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...
dental financial planning (5)
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...
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
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...
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...
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...
10 min read
The 3 Stressors That Break Dentists and How to Beat Them
In this episode, Casey and Jarrod sit down with Toby Hampp and John Malone to reveal the three biggest stressors quietly crushing dentists today:...
10 min read
Inside Dental Conventions: Energy, Comebacks & Big Takeaways
In this lively episode, Casey and Jarrod pull back the curtain on the fast-returning world of dental conventions. From packed lecture halls to...
13 min read
Escaping the Insurance Trap: Your Path to True Profitability
Insurance participation can feel like a necessary evil, but for many dentists, it quietly becomes a trap that steals time, profit, and sanity. In...
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...
11 min read
Why Dentists Chase Growth and What They’re Really After
In this thought-provoking episode, Casey Hiers and Jarrod Bridgeman explore the deeper reasons behind every dentist’s drive to grow. Is it about...
10 min read
Preparing for the Next Big Thing: Lessons From Hard Times
After one of the most unpredictable years in modern history, Casey Hiers and Jarrod Bridgeman dive into what it means to truly prepare for the next...
10 min read
3 Hidden Frustrations Every Dentist Faces and How to Fix Them
Uncover the three biggest frustrations quietly draining practice owners — and how to finally get relief. From surprise tax bills and cash flow...
13 min read
Rethinking Retirement: Why Saving More Starts Sooner Than You Think
Hosts Casey Hiers and Jarrod Bridgeman sit down with Stacy Phillips, Certified Financial Planner® and Analyst at Four Quadrants Advisory, to tackle...
8 min read
The Big Game Indicator: Can Football Really Predict the Stock Market?
Did you know the outcome of the Big NFL Game might be tied to the stock market's performance? Financial Planner and Analyst Will Taylor joins hosts...
10 min read
Short Sale vs. Short Squeeze: Explaining the GameStop Phenomenon
Seeing terms like "Reddit," "short squeeze," and "AMC" everywhere but still confused? Hosts Casey Hiers and Jarrod Bridgeman sit down with Financial...
8 min read
Managing the Financial Stress Keeping Practice Owners Awake
Life is stressful, but for a practice owner, the pressure is exponential. Join Casey Hiers and Jarrod Bridgeman as they dive into the unique stresses...