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...
dental financial planning
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...
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...
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...
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...
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....
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...
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...
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...
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...
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...
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...
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...