10 min read
The Three Questions That Reveal Everything About Your Practice
Before any deep-dive into a practice’s finances, Casey and Jarrod ask three deceptively simple questions—questions that reveal more about a dentist’s...
Financial Planning (3)
11 min read
Why Dentists Struggle to Save: Cash Flow Myths That Hold You Back
Saving money should be simple… yet so many dentists can’t seem to do it consistently, even when the practice is producing well. Casey and Jarrod...
11 min read
Stop the Tax Surprises: Mastering Quarterly Estimates with Kevin Rhoton
This week, Casey and Jarrod sit down with CPA/MBA and in-house numbers wizard Kevin Rhoton to break down the mystery behind quarterly tax estimates....
15 min read
Retire Early, Live Big: Why Young Dentists Are Taking Control
What happens when dentists find the right advisory team early? Casey and Jarrod share real stories—like the New York dentist retiring four and a half...
9 min read
The Hidden Hygiene Goldmine: Are You Leaving Money in the Chair?
Your hygiene department might be the most underutilized profit center in your entire practice—and Casey and Jarrod are here to pull back the curtain....
12 min read
The “E” Word: What to Do When You Suspect Embezzlement in Your Practice
Embezzlement isn’t just a scary headline—it’s something far more common in dental practices than most owners realize. In this episode, Casey and...
13 min read
Inside the DSO Razzle-Dazzle: What They Don’t Want You to Ask
Fresh off the road from major dental shows, Chad Tothero joins Casey and Jarrod to spill the behind-the-scenes secrets of those flashy DSO booths—the...
9 min read
Avoiding $10K Tax Surprises: What Your CPA Might Be Missing
Tax Day may be over, but the sting of a $10,000 surprise—whether you owed it or got it back—can linger. In this episode, Jarrod sits down with CPA...
8 min read
Spring Cleaning Your Practice: What’s Hiding in Your Financial Garage?
Spring is here, and while everyone else is dusting off shelves and opening windows, Casey and Jarrod take “spring cleaning” to a whole new...
8 min read
Should You Extend Your Taxes? Myths, Facts & Money Mistakes
BelievTax Day is coming fast, and CPA/JD Steve “Pipes” Levy joins Jarrod to break down one of the most misunderstood topics in dentistry finance: tax...
12 min read
Red Flags, Scams & Smart Planning: A Guide for Dentists
CFP® Stacy Phillips joins Casey and Jarrod to break down one of the most confusing parts of money management: the difference between an investment...
11 min read
Why Silicon Valley Bank Made Headlines and What It Means to You
Casey and Jarrod sit down with CFP® Colin Holmes to break down the recent headlines around Silicon Valley Bank and explain why it’s got everyone in...
11 min read
Why Dentists Retire 7 Years Later and What’s Really Behind It
Casey and Jarrod dive into one of the most surprising stats in dentistry: dentists retire, on average, seven years later than everyone else. They...
12 min read
Cash Flow Chaos: Why Your Practice Feels Broke (and How to Fix It)
Casey is back in the studio and ready to stir the pot with Jarrod as they dive into a universal pain point for dentists: terrible cash flow. From...
15 min read
Do You Really Need 8 Practices? CEO Jason Smith Calls Out the Myth
CEO and Founder Jason Smith joins Jarrod to tackle one of the loudest—and most misleading—ideas circulating in dentistry: that the only way to become...
10 min read
Topgolf, Turbulence & Dentistry: What Owners Everywhere Share
Casey and Jarrod welcome Four Quadrants Regional Sales Rep Chad Tothero to pull back the curtain on what really happens at our Topgolf CE events....
12 min read
6 Years of Episodes, 6 Years of Change with Special Guest Brogan Baxter, COO
Casey and Jarrod ring in the sixth anniversary of The Millionaire Dentist™ with a special guest: Four Quadrants COO and original episode alum, Baxter...
8 min read
Your Practice Recipe: Why Success Takes More Than One Ingredient
Casey and Jarrod serve up a spicy comparison between perfecting a chili recipe and running a thriving dental practice. From unexpected ingredients to...
10 min read
Does Your Practice Location Shape Your Stress? Let’s Find Out
Casey and Jarrod take a cross-country look at dentistry, exploring whether the place you practice really changes the pressures you face. From...
14 min read
2023 Retirement Rule Refresh: What Dentists Must Know Now
It’s a new year, which means new IRS rules — and new opportunities to boost your retirement savings. Jarrod sits down with Associate Financial...