Ep 20 – Talking With Brad Kucharo About Financial Advice For Orthodontists

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Dr. Leon Klempner and Amy Epstein invited Brad Kucharo, a Certified Public Accountant and Certified Financial Planner from John McGill & Company, to the podcast to give us some financial tips and advice for orthodontics. This is especially timely as businesses plan their end of the year tax strategies, the recent change in the presidential administration, and the ongoing effects of the pandemic, specifically for practices that took Paycheck Protection Program (PPP) loans in 2020.

In this episode, we recap some important topics like:

  • Statistics about practice performance over the last seven months after Covid
  • Preparation for PPP loan forgiveness and the Provider Relief Funds filing
  • Financial advice in case orthodontists again have to stop seeing patients in-person for any length of time
  • How potential tax law changes under President-elect Biden will impact orthodontists
  • Last-minute 2020 tax planning strategies and advice

Achieving practice growth isn’t as simple as it used to be. But with groundbreaking technology and new communication channels to reach more patients, People + Practice is an orthodontic marketing agency that firmly believes that there’s never been a better time to be in practice. 


About The Golden Age of Orthodontics Podcast and People + Practice

The Golden Age of Orthodontics is an award-winning industry podcast produced by People + Practice, a leading orthodontic marketing agency specializing in practice growth, digital marketing, branding, and AI search visibility for orthodontists.

Hosted by People + Practice co-founders Dr. Leon Klempner and Amy Epstein, MBA, the podcast combines decades of firsthand orthodontic practice experience with strategic marketing expertise to help orthodontists navigate an evolving industry.

Dr. Klempner, a retired orthodontist with 38 years of clinical experience, brings a unique understanding of the challenges facing private practices. Epstein, an accomplished marketing strategist with more than 20 years of experience, specializes in helping orthodontic practices attract patients, strengthen their brands, and achieve sustainable growth.

Together, they lead People + Practice, an orthodontic marketing agency that combines deep industry knowledge with data-driven digital marketing, growth consulting, and innovative AI optimization strategies. Their thought leadership extends beyond the podcast into the agency’s work helping orthodontists build stronger, more competitive practices.

Through conversations with leading orthodontists, industry executives, and technology innovators, The Golden Age of Orthodontics reflects the same expertise and forward-thinking approach that makes People + Practice a trusted marketing partner for orthodontic practices seeking measurable growth.

Learn more about People + Practice’s orthodontic marketing services and how our team helps practices turn marketing into new patients.