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....
dental CPA (3)
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...
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...
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...
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...
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...
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: 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
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
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...
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...
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...
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....