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.
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.
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.
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.
Casey and Jarrod are joined by the COO of Four Quadrants, Baxter Brogan, to reminisce about the very first episode of The Millionaire Dentist six years ago and how the firm and dentistry have changed since then.
Casey and Jarrod sit down for an entertaining discussion on what the perfect recipe is for chili and how that relates to dental practices.
Casey returns to join Jarrod on this week's episode where they dive into dental practice pains and how they may be the same or different depending on geography and the doctor's age.
New year. New updates to retirement accounts. Jarrod is joined by Sam Neff, Associate Financial Planner from Four Quadrants, to give updated numbers to the 401k, IRAs, and help explain the differences between different kinds of plans.
Hiring an associate sounds like a good idea. It's a sign that you're successful. Problem is that it doesn't always work out. Casey and Jarrod discuss what to consider before hiring an associate and the snowball effect of not doing it correctly.
It's a brand new year. Casey and Jarrod return from break to discuss healthy habits and the effects they can have on a dental practice.
Steve "Pipes" Levy, JD, CPA, joins Casey and Jarrod to school them on some year-end tax information that applies to both you and your dental practice.
2023 is nearly here. Have you set yourself up with any resolutions or goals for the new year? Casey and Jarrod discuss how setting quantifiable professional goals can make a large difference throughout the year.
The Holiday Season is upon us! Casey and Jarrod discuss the joy of giving and the joy of the hard numbers our clients are making and saving after joining our firm.
In Part 3 of 3, Casey and Jarrod dive into more detail about what areas our complimentary assessment covers. They talk about the final two options available: Mergers & Acquisitions, and Transitions.
In Part 2 of 3, Casey and Jarrod dive into more detail about what areas our complimentary assessment covers. They talk about three of the 8 options available: Cashflow Strategies, Debt Management, and Investment Strategies.
Casey and Jarrod dive into more detail with what areas our complimentary assessment covers. In this first part, they talk about three of the 8 options available: Business Consulting, Tax Planning & Accounting, and Financial Planning.
CPA Steve Levy stops by to explain to Casey and Jarrod what Student Loan Forgiveness is, who qualifies, which loans qualify, and how to apply.
You've been a successful practice owner for years but you've reached a point where you've plateaued financially. Maybe it's time to get some expert advice. Casey and Jarrod discuss how after nearly 20 years in business, Four Quadrants Advisory has launched a free Complimentary Practice Assessment.
Your dental practice has been successful for years now, but can it be more successful? Do you have a feeling in your gut that you could be making more money and saving more money? Casey and Jarrod discuss how getting a second opinion from dental-specific financial experts can uncover areas that could be improved.
What are you doing to get better? It's a simple question that doesn't always have a simple answer. Casey and Jarrod discuss how practice owners are working to improve their practice and life and while some others may be too complacent to change.
DSOs. A trending topic among the dental community. There are pros and cons to everything in life, including being in a DSO or owning your own dental practice. Casey and Jarrod discuss the world of DSOs and how it seems there has been a recent PR push to keep the negative talk of DSOs down.
What's one of the most significant issues when trying to achieve your goals? Getting in your own way. Casey and Jarrod discuss how practice owners can unintentionally trip themselves up.
What do you value more: Real advice? Or advice from someone just telling you what you want to hear? Sure, the latter may make you feel good, but are they looking out for you in the long term? Jarrod and Casey discuss how getting real advice from dental-specific advisors can make all the difference.
CPA Steve Levy joins Jarrod to explain the Inflation Reduction Act of 2022 and why practice owners should care.
Casey and Jarrod are joined by special guest Dr. David Rice, founder of IgniteDDS, to discuss his career path as a successful dental practice owner and how he initially came about the business wrongfully. He teaches young dentists ways to get on a successful path early.
Casey returns from the AGD Conference in Florida to discuss with Jarrod the importance of holding your patients accountable.
Jarrod is joined by Steve Levy, CPA and JD, to talk about the importance of winding down your practice as you reach retirement. Steve provides a list of to-dos that need to be done during that process.
The mindset of a dentist, especially that of a practice owner, is different from every other field out there. Casey and Jarrod discuss the ins and outs of how dentists think and why Four Quadrants understands them so well.
Casey and Jarrod discuss how practice owners think they're saving money on the business side of their practice by doing it themselves or by paying for inferior advice and how that can cause major issues and money for years to come.
Casey returns from the Florida Dental Convention and speaks with Jarrod about his newfound insight on how sleep can affect a practice owner's overall health and mental well-being.
Jarrod is joined by Stevy Levy, CPA & JD, and Stacy Phillips, CFP™ to discuss the importance of having a PTO policy in place in your practice.
Summer is here which means cookouts, pools, and heat. Casey and Jarrod discuss things that dentists can do when the 'heat' is on in their practice.
Jarrod is joined by Steve Levy, CPA, and Colt Smith, Senior Tax Accountant, to discuss the tax benefits and other positive outcomes of having your child work in your dental practice.
Casey and Jarrod are joined by Dr. Grace Yum, the Founder & CEO of Mommy Dentists in Business, in this special episode to discuss work-life balance and why it is so important.
Looking to buy another practice or even your first practice? What an exciting time! Casey and Jarrod discuss some core things you need to think about when acquiring a practice.
A long shot won the Kentucky Derby this year. If you're thinking that you can save your dental practice by betting on a long shot, you should think again.
Steve Levy, CPA and JD, stops by to give Jarrod and Casey the lowdown on the Business Personal Property Tax. Learn how this tax affects your practice and your wallet.
Casey and Jarrod welcome Josh Smith, Co-Owner and COO of Dental Claim Support, to discuss insurance, insurance adjustments, and how managing them is vitally important to your practice and bottom dollar.
Jarrod is joined by special guest Jason Smith, Founder, CEO, and President of Four Quadrants Advisory to discuss how PPO plans can hurt your business and how to get out of them without killing your practice.
Thinking of adding a partner to your dental practice? Casey and Jarrod discuss some of the common pros and cons that stem from adding a fellow dentist onboard.
Are you tired of your external team only telling you what they think you want to hear? Or maybe they don't really give you any answers or advice. Casey and Jarrod discuss what signs may be out there that should influence you to reach out to a new team.
How is basketball like dentistry? Casey and Jarrod discuss the similarities in how both are approached. Also, find out who won the Four Quadrants March Madness bracket!
What is a tax surprise? How bad can it really be? Casey and Jarrod are joined by Steve Levy, CPA at Four Quadrants, to chat about taxes and things to look out for to prevent tax surprises.
You're considering selling your practice. Along comes a DSO with an offer. Casey and Jarrod discuss how an offer from a DSO can be tempting but does that make it good?
Casey and Jarrod discuss the upcoming tour where Four Quadrants will be visiting several cities across the US spreading the good word on how to Master the Business Side of Dentistry.
Casey and Jarrod are joined by Stacy Phillips, CFP®, to chat about practice transitions and why you should start thinking about them years before you're ready to retire.
Casey and Jarrod welcome Christopher Howard, a national sales representative for Four Quadrants. Christopher has worked with dentists in several different capacities during the course of his career. He gives some insight into changes he's seen in the dental field over the years.
Casey and Jarrod return this week with Dr. Brent Habecker. Dr. Habecker discusses why he decided he needed to change up his external finance team and how things have gotten better since the switch.
Casey and Jarrod are joined by Dr. Brent Habecker. Dr. Habecker owns a practice in Michigan and is highly successful. As a younger dentist, whose dad is also a dentist, he talks about how things are different now for people coming up through school.
It's a new year and yet again there have been some changes made for retirement and social security. CPA Steve Levy joins Casey and Jarrod to discuss the Cost of Living Adjustments (COLA) for 2022.
While every business and practice may have some issues, some are harder than others to admit. Casey and Jarrod discuss 7 of the biggest things that practice owners have a hard time admitting to themselves.
Leaving money on the table every year? In denial that you're stuck on the hamster wheel? Casey and Jarrod present 7 reasons why you might need to upgrade your external team.
What is a future pain? Casey and Jarrod discuss what is considered current pain, what is considered future pain, and what can be done about it.
Casey and Jarrod are joined by CPA Steve Levy to discuss the Research Tax Credit. This under-used tax credit can be a major boon for practice owners.
Our 100th episode! Casey and Jarrod celebrate this milestone with a discussion on how boring can be sexy. Listen and learn why practice owners are choosing boring.
Casey and Jarrod are joined by CPA Stevy Levy to discuss a few of the things to keep in mind tax-wise as the year ends.
Casey and Jarrod discuss ways in which practice owners, and people in general, tend to hold themselves back from achieving more and offer some ideas on how to combat that.
Casey is joined by Mollie and Cheri, the wives of two successful dental practice-owning partners. They discuss, from their perspective, how life was before and after partnering with Four Quadrants Advisory.
Jarrod hired a fitness coach/nutritionist? Yes. It's true. Casey and Jarrod discuss the parallels between coaches and what Four Quadrants does and how it takes self-drive to make anything happen.
Casey and Jarrod discuss the recent surge in the inflation rate and what could have led to this and what it means for the future.
Casey is joined by Steve Levy, CPA, to discuss practice owners that operate as an S-Corp and how employee benefits play into it.
Casey and Jarrod discuss the journey that many Four Quadrants' clients go through in the first few years. More money isn't the only benefit.
Stacy Phillips, CFP® joins Casey and Jarrod to discuss the upsides and downsides of insurance plans. Hear from the experts about how removing certain plans can benefit your practice.
Casey and Jarrod discuss the importance of marketing to get new patients, but after that what keeps them coming back? Working on ways to improve patient retention is a more important goal than dumping money into marketing.
Steve Levy, CPA, stops by for a quick update on what the 4th Phase of HHS brings. Casey and Jarrod learn a thing or two.
The most elite golfers in the world need a team to support them and so do practice owners. Casey and Jarrod discuss the Ryder Cup and how that applies to the world of the business side of dentistry.
It's Football Season and that means time for fantasy football. Is there a way to connect how fantasy football works to how a dental practice operates? Casey, Jarrod, and Special Guest Stacy Phillips CFP® find a way.
Is there a basic list of questions and thoughts every practice owner should consider? Jarrod and Casey discuss several questions that Four Quadrants will ask in an initial call.
Casey and Jarrod discuss why people get into dentistry and how perceptions shift from school all the way through owning a practice.
Casey and Jarrod discuss common pains and symptoms a dental practice may be experiencing. It's not enough to fix it, you need to understand what's causing the pain.
Steve Levy, a CPA with Four Quadrants, joins Casey and Jarrod to update our listeners on the current news and status of PPP, HHS, ERC, and EIDL.
What is EBITDA? And why are people talking about it? Casey and Jarrod break it down and explain how it's important but not the most important thing to keep track of in your practice.
Casey and Jarrod are joined by Toby Hampp and John Malone to discuss three of the most common things in a practice that lead to stress for a dentist.
Casey and Jarrod are joined by Toby Hampp, a Four Quadrants Representative, to discuss how dentists are so capable with their hands when it comes to the chair but still let money slip through their fingers.
Casey and Jarrod sit down and discuss the current state of the world of dentistry in how that applies to state meetings, associations, and conventions.
Casey and Jarrod welcome Colt Smith, Senior Tax Accountant at Four Quadrants, to discuss what you should consider when trying to set your own salary as a practice-owning dentist.
COO Brogan Baxter joins Casey and Jarrod to discuss fee-for-service and breaking the insurance cycle and how that can greatly impact your practice and financial well-being.
Have you ever had a patient that you feel yourself dreading when you see them on the schedule? More patients mean more money but sometimes a particular patient isn't worth your time and effort. Casey and Jarrod are joined by Toby Hampp, a National Sales Rep for Four Quadrants, to discuss when and how to fire a patient.
Buying and selling a dental practice is a lot of work and can be stressful. Casey and Jarrod discuss some of the dos and don'ts of practice transitions.
Casey and Jarrod are joined by Certified Financial Planner Stacy Phillips to discuss the hierarchy of needs and how everything starts with the practice, especially practice cash flow and bank accounts.
Seems like every practice owner wants to grow. But have they really sat down and asked themselves why? Casey and Jarrod dig into the psychology of why people want to grow.
How many times have you asked for specific advice from your advisory team and received a wimpy, half-hearted answer in return that really didn’t answer your question? These chicken sh*t answers when you need it most can be frustrating and occurs to many dentists.
After a rough year, things look to finally be on track but that doesn't mean you should fall back into old habits. Casey and Jarrod discuss preparing for the next big thing.
Casey and Jarrod are joined by Stevy Levy, CPA at Four Quadrants, to discuss what exactly is the employee retention credit, its benefits, and how to get it.
Having spoken to thousands of dentists and specialists, we have seen three common frustrations that affect practice owners. Casey and Jarrod break each one down.
Even the smartest people still make dumb mistakes. Casey and Jarrod talk about 4 common dumb things that dental practice owners do that are really hurting their income and retirement savings.
Casey and Jarrod touch on the psychology of practice owners and how their own fears may be holding them back.
Casey and Jarrod are more than ecstatic to see warmer temps finally starting to show up. In this episode, they discuss the first quarter of 2021 and what they hope to see in the near future.
Casey and Jarrod welcome Stacy Phillips, a Certified Financial Planner and Analyst at Four Quadrants, to discuss all things retirement and that no matter your age you should start thinking ahead.
Casey and Jarrod welcome Will Taylor, Financial Planner & Analyst, to discuss some common ways to reduce overhead in a dental practice.
Steve Levy, a Four Quadrants CPA, joins Casey and Jarrod to discuss the role of a CPA in a practice and how a proactive CPA differs from a reactive CPA.
Founder, CEO, and President of Four Quadrants, Jason Smith, joins Casey and Jarrod, to discuss how some dental practice owners fall into the trap of thinking the only way to become rich and successful is to own multiple practices.
Casey Hiers welcomes special guest Eric Pook, President of Cirrus Consulting Group, to discuss how COVID has changed the office leasing landscape.
Brogan Baxter, 4Q's COO and Minority Owner, speaks with Casey and Jarrod about what traits make for a good leader and how poor leadership can hurt a dental practice.
Casey and Jarrod invite 4Q's National Sales Representative John Malone to discuss ways to leverage your dental supply rep that can benefit your practice. John has over 10 years experience as a former sales rep for a dental supplier.
Casey and Jarrod along with Financial Planner and Analyst Will Taylor discuss the 2021 Big NFL Game and how the outcome can cause an effect on the stock market.
Casey and Jarrod invite Financial Planner & Analyst Will Taylor to help explain just what happened with the Reddit-fueled buying frenzy of GameStop stocks and what that means for the individual investors, the hedge funds, and the stock market in laymen’s terms.
Casey and Jarrod touch upon the stresses and struggles everyone faces, especially in this particular time. And how practice owning dentists or specialists feel it even more.
Casey Hiers, along with Jarrod Bridgeman, discuss do's, don'ts, and tips & tricks in the world of dental practice marketing.
Casey Hiers and Jarrod Bridgeman discuss with COO, Senior Analyst, and Minority Owner Brogan Baxter why it is important for practice owners to realize when it's time to reach out for help.
Casey Hiers and co-host Jarrod Bridgeman welcome COO, Senior Analyst, and Minority Owner Brogan Baxter to discuss what 2021 may bring to practice owners.
Casey Hiers is joined by new co-host Jarrod Bridgeman to discuss the impact 2020 has had on not only their lives but society as well.
CPA and Attorney Steve Levy speaks with Casey Hiers about the most current information on PPP forgiveness.
Casey Hiers sits down with dental-specific Financial Planner and Analyst Stacy Phillips to discuss real estate investments and how, when, & if you should invest.
Dental-specific Financial Planner and Analyst, Stacy Phillips joins Casey Hiers to discuss the changes to IRS contribution limits for retirement plans in 2021 and how it can affect you.
Dental-specific Financial Planner and Analyst, Will Taylor joins Casey Hiers to discuss buying or leasing an office and the pros and cons of each on your practice.
Dental accounting experts Colt Smith and Steve Levy join the podcast to discuss the differences between a hobby that could potentially make money versus an actual business and what it can mean for your taxes.
Casey Hiers welcomes special guest Larry Guzzardo back to continue discussing when it’s best to work with a practice consultant and when it’s best to work with an all-in-one financial partner like Four Quadrants.
Casey Hiers welcomes special guest Larry Guzzardo to discuss when it’s best to work with a practice consultant and when it’s best to work with an all-in-one financial partner like Four Quadrants.
Steve Levy & Colt Smith join our podcast to give our listeners important details about a new round of HHS Provider Relief Funds available to dental providers as well as discuss the forgiveness process for the Paycheck Protection Program (PPP).
Casey Hiers welcomes special guest Dr. Salomons to discuss how his life and practice changed drastically after one partner retired and the other became unexpectedly disabled.
Casey Hiers welcomes special guest Dr. Leonard Ostrowski to discuss the pros and cons of adding dental implants to a practice.
Casey Hiers sits down with Colton Smith and Steve Levy of Four Quadrants Advisory to discuss if and when tax write-offs can actually benefit you and your practice.
Casey Hiers and Jason Ewers discuss the pros and cons of owning your own private practice versus working in a dental corporate structure.
Casey Hiers and Jason Ewers discuss multiple strategies to help you make your taxes more predictable and, frankly, boring. Make your tax day less stressful with these helpful strategies and solutions.
Casey Hiers welcomes special guest Dr. Ashly Cothern from Dallas, Texas to discuss not only Ashly's career path but how growing her practice by acquisition was the right fit for her.
Casey Hiers and Jason Ewers discuss having the proper tax and accounting team. Poor tax management can wreck a practice owner’s success and momentum. Learn which characteristics to look for to confirm whether or not your CPA is hitting the mark.
Casey Hiers welcomes tax specialist Colt Smith to discuss all things basis. Shareholder basis is a tax/accounting term that many practice owners with partnerships or S-Corporations hear about but do not fully comprehend.
Casey Hiers & Jason Ewers discuss the negative financial implications of DIY’ing the business and financial side of a practice. Over the course of a practice owner’s career, the cost can likely be seven digits.
Casey Hiers & Jason Ewers pose the question to practice owners, “How am I doing financially compared to my peers?” Unfortunately, many dentists and specialists just don’t know. Could you be doing better? Are you maximizing the profitability of your practice? We discuss and share benchmarks to gauge yourself compared to your peers.
Casey Hiers & Jason Ewers share the four questions every practice owner needs to have answered prior to bringing on an associate.
Dr. Amy Marchese & Casey cover the pros and cons of spending significant resources to add CEREC to a practice. The hidden questions and concerns are discussed using an honest lens so practice owners don’t end up with an expensive coat rack.
Casey Hiers and Brogan Baxter of Four Quadrants Advisory discuss the Economic Injury Disaster Loan, better know as EIDL and share some do’s and don’ts that practice owners need to be aware of moving forward.
Founder and President of Four Quadrants Advisory Jason Smith joins Casey to discuss when a dentist or specialist should call us. Jason & Casey cover the financial implications of having a dental-specific external CFO and what the financial impact is on your financial freedom and retirement.
SVP and part owner of Lushin & Associates Brian Kavicky joins Casey to discuss conflict resolution in a dental office and how to select the right personnel.
Casey Hiers is joined by Four Quadrants Advisory's COO Brogan Baxter to discuss reopening a dental practice in the wake of the COVID-19 shutdown.
Casey Hiers & Jason Ewers of Four Quadrants Advisory address dentists’ concerns about how much to save for retirement and what an exit strategy looks like.
Are facial esthetics a possible revenue stream for your practice? Listen to Dr. Amy Marckese, practice owner of DentalSpa Indianapolis, share how she sets herself apart by offering the application of both Botox and dermal fillers for a variety of cosmetic concerns.
Casey Hiers and Jason Ewers of Four Quadrants Advisory discuss how to react when faced with adversity such as the COVID-19 pandemic.
Four Quadrants Advisory’s top financial expert and COO, Brogan Baxter, and Steve Levy, J.D., the lead CPA, share with you the advice they're giving our clients about the Payroll Protection Program (PPP) being offered during the COVID-19 crisis.
Casey Hiers and Jason Ewers, the dental CE experts of Four Quadrants Advisory, share their insights on why many dentists and specialists underachieve financially.
We discuss with Dr. Joe Richardson two real-life tales of dental practice transitions, one that went great and one that had its challenges.
We discuss with veteran clients of Four Quadrants, Dr. Mike and Rebekah Glasmeier about how you can make your practice more profitable by taking care of an underserved population and feel great about doing it.
Dr. Paul Homoly is not only a case acceptance guru, but is also a world-class leader in dental education and has written several books including what many consider the bible of best practices for case acceptance, "Making it Easy for Patients to Say “Yes.”
To help us talk about lease negotiations, we have a Senior Consultant from Cirrus Consulting Group, Jas Banga and who will share horror stories from tenants who decided to do it on their own. Before working directly for dentists and doctors, Jas spent years negotiating for a large commercial medical real estate group.
We sit down with embezzlement investigation expert David Harris. How prevalent is embezzlement in dental practices and what can you do about it?
We speak with two of Four Quadrants Advisory's top accountants, Ryan McLaughlin and Colt Smith, to discuss the Tax Cuts and Jobs Act of 2017 and how it affects dentists. The topic matter may be one that most folks find a little scary or tough to understand, so we keep it high level and very non-accountant friendly.
We have dental billing specialist Dr. James Anderson who has built nine dental practices from scratch. While building his empire, he identified a need in the marketplace and created one of the largest dental billing companies in the nation.
To help us talk about human resources best practices, we speak with special guest Adrienne Twigg with Bent Ericksen. Adrienne has over 20 years of experience in the dental HR world and shares many insights and tips for you to add to your HR arsenal.
We speak with Dave Butler, a super talented oral surgeon hailing from Madison, Indiana where he has practiced for over 30 years. Dave is an Indiana University graduate, plays in three bands, and every year he scouts out the best blues players' for Madison Indiana's yearly Ribberfestival.
We talk to one of the most successful oral surgeons in Indiana, Dr. Larry Falender, about why he prefers to work with dental-specific financial planners, why he became an oral surgeon, and he gives excellent advice for a younger dentist.
We talk to Berrien Dental's partners Drs. Todd Christy and Eric Balsis about how they've had excellent growth results via acquisitions, how marketing plays into their overall growth strategy, and what it takes to make a strong long-lasting partnership.
We talk to Yankee Dental Congress General Chair Dr. Traci Portnoff. If you are going to this year's convention in Boston, or are considering going, this is a must listen.
Jason and Brogan discuss when buying a CAD/CAM machine makes sense and when it doesn't.
Believe it or not, tax season is right around the corner. This week we talk to Four Quadrants’ top CPA to discover what you should be doing now for next year's tax season. Highly recommended for all dentists and specialists.
Jason and Brogan have come up with a new way to think about marketing dollars spent versus acquiring a practice. If you need new patients coming through the door and are spending too much on marketing, then this idea might be for you.
This podcast is part three of a three-part series to help you get your website looking great. We have "web guru" Michael Reynolds, Spin Web Marketing, on to discuss easy to use techniques and tips.
This podcast is part two of a three-part series to help you get your website looking great. We have "web guru" Michael Reynolds, Spin Web Marketing, on to discuss easy to use techniques and tips.
This podcast is part one of a three-part series to help you get your website looking great. How is your dental practice website looking? Could it use a new coat of paint? Do you have a website for your dental practice?
Our special guest this week is Dr. Karyl Patten, President of the American Association of Women Dentists.
Jason and Brogan discuss the pros and cons of building vs. leasing your dental office.
Jason and Brogan share thoughts on overhead and dentistry. Is your overhead too high?
Jason and Brogan share thoughts on insurance and dentistry. It's not all it's cracked up to be. Is there a way out?
An introduction to the Millionaire Dentist Podcast and the team at Four Quadrants Advisory with Jason Smith.
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