8 min read
BOI Breakdown: What the New Reporting Rules Mean for Your Practice
In this episode, Jarrod teams up with Steve Levy, CPA & JD, to unpack one of the hottest new requirements hitting business owners in 2024: Beneficial...
Financial Planning (2)
9 min read
Your 2023 Year-End Tax Playbook (Dentist Edition)
The end of the year is here, and that means one thing—tax decisions that can either save you money or come back to bite you. In this episode, Jarrod...
11 min read
Change Isn’t Easy—But It Might Save Your Practice
Change can feel exciting… or absolutely terrifying. In this episode, Casey and Jarrod dive into why dentists often resist change, even when it’s the...
9 min read
The Surprising Things Dentists Should Be Thankful For This Year
In this lighthearted Thanksgiving-themed episode, Casey and Jarrod dig into the unexpected parts of practice ownership that dentists should be...
9 min read
IRS 2024 Retirement Limit Changes: What Dentists Need to Know
As 2024 approaches, the IRS has rolled out its newest retirement plan limit updates—so Jarrod brings in Four Quadrants’ own tax mastermind, Steve...
17 min read
Surviving Volatile Markets: CEO Jason Smith’s Playbook for Dentists
In this episode, Jarrod sits down with Jason Smith—CEO, Founder, and Chief Investment Officer of Four Quadrants Advisory—to break down the wild world...
13 min read
Is It Really Your Staff… or Is It You? Leadership Truths Dentists Avoid
In this eye-opening episode, Casey and Jarrod dig into one of the most common dentist-to-dentist conversations: staff complaints. They explore why so...
9 min read
Why Most Dental CE Misses the Mark (and What Actually Moves the Needle)
In this episode, Casey and Jarrod pull back the curtain on their upcoming Orlando CE event—and why it’s nothing like the typical “one-tip” dental...
10 min read
Are You a Defeated Dentist? The Hard Truth Every Owner Must Hear
In this eye-opening episode, Casey and Jarrod dig into the real reasons so many practice owners feel overwhelmed, burned out, or flat-out defeated....
11 min read
Not All CE Is Worth Your Time: How to Spot the Good Stuff
In this lively episode, Casey and Jarrod dive into the world of continuing education and why so many dentists unknowingly waste time sitting through...
10 min read
The Excuses Holding Dentists Back: Why ‘Later’ Never Works
In this candid and entertaining episode, Casey and Jarrod dive into the excuses dental practice owners use to justify stalled growth, low income, and...
13 min read
S Corp vs C Corp: How Your Entity Impacts Taxes & Practice Profits
Join Casey, Jarrod, and special guest Kevin Rhoton, CPA & MBA, as they unpack the complex world of dental practice entity structures. From S corps to...
10 min read
Why Some Dentists Put on a Show & Hide the Truth Behind Success
Casey and Jarrod dive into the psychology of dental practice owners and why some feel the need to “perform” in group settings. From flashy hobbies to...
10 min read
Younger Dentists, Big Ambitions & the Changing CE Landscape
Casey and Jarrod are back, diving into the ever-evolving world of dental continuing education and events. From attendance challenges to industry...
10 min read
Systems & Processes: Stop Losing Money and Sanity in Your Practice
Are your dental practice systems working for you—or against you? Casey and Jarrod dive into why clear, efficient systems and processes are essential...
9 min read
Venue Matters: What Great Spaces Teach Us About Dental Practices
Casey returns from St. Louis to explore how the magic of top-notch venues parallels the success of dental practices. From ambiance to service, he and...
7 min read
Record Retention Secrets: Keep What Matters, Ditch the Rest
Join Jarrod and CPA/JD Steve Levy as they tackle the surprisingly exciting topic of record retention! Learn which documents you really need to...
13 min read
Crush High Overhead: Smart Strategies for Your Dental Practice
Is your dental practice bleeding money without you realizing it? Casey and Jarrod break down the hidden costs driving high overhead—from overstaffing...
8 min read
Beat the Dental Slump: Tips to Thrive During Slow Months
Feeling the yearly ebb and flow of your dental practice? Casey and Jarrod share smart strategies to turn slow months into opportunities. From...
10 min read
Already Crushing It? How to Take Your Practice to the Next Level
Think you’re at the top of your game? Casey and Jarrod dive into what it really means to be “crushing it” in your dental practice—and why even high...