9 min read
Sound Tax Strategy, Not Sneaky Loopholes
When year-end approaches, too many practice owners fall for the myth of "tax loopholes" and end up making reactive, short-sighted financial decisions.
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11 min read
The Real Cost of a Bad Team Strategy
When practice owners talk about their biggest stressors, staff and team management usually top the list. But is staff drama really the root...
9 min read
The Retirement Insurance Policy Every Dentist Needs
Are you treating your retirement strategy like a game of roulette—hoping a lucky gamble on crypto, real estate, or a private equity deal will fund...
13 min read
Misdiagnosing the Black Mold in Your Practice Finances
Are you throwing tens of thousands of dollars at staff issues and practice management consultants without actually fixing what's broken in your...
11 min read
DSO Restructuring: Why the Hail Mary Sale is Crumbling
Hoping a corporate DSO will buy out your practice and fund your dream retirement? It’s time for a major reality check.
9 min read
The Dirty Secret: Breaking Dentistry’s 'Status Quo' Retirement
Is your practice's financial health a dirty little secret you keep to yourself? You’re far from alone. Hosts Casey Hiers and Jarrod Bridgeman pull...
9 min read
Handing Over the Keys: An Early Beach Retirement
What happens when a self-described "control freak" dentist decides to let go of the financial steering wheel?
16 min read
Moving from Reactive Tax Panic to Proactive Strategy
If your current tax planning consists of waiting for your CPA to tell you how much you owe in April, they aren't planning; they're just reacting. And...
11 min read
Bourbon, Gaps, and Breakthroughs: Recapping Our Carmel CE Event
What happens when you mix a relaxed evening of bourbon tasting with a candid look at dental practice finances? You get an eye-opening reality check...
12 min read
Why Motivation Fails and Familiar Patterns Win
Attending a continuing education event can leave you feeling inspired, energized, and ready to revolutionize your business. But what happens...
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19 min read
The Blueprint for a $15M Retirement Trajectory
What actually happens after you sign on with a financial advisory firm? For most dental practice owners, the reality is a fragmented mess of...
15 min read
The Tax Season Hangover: Record Retention, Penalties, and Planning
Tax day has passed, but the work isn’t over. In this episode of The Millionaire Dentist, Jarrod Bridgeman sits down with CPA Brodie Hough to discuss...
12 min read
The Silent Epidemic: Diagnosing the Root Cause of Dental Burnout
Burnout isn’t just about being tired; for a dental practice owner, it’s a complex mix of clinical physical strain, decision fatigue, and the heavy...
12 min read
Clinical Double Standard: Why Great Doctors Settle for Bad Accounting
You would never accept a "subpar" standard of care for your patients, so why are you accepting one from your CPA?
12 min read
Volatility Shocks vs. Value: Why Your Portfolio Isn't Your Practice
Between geopolitical tension in the Middle East and sticky inflation at home, the market has felt more like a rollercoaster than a retirement plan...
12 min read
Why ‘Hoping for the Best’ is a Failing Strategy for Your Practice
Sometimes, a travel nightmare is the perfect metaphor for a struggling business. In this episode, a turbulent trip to Bozeman serves as the backdrop...
13 min read
Is a Shareholder Loan Sabotaging Your Practice?
What if you were borrowing against your own practice's equity without even knowing it? In this episode, Casey Hiers and Jarrod Bridgeman pull back...
13 min read
The 22-Year Playbook: Mastering the Constant in Dental Business
The industry changes, but the core challenges of running a dental practice remain remarkably consistent. In this foundational episode of The...
16 min read
Strategies, Spells, and Success: Navigating the Dental Practice Game
Success in dentistry isn’t just about being a great clinician; it’s about being a master strategist. In this episode of The Millionaire Dentist,...
10 min read
Tax Hacks & Trump Accounts: How to Keep More of Your Practice Income
In this power-packed episode, Casey Hiers and Jarrod Bridgeman are diving into the "tax-heavy" side of dental practice ownership to ensure you aren't...
11 min read
What a Chili Cook-Off Teaches Us About Dental Success
What do a secret family chili recipe and a thriving dental practice have in common? More than you’d think. The team at Four Quadrants Advisory takes...
12 min read
The DSO Talent War & The Profitability Gap
Casey Hiers and Jarrod Bridgeman tackle the growing influence of Dental Service Organizations (DSOs), specifically their aggressive new recruiting...
17 min read
SALT, 538s, and the Truth About Tax Brackets
Tax season officially kicks off on January 26th, and if you’re treating your filing as just a compliance chore, you’re likely leaving money on the...
15 min read
Red Flags & Hidden Risks: Is Your Advisory Team Failing You?
In this episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the external service providers managing your dental practice. While...
14 min read
Escape the Post-Holiday Hamster Wheel: Why Strategy Beats Resolutions
The holiday decorations are down, but for many dental practice owners, the "New Year’s Fog" is just setting in. Are you returning to the office...
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11 min read
New Year Strategies for the Overwhelmed Dentist
The holiday season often shines a spotlight on the heavy burden dental practice owners carry. Casey Hiers and Jarrod Bridgeman dive into why so many...
19 min read
The Year-End Tax Trap: Smart Spending VS Costly Mistakes
Near the end of the year, many practice owners scramble to buy new equipment just to lower their tax bill. But is that "last-minute" purchase...
17 min read
Protecting Your Cash Flow and Beating the Holiday Burnout
As the calendar turns to December, the temptation to slow down—or get lost in the holiday "noise"—is strong. But for the savvy dental practice owner,...
15 min read
Pay Yourself First: Maximizing Wages, 401(k)s, and Tax Strategy
Are you paying yourself what you’re worth, or is your practice managing you? In this episode of The Millionaire Dentist™, host Jarrod Bridgeman sits...
21 min read
I Wish I Knew Sooner: Dentists' Biggest Financial Regrets
Are you a dentist or practice owner who's said, "I'll figure it out," or, "I can't lower my overhead"? In this candid episode, the hosts dive into...
11 min read
Financial Frights & Delights: Treat Your Portfolio Right on Halloween
Don't let fear and greed haunt your financial future! Just in time for Halloween, we're diving into the "tricks and treats" of smart investing. We'll...
14 min read
The Dental Safety Net: Proactive Planning for Financial Security
Is your dental practice truly prepared for a crisis? Whether it's a financial surprise, an IRS inquiry, a health issue, or key staff leaving,...
14 min read
From Skeptic to Success: The Journey of a Coachable Dentist
Ever wonder what really goes on in the minds of dentists considering a major practice overhaul? In this episode, your hosts pull back the curtain on...
11 min read
The Dental Foundation: Building Your Practice from the Ground Up
Casey Hiers and Jarrod Bridgeman are laying it all on the line this week as they reveal a common mistake many dentists make: trying to expand their...
13 min read
The Unexpected: Protect Your Practice, Family, & Legacy
On this episode, hosts Casey Hiers and Jarrod Bridgeman tackle a topic many dentists would rather avoid: the unexpected death of a practice owner....
14 min read
The 4 Types of Dental Practice Owners: Which One Are You?
Are you a "winger" flying by the seat of your pants, a "dabbler" drowning in information, or a "know-it-all" resistant to growth? In this insightful...
12 min read
Proactive vs. Reactive CPA: Finding the Right Partner for the Practice
In this episode, host Jarrod Bridgeman sits down with financial experts Steve Levy and Brodie Hough to discuss a crucial distinction for any business...
15 min read
The Million-Dollar Cost of Inaction
Are you leaving millions on the table without even knowing it? In this can't-miss episode, hosts Casey Hiers and Jarrod Bridgeman pull back the...
11 min read
Beyond the Balance Sheet: The Hidden Hurdles to Dental Millionairedom
Join Casey Hiers and Jarrod Bridgeman as they discuss the often-overlooked challenges that can derail a dental practice owner's journey to financial...
13 min read
The "Big Beautiful Tax Bill": What Dental Owners Need to Know
Unpack the "Big Beautiful Tax Bill" with Steve Levy, CPA & JD, and Brodie Hough, CPA, and its profound impact on your dental practice.
22 min read
The Expert Guide to Early Retirement & Practice Growth
Dental practice owners Dr. David Salomons and Dr. Adam Underwood share their transformative experiences partnering with Four Quadrants Advisory. Dr....
16 min read
Cheerleaders VS Coaches: Proactive Finances for Practices
Many dentists unknowingly fall into the trap of passive financial oversight, often relying on external teams who might be more reactive than...
13 min read
Million-Dollar Blind Spot: Why Smart Dentists Are Still Missing Out
Join hosts Casey Hiers and Jarrod Bridgeman as they reveal the surprising reason so many dentists flock to their events: the massive, yet often...
13 min read
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...
14 min read
Tax Troubles and Unexpected Expenses: Protect Your Practice
You had a stellar year—your practice is growing, staffing is smooth, and production is up. You've been paying quarterly taxes, so you think you're...
17 min read
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...
13 min read
Decisions, Decisions: How Your Choices Shape Your Practice
This week, Casey and Jarrod discuss decision-making.
9 min read
Back to Life, Back to Reality in a Post-COVID World
Dentists, are you feeling the squeeze? The pandemic may have masked serious financial issues in your practice. Now, with inflation and aid drying up,...
13 min read
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...
12 min read
Defining Your Dental Destiny: What Matters Most?
Taking big decisions in dentistry can feel like jumping into a pool blindfolded. In this episode, we'll explore the importance of taking calculated...
12 min read
Stop Avoiding, Start Succeeding: The Habits of Millionaire Dentists
Ready to elevate your dental practice? This episode dives into the actionable habits that consistently lead to millionaire status.
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10 min read
Maximize 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.
12 min read
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...
10 min read
Tax Planning for Dentists: Avoiding Surprises & Maximizing Deductions
In this episode, CPA Steve Levy provides essential insights for dental professionals on the importance of tax planning and estimated tax payments.
15 min read
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...
11 min read
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...
10 min read
The Power & Purpose of Beneficial Ownership Reporting
BeliCasey and Jarrod invite Steve Levy CPA & JD to demystify the new Beneficial Ownership Information (BOI) reporting requirements.
13 min read
How Four Quadrants Transforms Dental Practices & Lives
Ever wondered what it really takes to elevate your dental practice to new heights? Hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on...
11 min read
Backwards Decisions: Why Your 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...
13 min read
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?
14 min read
Navigating Tough Times: Firing Patients and Staff in Dental Practices
This episode tackles the tough topic of firing patients and staff in dental practices.
12 min read
Are Your Advisors Costing You Millions? The Power of Objectivity
Is your loyalty to your accountant or financial planner costing your practice serious money? In this episode, we discuss why focusing on objective...
11 min read
Create Your Cinderella Story: Building Your Practice
From coaching kids' basketball (and a knocked-out tooth!) to building your dream dental practice, we explore the 'Cinderella story' of unexpected...
12 min read
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...
11 min read
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,...
10 min read
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...
14 min read
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...
9 min read
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...
12 min read
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...
13 min read
Dental Dilemma: Navigating the High Cost of Hygienists
Dental hygienist wages are soaring, and many are still looking to jump ship.
11 min read
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...
18 min read
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...
14 min read
Holiday Cheer & Tax Year Fear: Navigating Year-End Tax Strategies
TIS the season for holiday cheer and year-end tax planning!
13 min read
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...
9 min read
Decoding Social Security: A 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...
11 min read
Unlock Your Practice 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...
13 min read
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...
8 min read
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...
12 min read
Scaling Down Stress: Dentists and the Fear of Taking Time Off
This week, Casey and Jarrod dig into the secret stress behind long weekends and vacations: the fear that taking time off will tank your finances....
10 min read
When a Dentist Needs to Stand Up for Themselves
This week, Casey and Jarrod dive into the surprisingly high-stakes world of standing up for yourself as a dental practice owner — whether it’s with...
13 min read
Why Every Dentist Needs to Understand Quarterly Tax Estimates
Casey and Jarrod welcome back tax expert Kevin Rhoton, CPA and MBA, for a candid — and surprisingly entertaining — breakdown of quarterly tax...
11 min read
When Being Part of the Game or Running a Practice is Your World
In this episode of The Millionaire Dentist™, hosts Casey and Jarrod dive deep into the ethos of dental entrepreneurship. They challenge the status...
16 min read
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...
10 min read
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...
4 min read
Success Problems: Why Thriving Practices Still Feel the Pressure
Join Casey Hiers and Jarrod Bridgeman as they dig into the unexpected challenges that come with each new level of dental practice success. From being...
14 min read
When Success Creates Problems: The Hidden Stress of Thriving Practices
Success in dentistry doesn’t eliminate problems — it simply trades them for a new, more complicated set. In this episode, Casey and Jarrod dive into...
12 min read
March Madness & Dentistry: Coaching Your Practice to Victory
With March Madness heating up, Casey and Jarrod break down why running a dental practice looks a whole lot like leading a championship basketball...
17 min read
401(k)s Uncovered: What Dentists Get Wrong About Retirement Plans
Feeling confused about how a 401(k) actually works—or how it impacts you as both the practice owner and the plan sponsor? Casey and Jarrod bring in...
11 min read
When Courage Counts: Why Avoiding Problems Costs Dentists Big
In this episode, Casey and Jarrod dive into a topic every practice owner faces but few want to admit—what happens when you avoid the uncomfortable...
20 min read
Taking Over the Family Practice with Special Guest Dr. Michael Taher
This week, Casey and Jarrod sit down with Dr. Michael Taher for a candid, entertaining look at what really happens when you take over a family dental...
11 min read
Stop Chasing Shiny Tax Deductions: What Dentists Get Wrong
In this episode, Casey and Jarrod team up with Kevin Rhoton, MBA/CPA, to break down the “shiny” tax deductions that practice owners love to chase—but...
13 min read
How One Year Can Transform a Practice: Real Clients & Results
In this upbeat episode, Casey and Jarrod pull back the curtain on what truly happens after a dentist becomes a Four Quadrants client. From first-year...
13 min read
Beyond Excuses: The Courage Every Practice Owner Needs
In this candid and entertaining episode, Casey and Jarrod pull back the curtain on a mindset they’ve seen across the country for more than two...
16 min read
The Tax Basis Trap: What Dentists Don’t Know Could Cost Them
In this lively episode, Casey and Jarrod team up with CPA and BBQ-powered tax wizard Kevin Rhoton to demystify one of the most confusing parts of...
8 min read
Not Just Taxes: Why Your Cash Flow Problems Run Much Deeper
In this episode, Casey and Jarrod dig into one of the most common misconceptions in dentistry: blaming cash-flow issues solely on taxes. While tax...
8 min read
The Shareholder Loan Trap: What Dentists Don’t Realize They Owe
Jarrod teams up with Kevin Rhoton, CPA, to tackle one of the sneakiest and most misunderstood issues hiding in dental practices: shareholder loans....
8 min read
Starting 2024 Strong: Why Dentists Should Return With Momentum
Casey and Jarrod are kicking off 2024 with energy, laughter, and a message every practice owner needs to hear: how you return from the holidays can...
8 min read
BOI Breakdown: What the New Reporting Rules Mean for Your Practice
In this episode, Jarrod teams up with Steve Levy, CPA & JD, to unpack one of the hottest new requirements hitting business owners in 2024: Beneficial...
9 min read
Your 2023 Year-End Tax Playbook (Dentist Edition)
The end of the year is here, and that means one thing—tax decisions that can either save you money or come back to bite you. In this episode, Jarrod...
11 min read
Change Isn’t Easy—But It Might Save Your Practice
Change can feel exciting… or absolutely terrifying. In this episode, Casey and Jarrod dive into why dentists often resist change, even when it’s the...
9 min read
The Surprising Things Dentists Should Be Thankful For This Year
In this lighthearted Thanksgiving-themed episode, Casey and Jarrod dig into the unexpected parts of practice ownership that dentists should be...
9 min read
IRS 2024 Retirement Limit Changes: What Dentists Need to Know
As 2024 approaches, the IRS has rolled out its newest retirement plan limit updates—so Jarrod brings in Four Quadrants’ own tax mastermind, Steve...
17 min read
Surviving Volatile Markets: CEO Jason Smith’s Playbook for Dentists
In this episode, Jarrod sits down with Jason Smith—CEO, Founder, and Chief Investment Officer of Four Quadrants Advisory—to break down the wild world...
13 min read
Is It Your Staff or Is It You? Leadership Truths Dentists Avoid
In this eye-opening episode, Casey and Jarrod dig into one of the most common dentist-to-dentist conversations: staff complaints. They explore why so...
9 min read
Why Most Dental CE Misses the Mark: What Really Moves the Needle
In this episode, Casey and Jarrod pull back the curtain on their upcoming Orlando CE event—and why it’s nothing like the typical “one-tip” dental...
10 min read
Are You a Defeated Dentist? The Hard Truth Every Owner Must Hear
In this eye-opening episode, Casey and Jarrod dig into the real reasons so many practice owners feel overwhelmed, burned out, or flat-out defeated....
11 min read
Not All CE Is Worth Your Time: How to Spot the Good Stuff
In this lively episode, Casey and Jarrod dive into the world of continuing education and why so many dentists unknowingly waste time sitting through...
10 min read
The Excuses Holding Dentists Back: Why ‘Later’ Never Works
In this candid and entertaining episode, Casey and Jarrod dive into the excuses dental practice owners use to justify stalled growth, low income, and...
13 min read
S Corp VS C Corp: How Entity Impacts Taxes & Practice Profits
Join Casey, Jarrod, and special guest Kevin Rhoton, CPA & MBA, as they unpack the complex world of dental practice entity structures. From S corps to...
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10 min read
Why Some Dentists Put on a Show & Hide the Truth Behind Success
Casey and Jarrod dive into the psychology of dental practice owners and why some feel the need to “perform” in group settings. From flashy hobbies to...
10 min read
Younger Dentists, Big Ambitions & the Changing CE Landscape
Casey and Jarrod are back, diving into the ever-evolving world of dental continuing education and events. From attendance challenges to industry...
10 min read
Systems & Processes: Stop Losing Money & Sanity in Your Practice
Are your dental practice systems working for you—or against you? Casey and Jarrod dive into why clear, efficient systems and processes are essential...
9 min read
Venue Matters: What Great Spaces Teach Us About Dental Practices
Casey returns from St. Louis to explore how the magic of top-notch venues parallels the success of dental practices. From ambiance to service, he and...
7 min read
Record Retention Secrets: Keep What Matters, Ditch the Rest
Join Jarrod and CPA/JD Steve Levy as they tackle the surprisingly exciting topic of record retention! Learn which documents you really need to...
13 min read
Crush High Overhead: Smart Strategies for Your Dental Practice
Is your dental practice bleeding money without you realizing it? Casey and Jarrod break down the hidden costs driving high overhead—from overstaffing...
8 min read
Beat the Dental Slump: Tips to Thrive During Slow Months
Feeling the yearly ebb and flow of your dental practice? Casey and Jarrod share smart strategies to turn slow months into opportunities. From...
10 min read
Already Crushing It? Take Your Practice to the Next Level
Think you’re at the top of your game? Casey and Jarrod dive into what it really means to be “crushing it” in your dental practice—and why even high...
10 min read
The Three Questions That Reveal Everything About Your Practice
Before any deep-dive into a practice’s finances, Casey and Jarrod ask three deceptively simple questions—questions that reveal more about a dentist’s...
11 min read
Why Dentists Struggle to Save: Cash Flow Myths That Hold You Back
Saving money should be simple… yet so many dentists can’t seem to do it consistently, even when the practice is producing well. Casey and Jarrod...
11 min read
Stop Tax Surprises: Mastering Quarterly Estimates with Kevin Rhoton
This week, Casey and Jarrod sit down with CPA/MBA and in-house numbers wizard Kevin Rhoton to break down the mystery behind quarterly tax estimates....
15 min read
Retire Early, Live Big: Why Young Dentists Are Taking Control
What happens when dentists find the right advisory team early? Casey and Jarrod share real stories—like the New York dentist retiring four and a half...
9 min read
The Hidden Hygiene Goldmine: Are You Leaving Money in the Chair?
Your hygiene department might be the most underutilized profit center in your entire practice—and Casey and Jarrod are here to pull back the curtain....
12 min read
The 'E' Word: What to Do When You Suspect Embezzlement in the Practice
Embezzlement isn’t just a scary headline—it’s something far more common in dental practices than most owners realize. In this episode, Casey and...
13 min read
Inside the DSO Razzle-Dazzle: What They Don’t Want You to Ask
Fresh off the road from major dental shows, Chad Tothero joins Casey and Jarrod to spill the behind-the-scenes secrets of those flashy DSO booths—the...
9 min read
Avoiding $10K Tax Surprises: What Your CPA Might Be Missing
Tax Day may be over, but the sting of a $10,000 surprise—whether you owed it or got it back—can linger. In this episode, Jarrod sits down with CPA...
8 min read
Spring Cleaning Your Practice: What’s Hiding in Your Financial Garage?
Spring is here, and while everyone else is dusting off shelves and opening windows, Casey and Jarrod take “spring cleaning” to a whole new...
8 min read
Should You Extend Your Taxes? Myths, Facts & Money Mistakes
BelievTax Day is coming fast, and CPA/JD Steve “Pipes” Levy joins Jarrod to break down one of the most misunderstood topics in dentistry finance: tax...
12 min read
Red Flags, Scams & Smart Planning: A Guide for Dentists
CFP® Stacy Phillips joins Casey and Jarrod to break down one of the most confusing parts of money management: the difference between an investment...
11 min read
Why Silicon Valley Bank Made Headlines and What It Means to You
Casey and Jarrod sit down with CFP® Colin Holmes to break down the recent headlines around Silicon Valley Bank and explain why it’s got everyone in...
11 min read
Why Dentists Retire 7 Years Later and What’s Really Behind It
Casey and Jarrod dive into one of the most surprising stats in dentistry: dentists retire, on average, seven years later than everyone else. They...
12 min read
Cash Flow Chaos: Why Your Practice Feels Broke (and How to Fix It)
Casey is back in the studio and ready to stir the pot with Jarrod as they dive into a universal pain point for dentists: terrible cash flow. From...
15 min read
Do You Really Need 8 Practices? CEO Jason Smith Calls Out the Myth
CEO and Founder Jason Smith joins Jarrod to tackle one of the loudest—and most misleading—ideas circulating in dentistry: that the only way to become...
10 min read
TopGolf, Turbulence & Dentistry: What Owners Everywhere Share
Casey and Jarrod welcome Four Quadrants Regional Sales Rep Chad Tothero to pull back the curtain on what really happens at our Topgolf CE events....
12 min read
6 Years of Episodes and Change with Brogan Baxter, COO
Casey and Jarrod ring in the sixth anniversary of The Millionaire Dentist™ with a special guest: Four Quadrants COO and original episode alum, Baxter...
8 min read
Your Practice Recipe: Why Success Takes More Than One Ingredient
Casey and Jarrod serve up a spicy comparison between perfecting a chili recipe and running a thriving dental practice. From unexpected ingredients to...
10 min read
Does Your Practice Location Shape Your Stress? Let’s Find Out
Casey and Jarrod take a cross-country look at dentistry, exploring whether the place you practice really changes the pressures you face. From...
14 min read
2023 Retirement Rule Refresh: What Dentists Must Know Now
It’s a new year, which means new IRS rules — and new opportunities to boost your retirement savings. Jarrod sits down with Associate Financial...
9 min read
Before You Hire: The Associate Trap Most Dentists Miss
Hiring an associate can feel like the next big milestone—proof that your practice is thriving. But Casey and Jarrod break down why this decision is...
11 min read
Healthy Habits, Healthy Practice: Your Dental Tune-Up
Kick off the new year with Casey and Jarrod as they dive into the power of healthy habits—both personally and inside your dental practice. From...
10 min read
Year-End Tax Secrets: Holiday Bonuses, Parties & Big Deductions
In this festive yet fiercely practical episode, Casey and Jarrod welcome back tax maestro Steve “Pipes” Levy, JD, CPA, for a year-end breakdown every...
8 min read
Stop the Cycle: Make 2023 the Year Your Practice Actually Grows
As the New Year approaches, Casey and Jarrod dive into the reality of resolutions—why personal ones often flop and why professional goals can...
10 min read
The Best Gift? A Financial Future Dentists Didn’t Know They Needed
Casey and Jarrod get into the holiday spirit with stories of kids’ concerts, bargain-bin shopping, and the joy of giving—but with a twist: what if...
9 min read
Inside the Free Practice Assessment: Big Moves, Smart Decisions
In Part 3 of this three-part series, Casey and Jarrod tackle the last two topics of our complimentary financial assessment: mergers & acquisitions...
9 min read
Inside the Free Practice Assessment: Cash Flow, Debt & Investments
In Part 2 of this three-episode series, Casey and Jarrod dig into three of the most misunderstood areas inside a dental practice: cash flow...
12 min read
Inside the Free Practice Assessment: What Dentists Can Uncover
Casey and Jarrod break down the real value behind Four Quadrants’ complimentary practice financial assessment—and why dentists are already jumping at...
8 min read
Student Loan Forgiveness: What Dentists Need to Know (Fast!)
In this episode, Casey and Jarrod sit down with CPA and JD Steve Levy to break down one of the hottest—and most confusing—topics for dentists today:...
11 min read
Free Expert Advice? Inside Our New Practice Assessment
After nearly 20 years of transforming dentists’ financial lives, Four Quadrants is doing something totally new: giving away expert advice—for free....
11 min read
Is Your Gut Right? The Truth a Second Opinion Reveals
Your practice is successful—but is it as successful as it should be? Casey and Jarrod dig into that nagging feeling many dentists have: “I know I...
9 min read
Getting Better VS Getting Comfortable: Which One Are You?
Everyone says they want to improve—but are they actually doing it? Casey and Jarrod dig into why some practice owners constantly grow while others...
9 min read
The DSO PR Push: What’s Really Going On in Dentistry?
DSOs have been a hot-button topic for years—but lately, something feels different. Casey and Jarrod dig into what seems like a coordinated PR push to...
10 min read
How Dentists Get in Their Own Way (and How to Stop)
Ever wonder why reaching your goals feels harder than it should? Casey and Jarrod dig into one of the biggest culprits: ourselves. From ego to blind...
12 min read
Are You Getting Real Guidance, or Just Yes-Men?
Are your advisors giving you real guidance—or just telling you what you want to hear? Casey and Jarrod dive into the problem of “weak advice” in the...
8 min read
IRS Funding, Tax Credits & Big Changes: Inside the IRA of 2022
Jarrod sits down with CPA Steve Levy to unpack the Inflation Reduction Act of 2022—what’s actually in it, what isn’t, and why practice owners should...
18 min read
Ignite Your Career: Dr. Rice’s Guide to Thriving in Dentistry
Casey and Jarrod sit down with Dr. David Rice, founder of IgniteDDS, to unpack his surprising career journey—from early missteps as a young dentist...
11 min read
Holding Patients Accountable: The Secret to Stronger Practices
In this episode, Casey and Jarrod dive into the surprising power of accountability in dentistry and how clear expectations can instantly improve...
11 min read
Retiring Right: The 5 Steps Every Practice Owner Must Know
In this episode, Jarrod teams up with Steve Levy, CPA & JD, to uncover what practice owners must do before stepping into retirement. From payroll...
12 min read
Inside the Dentist Mind: What Practice Owners Really Think
Dentists think differently—and practice owners even more so. Casey and Jarrod dive into the mindset behind the profession, exploring why dentists...
10 min read
The High Cost of DIY: Why Doing It All Yourself Backfires
In this episode, Casey and Jarrod break down one of the biggest traps practice owners fall into: thinking they’ll save money by doing everything...
10 min read
Why Sleep Matters More Than You Think for Practice Owners
Fresh off the Florida Dental Convention, Casey shares the surprising insight that struck him and an entire room of dentists, about the power of...
13 min read
PTO Done Right: Building Fair & Functional Time-Off Policies
In this episode, Jarrod sits down with Steve Levy, CPA & JD, and Stacy Phillips, CFP™, to break down one of the most misunderstood practice...
10 min read
When the Heat Is On: Handling Pressure in Your Practice
Summer may bring sunshine and pool days, but it also brings rising stress—both outside and inside the practice. In this episode, Casey and Jarrod...
9 min read
Should You Hire Your Kids? The Truth About Family Employment
Believe it or not, tax season is right around the corner! On this crucial episode, host Alan Berry sits down with Four Quadrants’ top CPA, Kathy...
19 min read
Balancing Dentistry, Motherhood & Ambition with Dr. Grace Yum
In this episode, Casey and Jarrod are joined by Dr. Grace Yum—pediatric dentist, entrepreneur, and Founder & CEO of Mommy Dentists in Business....
9 min read
Practice Buying 101: What Most Dentists Miss
In this episode, Casey and Jarrod break down what every dentist should evaluate before purchasing a practice—whether it’s your first or your fourth....
8 min read
Luck Won the Derby, But It Won’t Run Your Practice
In this episode, Casey and Jarrod draw a sharp line between the thrill of an 80–1 Derby upset and the reality of running a dental practice. While a...
10 min read
The Tax Dentists Forget: Understanding Business Personal Property
Jarrod and Casey sit down with Steve Levy, CPA & JD, to unpack one of the most misunderstood—and most commonly ignored—practice expenses: the...
24 min read
The Hidden Money Leak: Mastering Insurance Adjustments
In this episode, Casey and Jarrod sit down with Josh Smith, Co-Owner and COO of Dental Claim Support, to uncover one of the most overlooked money...
11 min read
Breaking Free From PPOs: The Smart Way to Take Back Control
In this episode, Jarrod sits down with Jason Smith, Founder, CEO, and President of Four Quadrants Advisory, to expose how PPO plans silently drain...
11 min read
Should You Add a Partner? The Real Pros Behind the Decision
In this episode, Casey and Jarrod break down the real advantages behind bringing a partner into your dental practice—beyond the surface-level ideas...
9 min read
The Hard Truth Dentists Aren’t Hearing, But Need To
In this episode, Casey and Jarrod unpack a brutally honest reality many dentists face: clinically they’re elite, but financially they’re often...
13 min read
March Madness Lessons Every Practice Owner Should Steal
In this episode, Casey and Jarrod explore the surprising crossover between the chaos of March Madness and the daily realities of dentistry. From...
10 min read
The Truth Behind Tax Surprises: Why They Hit So Hard
Casey and Jarrod sit down with Steve Levy, CPA & JD, to uncover what really happens when a tax surprise hits your practice. From sudden five-figure...
8 min read
The Hidden Costs of Selling Your Practice to a DSO
Casey and Jarrod unpack what really happens after a private practice is sold to a DSO—from how patient relationships shift to whether your staff...
12 min read
Inside the CE Tour Designed to Solve Real Practice Problems
Casey and Jarrod reveal details about Four Quadrants’ upcoming national tour—an event series designed to help dentists understand and fix the most...
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14 min read
Why Practice Transitions Fail and How to Plan Yours Early
In this episode, Casey and Jarrod team up with Stacy Phillips, CFP®, to break down why practice transitions succeed—or fall apart. From timing to...
12 min read
The Hidden Struggles Behind ‘Successful’ Dental Practices
Casey and Jarrod sit down with Christopher Howard, a seasoned voice in dental consulting and education, to explore the gap between how a practice...
14 min read
Trading Control for Clarity: Why Brent Hired a CFO
Casey and Jarrod sit down again with Dr. Brent Habecker to unpack the moment he realized his external finance team simply wasn’t cutting it—and why...
9 min read
A Younger Owner’s Take on Dentistry’s New Landscape
Casey and Jarrod sit down with Dr. Brent Habecker, a highly successful young practice owner from Michigan, to talk honestly about how dentistry is...
7 min read
What Dentists Need to Know About 2022 COLA Changes
It’s a new year, and retirement rules are shifting yet again. Casey and Jarrod sit down with CPA Steve Levy to break down the major 2022...
11 min read
The 7 Silent Struggles of Practice Ownership
In this episode, Casey and Jarrod dig into the seven uncomfortable realities most practice owners refuse to say out loud. From income that doesn’t...
9 min read
7 Signs It’s Time to Upgrade Your External Team
In this episode, Casey and Jarrod take a humorous yet eye-opening approach to a serious topic: how to know when your external team is holding you...
9 min read
Future Pain: The Problems You Ignore Until It’s Too Late
In this episode, Casey and Jarrod tackle a topic most practice owners prefer to avoid: future pain. They explore the difference between today’s...
12 min read
The Hidden Tax Credit Dentists Are Missing Out On
In this episode, Casey and Jarrod sit down with Steve Levy, CPA & JD, to unpack one of the most overlooked opportunities for practice owners: the...
8 min read
Why Boring Wins: The Surprising Path to Practice Success
In this milestone 100th episode, Casey and Jarrod explore why the most predictable, routine, and “boring” approach to running a dental practice is...
9 min read
Year-End 2021: Tax Moves Every Practice Owner Should Know
In this timely year-end episode, Casey and Jarrod sit down with Stevy Levey, CPA & JD, to break down the key tax strategies practice owners should be...
12 min read
Breaking Barriers: The Mindset Keeping You From Real Success
In this reflective end-of-year episode, Casey and Jarrod dig into the internal roadblocks that quietly hold people back from the success they say...
16 min read
Behind the Scenes: The Spouses’ Take on Life With Four Quadrants
In this special episode, Casey sits down with Mollie and Cheri—the spouses of two highly successful practice-owning dentists—to talk candidly about...
11 min read
Coaching, Change, and Dentistry: Why Guidance Matters
In this episode, Casey and Jarrod explore how real change—whether in fitness or in running a dental practice—doesn’t come from simply “trying...
8 min read
Why Inflation Spiked: What’s Really Driving Prices Up?
Casey and Jarrod dive into the unexpected surge in inflation—what’s fueling it, why it matters, and how it’s showing up in everyday life. From global...
9 min read
S-Corp Secrets: What Practice Owners Miss
Casey sits down with Steve “Pipes” Levy, CPA, to unpack what practice owners really need to know about operating as an S-Corp. From how owners are...
10 min read
The Unexpected Rewards of the Four Quadrants Path
In this episode, Casey and Jarrod dive into the surprising benefits clients experience once they begin the Four Quadrants journey, benefits that go...
11 min read
Should You Drop Insurance Plans? The Impact on Your Practice
Stacy Phillips, CFP®, joins Casey and Jarrod to break down one of the most anxiety-inducing decisions for practice owners: whether to stay in-network...
9 min read
Stop the Revolving Door: Why Retention Beats More Patients
Casey and Jarrod dig into a trap many dentists fall into: chasing “more patients” without fixing the issues that drive existing ones away. From poor...
9 min read
HHS Phase 4: What Dentists Must Know Before Time Runs Out
Steve Levy, CPA, joins Casey and Jarrod to break down what practice owners need to know about the latest HHS Phase 4 distribution—who qualifies, how...
8 min read
Why Elite Golfers Win Big & What Dentists Must Learn From Them
Casey and Jarrod break down the surprising connection between the Ryder Cup and the business side of dentistry: even the most elite golfers in the...
10 min read
Your Practice Lineup: What Fantasy Football Teaches Dentists
In this episode, Casey, Jarrod, and special guest Stacy Phillips, CFP®, draw surprising parallels between running a fantasy football team and running...
8 min read
The Questions Every Dentist Must Ask Before It’s Too Late
In this episode, Casey and Jarrod uncover the key questions every practice owner should be asking, but often never does. From retirement readiness to...
10 min read
From Dream to Reality: How Dentists’ Views Change Over Time
Casey and Jarrod explore how the perception of dentistry shifts from the hopeful days of dental school to the demanding realities of practice...
12 min read
The Hidden Aches Killing Dental Practices And How to Fix Them
Casey and Jarrod dig into the silent “toothaches” plaguing dental practices—cash-flow issues, overhead problems, income instability, and financial...