practice owners can do before year-end to reduce taxable income legally. Rachel also breaks down entity structure mistakes, reasonable compensation for S Corps, cost segregation strategies, R&D tax credits, and why buying equipment solely for tax savings can backfire. This conversation is packed with practical insights for dentists who want to build wealth while growing their practices. www.teamcaredental.com [www.teamcaredental.com] www.empiretaxusa.com [www.empiretaxusa.com]

The Extraction Ep 32: The Dental Membership Playbook for Growth & Recurring Revenue

Dental insurance may not be the retention tool most practices think it is. In this episode of The Extraction Podcast, Kyle Bergman sits down with Paul Lowry, co-founder of Dental Menu, to unpack what makes membership plans successful and why many in-office plans fall short. Paul shares lessons from a 250,000-patient study that revealed a dramatic gap between cash-pay patient retention and insured patient retention. He explains the difference between discount plans and true membership plans, how subscription-style models can create recurring revenue, and why patient loyalty increases when practices focus on access to care instead of one-time discounts. The conversation also explores referral programs, rewards strategies, team incentives, practice valuation, and the operational importance of accurate practice management software accounting. If you want to reduce dependence on insurance while creating a more predictable and profitable business, this episode delivers practical frameworks you can apply immediately. www.teamcaredental.com [www.teamcaredental.com] www.dentalmenu.com [www.dentalmenu.com]

The Extraction Ep 31: Build Dental Wealth With Smarter Practice Systems

Matt Peterson, financial planner at Cain Watters, joins TeamCare co-founder Colin Ambler and his co-host, Kyle Bergman, to break down what actually builds long term wealth in dentistry. Matt shares why strong production alone does not guarantee financial success, and why the best practices focus on systems, clarity, and operating inside their zone of excellence. The conversation covers Cain Watters’ “3 to 1” philosophy, how compounding wealth works for practice owners, and why the first dentist to reach that milestone often wins financially. Matt also explains how real-time practice analytics can help advisors make proactive decisions around retirement savings, taxes, insurance participation, and growth strategy. You’ll also hear why Cain Watters clients stay for an average of 20 years, how benchmarking data is shaping the future of dentistry, and the biggest money myth many dentists still believe. www.cainwatters.com [www.cainwatters.com] www.teamcaredental.com [www.teamcaredental.com]

The Extraction Ep 30: Stop Losing Patients After Hours

In this episode, Conner Ludlow, CEO of Annie AI Voice, breaks down how dental practices can actually use AI to drive real results. Not hype. Not theory. Real workflows that capture missed opportunities and turn them into revenue. Conner shares his journey from software engineer to dental operator, including early lessons from running a call center and why scheduled appointments without outcomes fail. He explains why AI should be treated as a tool, not a silver bullet, and where it delivers the most impact today. Think after hours call handling, website chat conversions, and automated follow ups. The conversation also explores how TeamCare and Annie work together. TeamCare identifies patient needs from practice data. Annie executes outreach through calls, texts, and chat. The result is a system that replaces missed calls, reduces front desk burden, and improves patient experience. If you want practical ways to increase bookings and stop losing patients, this episode is for you. Hello Annie https://helloannie.com [https://helloannie.com] TeamCare ⁠www.teamcaredental.com [www.teamcaredental.com]

The Extraction Ep 29: Founder Therapy - Scaling Dental with Artificial Intelligence

In this Founder Therapy episode, hosts Kyle Bergman and Colin Ambler break down what is happening inside today’s fastest growing dental practices. Colin shares insights from his recent roadshow visiting top TeamCare clients across the country. From an 11 operatory practice in Dallas to enterprise partners, he explains how high performing teams use structured workflows, real time feedback, and analytics to improve outcomes. The conversation also explores a major industry move. ChrisAd is launching a 24 operatory Anytime Dental practice to test performance systems, incentives, and patient experience in real time. Kyle and Colin discuss how AI is accelerating product development, reducing friction in patient workflows, and reshaping team roles. They also unpack the challenge of adoption and why time to value is the next frontier for dental SaaS. If you want to understand what is actually working in dental practices today, this episode delivers practical insight you can apply immediately. www.teamcaredental.com [www.teamcaredental.com]