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...
dental financial planning
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...
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 Dental 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
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...
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...
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...
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...
17 min read
From 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...
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10 min read
Maximize Your Dental 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
Are Your Advisors Costing You Millions? The Power of Objective Relationships
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
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...
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9 min read
Decoding Social Security: A Dentist's Guide to Maximizing Retirement Income
Dentists: Want to maximize your retirement income? This episode features CFP® Will Chrisman discussing the crucial role of Social Security in your...
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 New 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...