THE MILLIONAIRE DENTIST™ PODCAST
Learn the secrets to financial success
Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build a secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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