.png?width=4983&height=1125&name=4QLogo_withtagline_MASTER%20transparent-01%20(1).png "4QLogo_withtagline_MASTER transparent-01 (1)")
1 min read
Conquer Taxes All Year: Ditch the Panic, Embrace Smart Monitoring
Forget the tax-time frenzy! Smart business owners approach taxes differently. It's not a last-minute scramble, but a...
Episode 240
From Elementary to Existential: Navigating the Evolving Dental Landscape
Host Jarrod Bridgeman and Brogan Baxter, COO of Four Quadrants Advisory, explore how the dental industry has transformed over 20 years. Once "elementary," challenges now include fierce competition, tech demands, dwindling insurance, and staffing crises. They discuss the immense financial and emotional toll on dentists and how reducing overhead can create crucial financial flexibility.
Episode 239
Unlock Your Practice's Potential: Ditching Ego & Doubt
Feeling stuck with practice finances? This episode reveals how mindset, not just external factors, is key to improving overhead, cash flow, and savings. Learn to overcome ego and limiting beliefs, avoid the comparison trap, and adopt a coachable, solution-oriented approach for real business and financial growth in your dental practice.
Episode 238
Are Your Advisors Costing You Millions? The Power of Objective Relationships
Is your loyalty to your accountant or financial planner costing your practice serious money? In this episode, we discuss why focusing on objective results, not personal feelings, is crucial when it comes to your financial and business advisors. Learn how emotional connections can cloud judgment, hurt your bottom line, and when it's time to make tough calls for the financial health of your practice.
Episode 237
Riding the Waves: How Savvy Dentists Navigate Market Volatility
Is market volatility shaking up your investments? This episode of The Millionaire Dentist™ explores how recent market swings impact your portfolio and the essential strategies to navigate them. We emphasize building a custom investment approach tailored to your unique goals, highlighting diversification as key to managing risk. Learn why investing for the long term is crucial to beat inflation and avoid costly panic selling during downturns. Tune in for practical insights on protecting and growing your wealth, even when markets are uncertain.
Episode 236
Life's Curveballs & Practice Pitfalls: Are You Prepared?
Hosts Casey and Jarrod relate life's surprises, like car accidents or seasonal allergies, to the unexpected challenges dental practices face—staff turnover, insurance shifts, tax issues, and more. Reactive management isn't enough, and they explain why proactive planning is essential for navigating these inevitable disruptions.
Episode 235
Tax Time Tactics: Extensions, Payments, & Contributions
Join Jarrod, Steve Levy (CPA, JD), and Brodie Hough (CPA) for essential tax strategies. They cover extensions and audit risk (file on time to avoid penalties!), handling large tax payments via IRS plans, hitting prior-year HSA/IRA contribution deadlines (usually April 15th), and why quarterly estimated payments are crucial to avoid big bills later. Tune in for actionable advice for confident tax management.
Episode 234
Stop Avoiding, Start Succeeding: Essential Habits of Millionaire Dentists
Ready to elevate your dental practice? This episode dives into the actionable habits that consistently lead to millionaire status. Discover how to embrace coachability, make smart decisions with data, and finally master delegation. We'll also break down why patient education is your key to growth, not a source of fear.
.png?width=1200&height=628&name=Episode%20233%20Hubspot%20(1).png)
Episode 233
From Hinman to Your Practice: Mastering Overhead, Insurance, and Cash Flow
Fresh from the Thomas P. Hinman Meeting, Casey and Jarrod dive into the critical aspects of running a successful dental practice. They address the common struggles of managing overhead, navigating insurance adjustments, and optimizing cash flow. Discover why seeking experienced advisors and adopting a holistic approach are essential for building a sustainable and profitable practice and overcoming the resistance to change that can hold dentists back.
.png?width=1200&height=628&name=Episode%20232%20Hubspot%20(1).png)
Episode 232
Create Your Own Cinderella Story: Building Your Dental Practice Beyond the Buzzer
From coaching kids' basketball (and a knocked-out tooth!) to building your dream dental practice, we explore the 'Cinderella story' of unexpected success. Learn why strategy beats talent, and how the right team can propel your practice to multi-millionaire status.
Episode 231
Backwards Decisions: Why Your Dental Practice Growth Might Be Failing
Before hiring an associate or opening a new location, are you truly ready? In this episode of The Millionaire Dentist™, we dive into the critical importance of proper sequencing and planning in dental practice management. Learn how to get your core operations and financials in order, avoid costly "backwards" decisions, and leverage expert advice from accountants and advisors to build a sustainable and profitable practice.
Episode 230
Four Financial Factors: The Key To Practice Advising
The right financial advisor can make all the difference for dentists. In this episode, we explore four key factors to consider—from choosing a fiduciary to finding an advisor who understands the unique financial challenges of running a practice. Learn how to align investment strategies with your goals, avoid conflicts of interest, and access resources to build a thriving, financially secure future. Tune in and take control of your success!
.png?width=1200&height=628&name=Episode%20229%20Hubspot%20(1).png)
Episode 229
Decoding Social Security: A Dentist's Guide to Maximizing Retirement
Dentists: Want to maximize your retirement income? This episode features CFP® Will Chrisman discussing the crucial role of Social Security in your retirement plan. Learn the pros and cons of claiming early vs. later, how to integrate Social Security with your finances, and the importance of planning for potential uncertainties. Build a secure financial future!
.png?width=1200&height=628&name=Episode%20228%20Hubspot%20(1).png)
Episode 228
Maximize Your Dental Practice Tax Savings: Expert Strategies with CPA Kevin Rhoton
Are you a dental practice owner overpaying taxes? Casey and Jarrod discuss powerful tax deductions and strategies with CPA Kevin Rhoton. Learn how to maximize retirement contributions (401(k)s, SEP IRAs, and more), leverage HSAs, and understand the rules around gifts and charitable donations. Kevin also covers mileage tracking and stresses the importance of proactive, year-round tax planning with a trusted CPA.
Episode 227
Retirement Dilemma: Balancing Slowdown with Success
This episode explores the challenges dentists face nearing retirement. We discuss the urge to ease workload, which can hurt practice performance and its sale value. We emphasize the importance of strong finances and consistent practice performance in the years leading up to retirement to maximize sale proceeds and secure a comfortable future.
Episode 226
DSOs: Friend or Foe?
Dental Service Organizations (DSOs): They're a hot topic in dentistry, but are they a friend or foe for your practice? In this episode of The Millionaire Dentist™, we cut through the hype and provide a data-driven look at the DSO landscape. We discuss EBITDA, DSO multiples, and more.
Episode 225
Back to Life, Back to Reality
Dentists, are you feeling the squeeze? The pandemic may have masked serious financial issues in your practice. Now, with inflation and aid drying up, cash flow is tight. This episode tackles the tough realities: rising costs, employee demands, and the need to get your financials in order. We'll explore solutions and highlight resources to help you thrive.
.png?width=1200&height=628&name=Episode%20224%20Hubspot%20(1).png)
Episode 224
Holiday Cheer and Tax Year Fear: Navigating Year-End Tax Strategies
'Tis the season for holiday cheer and year-end tax planning! We'll discuss the new Beneficial Ownership Information (BOI) reporting requirement, tax-smart strategies for holiday bonuses and parties, and upcoming changes to tax brackets and 401(k) limits. Plus, we'll share advice on equipment purchases and promote upcoming educational events.
Episode 223
Tax Troubles and Unexpected Expenses: Protect Your Dental Practice
Unexpected financial challenges can derail your dental practice. Learn how to avoid costly surprises and maintain financial stability by working with a specialized dental accounting firm. Plus, discover upcoming speaking events hosted by the Four Quadrants Advisory team.
Episode 222
Decisions, Decisions: How Your Choices Shape Your Practice
This week, Casey and Jarrod discuss decision-making. Listen to learn how crucial life decisions can impact your dental practice's financial health. Discover strategies to improve your cash flow, work-life balance, and overall well-being.
Episode 221
New Government Regulations Will Impact 401Ks and Employees
In this episode, Casey and Jarrod are joined by Will Chrisman, AWMA™ to break down the key changes from the Secure Act 2.0 that you need to know, including higher contribution limits for 401(k)s, new student loan matching options, automatic enrollment in retirement plans, and later RMDs. Plus, we'll discuss the new 529 to Roth IRA rollover, and how to work with financial advisors to maximize your retirement savings. Don't miss this essential episode to secure your financial future!
Episode 220
Dental Dilemma: Navigating the High Cost of Hygienists
Dental hygienist wages are soaring, and many are still looking to jump ship. Casey and Jarrod discuss the factors driving this trend and offer practical strategies to manage employee compensation effectively without sacrificing your practice's financial health.
Episode 219
Navigating Business Models in Dentistry
Tired of the dental grind? Join us as we dive deep into the world of dental business models. From insurance-heavy practices to fee-for-service, we'll explore the pros and cons of each approach. Discover how to create a sustainable practice that aligns with your vision, and learn to navigate the challenges of emergency dentistry. Stop complaining and start taking action.
Episode 218
Tax Planning for Dentists: Avoiding Surprises and Maximizing Deductions
In this episode, CPA Steve Levy provides essential insights for dental professionals on the importance of tax planning and estimated tax payments. We explore the risks of overpaying or underpaying taxes, the benefits of the pass-through entity tax, and the various methods for making estimated tax payments. Join us as we discuss how proactive tax planning can help you avoid surprises and maximize your deductions.
Episode 217
The Jaded Dentist: Finding a Path to Renewal
Tired of feeling burnt out as a dentist? You're not alone. Many dental professionals grapple with overwhelming stress, administrative burdens, and the relentless pace of modern practice. Join us as we dive into the challenges facing today's practitioners and explore the root causes of burnout.
Episode 216
Defining Your Dental Destiny: What Matters Most?
Join Casey and Jarrod as they delve into the crucial step of defining your dental practice's vision and personal goals. In this episode, they explore the importance of understanding what truly matters to you, the trade-offs involved in achieving your aspirations, and the power of seeking professional guidance. Discover how to set clear objectives, stay focused on your path, and create a fulfilling dental career that aligns with your values.
Episode 215
Diving into the Deep End: Taking Calculated Risks in Dentistry
Taking big decisions in dentistry can feel like jumping into a pool blindfolded. In this episode, we'll explore the importance of taking calculated risks and avoiding impulsive decisions. We'll share tips on making informed choices and the benefits of seeking external help for accounting and financial planning. Let's dive into the exciting world of dental risk-taking!
Episode 214
Navigating Tough Times: Firing Patients and Staff in Dental Practices
This episode tackles the tough topic of firing patients and staff in dental practices. We discuss strategies for handling difficult patients, empowering staff, and making strategic termination decisions. We also explore leadership, coaching, and self-care for practice owners.
.png?width=1200&height=628&name=Episode%20213%20Hubspot%20(1).png)
Episode 213
Keep Things Simple: Avoiding Common Accounting Pitfalls
Running a successful dental practice isn't just about patient care – it's also about managing your finances effectively. In this episode, we're joined by the accounting guru, Kevin Rhoton, CPA and MBA. He's here to shed light on common accounting mistakes and how to keep your books simple but not too simple.
Episode 212
All That Glitters Isn't Gold
Owning a practice is exhilarating yet overwhelming. In this episode, Casey and Jarrod explore the emotional highs and lows of ownership, uncovering decisions that may not stand the test of time. Gain insights into the complexities and rewards of managing your own practice.
.png?width=1200&height=628&name=Episode%20211%20Hubspot%20(1).png)
Episode 211
Dentistry Demystified: Choosing Your Dream Practice
Unsure if you want to be a solo dentist or run a multi-chair empire? This episode is for you! Casey and Jarrod break down the different types of dental practices, from solo proprietorships to group practices. They'll help you identify your strengths, navigate fee-for-service vs. insurance models, and guide you toward finding your dream dental practice setup. Tune in and get ready to dive into the world of dental careers!
Episode 210
FINANCIAL FORESIGHT - REGRETS IN FINANCIAL PLANNING
In this thought-provoking episode, Casey and Jarrod focus on the financial regrets that plague many older dentists. Inadequate retirement planning and financial missteps can haunt dental professionals long after they've hung up their scrubs. Our hosts provide actionable advice on how to secure a more stable financial future. Don't miss this episode if you're looking to gain valuable insights on managing your finances effectively throughout your dental career.
Episode 209
Schemes Unveiled: Insider Tips from Tax Professionals on Staying Safe
In this eye-opening episode, Casey and Jarrod team up with tax expert Kevin Rhoton, a seasoned CPA and MBA, to delve into some of the most alarming tax schemes that the IRS has been warning the public about. Kevin breaks down the intricacies of these schemes, offers practical advice on how to spot them, and shares tips on protecting yourself from becoming a victim. Don't get duped—tune in today and arm yourself with the knowledge you need to keep your finances secure.
Episode 208
Unmasking Ownership: The Power and Purpose of Beneficial Ownership Reporting
Casey and Jarrod invite Steve Levy CPA & JD to demystify the new Beneficial Ownership Information (BOI) reporting requirements. This episode covers why BOI is crucial for transparency and accountability, key compliance dates, and the ramifications of missing deadlines. Steve offers essential strategies to maintain compliance and avoid penalties. Tune in for vital insights and expert guidance to navigate BOI mandates effectively.
.png?width=1200&height=628&name=Episode%20207%20Hubspot%20(1).png)
Episode 207
Top Tips for Hiring in Your Dental Practice: Finding the Perfect Fit
In this insightful episode, Casey and Jarrod speak about the critical process of hiring the right fit for your dental practice. They understand that finding the perfect team member can make or break the success of a practice. Join them as they share their top tips and strategies for identifying and attracting candidates who have the necessary skills and align with your practice’s values and culture.
Episode 206
COMMITMENT COUNTS: WHY CONSISTENCY IN FINANCIAL PLANNING MATTERS
In today's episode, Casey and Jarrod focus on commitment and consistency in financial planning. They discuss why staying committed to financial goals and maintaining consistent habits, such as regular saving and investing, is crucial. The hosts share stories of individuals who have successfully achieved their financial goals through perseverance and discipline. They also advise on staying motivated and overcoming challenges along the way. By the end of the episode, listeners will be inspired to stay the course and make consistency a cornerstone of their financial planning journey.
.png?width=1200&height=628&name=Episode%20205%20Hubspot%20(1).png)
Episode 205
SCALING DOWN STRESS: DENTISTS AND THE FEAR OF TAKING TIME OFF
Casey and Jarrod tackle the financial concerns that often accompany taking time off in this episode. They discuss the economic pressures dentists face, such as maintaining overhead costs and paying staff, which can make the idea of a vacation daunting. This episode aims to debunk the myth that taking a break will lead to financial ruin.
Episode 204
When a Dentist Needs to Stand Up for Themselves
In this week's thrilling episode, join Casey and Jarrod as they explore the pivotal moments when dentists and practice owners must assert themselves against challenges posed by employees, patients, DSOs, and PPOs, along with the advantages that can be reaped from such standoffs.
Episode 203
Why Every Dentist Needs to Understand Quarterly Tax Estimates
Casey and Jarrod are joined by Kevin Rhoton, CPA and MBA, who brings his wealth of knowledge in accounting and tax planning to the table. Learn how proactive tax planning can mitigate risks, reduce tax liability, and ensure financial stability throughout the year.
Episode 202
Finding Fulfillment: When Being Part of the Game or Running a Practice is Your World
Hosts Casey and Jarrod dive deep into the ethos of dental entrepreneurship. They challenge the status quo, asking the provocative question: "Is it ok to just own a dental practice?" With a blend of tough love and insightful advice, they explore the fine line between comfort and complacency. Join them as they dissect the mindset needed to transcend mediocrity, using the framing device of team travel sports and redefine what success means in the dental industry.
Episode 201
Four Quadrants’ CE Presentations - More Than Just Credits
Casey and Jarrod take you behind the scenes of their acclaimed CE Presentations. They discuss tangible takeaways and the intangible benefits that can propel your career to new heights. Discover how their presentations go beyond the ordinary, offering a unique blend of motivation, inspiration, and practical knowledge. If you're looking to book speakers who can make a difference at your next dental meeting or conference, Casey and Jarrod invite you to reach out. Don't miss this episode of actionable advice for dental professionals looking to thrive!
Episode 200
7 Essential Accounting Metrics to Track for Practice Owners
In this insightful episode of The Millionaire Dentist™, Casey and Jarrod sit down with Kevin Rhoton, CPA, MBA, to discuss the critical, yet often overlooked, accounting metrics that can make or break a dental practice. From understanding overhead costs to identifying revenue leaks, this conversation is packed with valuable tips on keeping your practice financially healthy and thriving.
Episode 199
Navigating Success in Dentistry
Join Casey Hiers and Jarrod Bridgeman as they look into successful dental practices. This episode explores the varying levels of success and the unique challenges that come with each plateau. From managing a growing team to handling the financial aspects of a thriving practice, listen in as they discuss navigating the waters of success without getting lost in the stress.
Episode 198
7 Numbers Every Practice Owner Needs to Know
In this episode, Casey and Jarrod discuss the seven critical financial metrics every dental practice owner must closely monitor. Knowing what to look for and how to avoid these financial traps can safeguard your practice and personal financial well-being.
Episode 197
Practice Owners: The Head Coaches & the Star Players
With March Madness on the horizon, Casey and Jarrod delve into the similarities between basketball and running a dental practice, highlighting how practice owners take on the dual roles of head coach and star player.
Episode 196
Navigate the World of 401(k)s
Feeling perplexed or uncertain about the ins and outs of a 401(k) and how it impacts you as the practice owner and your employees? Join Casey and Jarrod as they bring in Kal Owen, an associate financial planner from Four Quadrants, to dive into the world of 401(k)s and shed light on some of the recent changes that have taken place.
Episode 195
Will You Be Ready When the Chickens Come Home to Roost?
Courage is not just about facing fears, but also about embracing uncertainty and embracing challenges head-on. Join us as we uncover the power of courage in navigating the complexities of being a practice owner.
Episode 194
Being a New Practice Owner Creates New Problems with Dr. Michael Taher
Join Casey and Jarrod this week as they sit down with Dr. Michael Taher to explore the intricate journey of taking over a family practice. Tune in as they discuss the ups and downs that come with an established practice and how it may not be as easy as one thought to just slide in and keep everything running smoothly.
Episode 193
Can Chasing Down Tax Deductions Cost You More?
Kevin Rhoton, MBA and CPA, joins Casey and Jarrod in this special episode to discuss ways that practice owners try to lower their taxes and how they may not be worth the time and effort.
Episode 192
The Successes of Year One, Year Five, and Beyond!
In this exciting episode, join Casey and Jarrod as they delve into Four Quadrants clients' remarkable achievements from their first year and beyond. Discover the incredible success stories that have unfolded over time and get inspired by their journey to greatness.
Episode 191
The Practice Owner Mindset: Be Courageous!
In an engaging conversation, Casey and Jarrod delve into the fascinating intricacies of practice owners' mindsets that we have encountered nationwide for more than two decades. Discover the pivotal role courage plays in paving the path towards achieving remarkable success.
Episode 190
Covering All the Bases on Tax Basis
In an engaging conversation, Casey and Jarrod join forces with CPA Kevin Rhoton to delve into the realm of Tax Basis. Uncover the mystery behind its significance and gain a deeper understanding of its implications. Discover why it's crucial to stay vigilant and keep a watchful eye on this crucial aspect.
Episode 189
Confused about Cash Flow and Tax Issues?
In this episode, Casey and Jarrod tackle the issue some practice owners have of relating their poor cash flow to their tax problems. While fixing your tax situation is a good start there is an entire world of steps to get you on the right path to fixing your cash flow.
Episode 188
The Secret World of Shareholder Loans in Dentistry
Join Jarrod as he welcomes the esteemed Kevin Rhoton, CPA, as this week's special guest to unravel the mysteries surrounding Shareholder Loans. Discover what they are, where to uncover their existence, and uncover the hidden downsides that make them so unfavorable.
Episode 187
Starting 2024 Off Strong
Join Casey and Jarrod on The Millionaire Dentist, igniting the start of 2024. Get ready to be captivated as they delve into the significance of returning from the holiday break with a resounding bang.
Episode 186
Unveiling the Importance of Beneficial Ownership Information
In this episode, Jarrod teams up with Steve Levy, a highly knowledgeable CPA and JD, to delve into the intriguing topic of BOI, also known as Beneficial Ownership Information. Discover what this crucial information means for you and your practice.
Episode 185
2023 Year-End Tax Wrap-Up
Join Steve Levy, a highly skilled CPA and JD, as he teams up with Jarrod in this exclusive episode of the Millionaire Dentist. Together, they delve into the world of taxes and provide valuable insights for practice owners like you who want to stay ahead before the year comes to a close.
Episode 184
Ch-Ch-Changes. For Better or Worse.
Join Casey and Jarrod in this captivating episode as they delve into the topic of change, exploring its impact on personal growth and professional development. Discover why change can bring about positive and negative outcomes, and uncover why so many individuals are hesitant to embrace it.
Episode 183
What Are You Thankful For?
In this episode, Casey and Jarrod delve into the spirit of Thanksgiving as they explore the various subjects and ideas that practice owners may find themselves grateful for, even in the face of seemingly negative outcomes.
Episode 182
The 2024 IRS Retirement Plan Limit Changes
As we approach 2024, the IRS has wasted no time in revealing their latest updates to the retirement plan limits. Renowned expert Steve Levy, CPA and JD, teams up with host Jarrod Bridgeman to analyze these new limits and shed light on their implications for practice owners.
Episode 181
Investments and a Volatile Market with Jason Smith, CEO & President
Joining Jarrod on this episode is Jason Smith, the brilliant mind behind Four Quadrants Advisory. Get ready to delve into his innovative investment methods that thrive even in the face of a volatile market. Learn how we strive to protect our clients' assets.
Episode 180
Are You Owning Your Sh*t?
How often do you find yourself networking with other practice owners in your area, only to be bombarded with complaints about staff? Have you ever caught yourself doing the same? It's tempting to brush off the real issues your practice faces by simply blaming the staff, but Casey and Jarrod are here to delve into the heart of the matter. They discuss how the success or failure of your practice ultimately begins and ends with you - the owner.
Episode 179
Fun, Important, and Educational: Four Quadrants CE
In this episode of the Millionaire Dentist Podcast, hosts Casey Hiers and Jarrod Bridgeman discuss their upcoming CE course in Orlando, Florida. They emphasize the importance of mastering the business side of dentistry and how their course can help dentists overcome challenges in practice ownership.
.png?width=1200&height=628&name=Episode%20178%20(1).png)
Episode 178
How Inflated Are You?
Are your insurance adjustments causing you concern? What about your overhead costs and employee salaries? Have you been feeling overwhelmed by how high everything seems lately? Join Casey and Jarrod as they delve into these aspects and more, exploring how they can leave practice owners feeling defeated.
Episode 177
Not All CE Is Created Equal
In this episode, Casey and Jarrod delve into the importance of continuing education (CE) and shed light on the fact that not all courses are of the same caliber. Discover invaluable insights on how to discern classes that truly add value to your time and efforts.
Episode 176
Excuses Practice Owners Tell Themselves
In this enlightening episode, Casey and Jarrod delve into the various justifications that practice owners often use to rationalize their financial underperformance. Join them as they explore the excuses that are commonly employed to explain this phenomenon.
Episode 175
Size Matters (When It Comes to Entity Structure)
Joining Casey and Jarrod on this episode of The Millionaire Dentist is none other than Kevin Rhoton, a highly acclaimed CPA and MBA. Together, they delve into the intricate world of entity structure, taxes, and how these vital elements interconnect to either bolster or burden your financial standing. Get ready to uncover the secrets that can make a significant impact on your wallet.
Episode 174
Distractions and Cocktail Party Talk
Casey makes a triumphant return from Houston to engage in an intriguing discussion with Jarrod. Together, they delve into the fascinating realm of psychology, uncovering the underlying reasons why certain practice owners feel compelled to put on a show in group settings.
Episode 173
The State of CE and Events
Casey and Jarrod, the dynamic duo of dental knowledge and entertainment, reunite once again to deliver the latest and juiciest updates from the world of dental continuing education (CE) and events. With their unrivaled passion and expertise, they dive deep into the industry's hottest topics. Brace yourself for an exhilarating journey as they take you on an unforgettable adventure through the captivating world of dental CE and events.
Episode 172
Are faulty systems and processes costing you?
Are your dental practice's systems and processes causing you to lose money and your peace of mind? From clinical work to staff management to financials, the importance of efficient and reliable systems cannot be overstated. Listen and Casey and Jarrod dive into this all-to-important topic.
Episode 171
Why a Well-oiled practice is like a perfect venue
Casey makes a triumphant comeback from St. Louis, ready to delve into a captivating discussion with Jarrod about the remarkable parallels between successful venues and dental practices.
Episode 170
Time to Clean Out Your Filing Cabinet. A Guide to Record Retention.
Join Jarrod and Steve Levy, a knowledgeable CPA and JD, as they delve into the fascinating realm of record retention. Discover the surprising truth that you don't need to hoard everything indefinitely.
Episode 169
What Can Cause High Overhead?
Casey and Jarrod come together to delve into the topic of high overhead and uncover the primary culprits that may be causing your practice to endure this burden.
Episode 168
How Can My Practice Survive a Few Short Months?
Are you tired of your dental practice experiencing a slump during certain months every year? Discover expert tips from Casey and Jarrod on how to overcome this challenge and find relief. They will share tried and tested methods that will alleviate the pain and help your practice thrive.
Episode 167
What If I'm Already Crushing It?
You are the proud owner of your own thriving practice. You're not just doing well, you're excelling beyond measure. You might find yourself proudly proclaiming, "I'm absolutely dominating!" Raking in substantial profits, and enjoying a remarkable lifestyle - it's all within your grasp. However, ponder this thought: could there be an even higher level of success waiting to be unlocked?
Episode 166
3 Questions We Ask Every Practice Owner
Before we even start the process of looking into a practice's finances, we ask 3 simple but possibly hard-to-answer questions. Casey and Jarrod go over each question, the purpose behind them, and why they are so important to all parties involved.
Episode 165
Common Reasons Why Dentists Can't Save
Do you find it hard to save money the right way or at all? You're not alone. This is a common issue in the dental community. Casey and Jarrod discuss a few of the most common reasons why dentists are unable to save.
Episode 164
The Importance of Quarterly Tax Estimates
Casey and Jarrod are joined by Kevin Rhoton, CPA, and MBA, to talk about quarterly tax estimates and why they are so essential to practice owners.
Episode 163
F.I.R.E. Financial Independence Retire Early
When you find an excellent external financial advisory team, you can get yourself onto a path of financial freedom. The earlier you do that, the better. Casey and Jarrod discuss how clients of Four Quadrants have the ability to retire when they want and still be able to afford the lifestyle they are accustomed to.
Episode 162
Is Your Hygiene Department Costing You Thousands?
Casey and Jarrod discuss an area of your practice that could be causing you to miss out on thousands of dollars each year. Don't ignore the potential of your hygiene department.
Episode 161
Suspect Embezzlement? Here's What to Do.
The 'E' word. Embezzlement. A larger number of practices are victim to this than you might think. Casey and Jarrod walk through what you should do if you suspect a staff member of stealing.
Episode 160
The Razzle-Dazzle of DSOs
Back from traveling across the country to multiple dental shows, 4Q's Chad Tothero talks to Casey and Jarrod about how DSOs try to pull out all the stops for their booths.
Episode 159
Large Tax Surprises Got You Down?
Tax day came and went. Did you end up owing or receiving more than $10,000 when everything was filed? If so, there is a better way. CPA Kevin Rhoton joins Jarrod to discuss tax surprises, how to help with preventing those, and to explain how you can double-check your CPA with a complimentary tax assessment.
Episode 158
Is It Time To Spring Clean Your Practice Finances?
Spring is in the air. It's that time of year when people open their windows and do some deep cleaning. In this episode, Casey and Jarrod discuss spring cleaning and how that relates to your practice finances.
Episode 157
Are Tax Extensions a Good Idea?
Tax returns are due on April 18th of this year. Have you finished yours? If they're not ready, you may want to apply for a tax extension. CPA Steve Levy joins Jarrod to discuss the good, the bad, and the reasons why extending may make sense.
Episode 156
Finding the Right Financial Planner
CFP® Stacy Phillips explains to Casey and Jarrod the differences between an investment advisor and a financial planner, what to look for in a financial planner, and what red flags you need to check on.
Episode 155
The Silicon Valley Bank Hullabaloo
Casey and Jarrod are joined by CFP® Colin Holmes to help explain why Silicon Valley Bank has been making headlines lately and whether or not you should be worried as a business owner.
Episode 154
Why is the Average Retirement Rate for Dentists Lower than the Rest of America?
Casey and Jarrod discuss a very interesting factoid about how the average age for retirement for a dentist is 69 while the average retirement age for the rest of America is 62.5.
Episode 153
Is Poor Cashflow Hurting Your Practice?
Casey's back and ready to impart some wisdom on co-host Jarrod. Poor cashflow is a common issue with dental practice owners and our hosts walk through the reasons that cause it.
Episode 152
Don't Get Suckered into the Hype of Owning Several Different Practices!
Our host Jarrod is joined by the CEO and Founder of Four Quadrants Advisory, Jason Smith, to discuss and dispute the hype that has been building in the world of dentistry that you need to own several practices to become wealthy.
Episode 151
Different Practices, Different Parts of the Country, Same Fundamental Issues
Casey and Jarrod are joined by Chad Tothero, Regional Sales Rep for Four Quadrants, to discuss what attending our CE event is like and how different but similar dental practices across the country are.