9 min read
Inside the Free Practice Assessment #3: 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...
dental financial planning (4)
9 min read
Inside the Free Practice Assessment #2 : 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 #1 : 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....
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...
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...
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
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...
11 min read
Great Hands, Lost Dollars: Why Dentists Leak Money
Dentists are highly skilled with their hands, but when it comes to managing money, many watch thousands slip away without even realizing it. In this...
12 min read
Fix the Foundation First: What Dentists Miss About Cash Flow
Casey Hiers and Jarrod Bridgeman sit down with CFP® Stacy Phillips to break down the true hierarchy of financial needs inside a dental practice and...