The Millionaire Dentist™

The Millionaire Dentist™http://www.fourquadrantsadvisory.comenBusinessCopyright Four Quadrants Advisoryhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/fd2680395a28996ab7fa3775b27ff62f.jpgThe Millionaire Dentist™http://www.fourquadrantsadvisory.comWed, 05 Aug 2026 17:39:40 +0000Four Quadrants AdvisoryPodcastpodcast@4quadrant.comThe Millionaire Dentist teaches successful dentists how to take control of their taxes, cash flow, and retirement savings.falseepisodicHanding Over the Keys: An Early Beach Retirementhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/handing-over-the-keys-an-early-beach-retirement
In this episode of The Millionaire Dentist™, Casey Hiers sits down with longtime client Dr. David Salomons from Binghamton, New York. Dr. Salomons reflects on his seven-year journey with Four Quadrants Advisory, sharing a candid look at how he moved past his initial skepticism to completely transform his practice, his finances, and his family's lifestyle options.

If you’ve been thoroughly vetting your options but hesitating to take that next leap of faith, Dr. Salomons’ story is the ultimate proof of what happens when you commit to a coordinated strategy.

Upcoming Tour Dates: Go to our EVENTS page for info

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Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/73016822Thu, 16 Jul 2026 17:10:41 +0000Four Quadrants AdvisoryWhat happens when a self-described "control freak" dentist decides to let go of the financial steering wheel? In this episode of The Millionaire Dentist™, Casey Hiers sits down with longtime client Dr. David Salomons from Binghamton, New York. Dr....
In this episode of The Millionaire Dentist™, Casey Hiers sits down with longtime client Dr. David Salomons from Binghamton, New York. Dr. Salomons reflects on his seven-year journey with Four Quadrants Advisory, sharing a candid look at how he moved past his initial skepticism to completely transform his practice, his finances, and his family's lifestyle options.

If you’ve been thoroughly vetting your options but hesitating to take that next leap of faith, Dr. Salomons’ story is the ultimate proof of what happens when you commit to a coordinated strategy.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>671accounting,beach,business,dental,dentist,dentistry,economics,finance,financial,freedom,investing,investments,keys,owner,planning,retire,retirement,stress,tax,taxesfalse278fullMoving from Reactive Tax Panic to Proactive Strategyhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/moving-from-reactive-tax-panic-to-proactive-strategy
In this episode of The Millionaire Dentist™, CPA Brodie Hough joins Jarrod to break down the costly tax and accounting pitfalls that plague dental practice owners. We pull back the curtain on why relying on prior-year estimates creates massive cash flow strain, and why chasing trendy internet tax "hacks" is a poor substitute for a healthy business foundation.

Stop running your business by looking in the rearview mirror. Learn how to spot the red flags in your current accounting setup and discover the steps required to bridge the gap between your true potential and your current financial reality.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/72892305Fri, 10 Jul 2026 14:50:51 +0000Four Quadrants AdvisoryIf your current tax planning consists of waiting for your CPA to tell you how much you owe in April, they aren't planning; they're just reacting. And that reactive approach might be costing you your own paycheck. In this episode of The Millionaire...
In this episode of The Millionaire Dentist™, CPA Brodie Hough joins Jarrod to break down the costly tax and accounting pitfalls that plague dental practice owners. We pull back the curtain on why relying on prior-year estimates creates massive cash flow strain, and why chasing trendy internet tax "hacks" is a poor substitute for a healthy business foundation.

Stop running your business by looking in the rearview mirror. Learn how to spot the red flags in your current accounting setup and discover the steps required to bridge the gap between your true potential and your current financial reality.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1304accountant,accounting,business,cash,cpa,dental,dentist,dentistry,dentists,economics,economy,financial,hacks,income,investing,planning,retirement,strategy,tax,taxesfalse277fullBourbon, Gaps, and Breakthroughs: Recapping Our Carmel CE Eventhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/bourbon-gaps-and-breakthroughs-recapping-our-carmel-ce-event
In this episode of The Millionaire Dentist, we recap our recent live event right here in Carmel, Indiana. We break down how an evening that started as a social dinner quickly transitioned into a deep, introspective discussion about taxes, overhead, and insurance adjustments.

In this episode, we share insights on:

The Room Goes Quiet: Why initially social, talkative dentists suddenly become quiet and introspective when they recognize the massive gap between their current numbers and their true financial potential.
The "Excellent" Illusion: How successful practice owners realize they have actually accepted mediocrity from their current advisory relationships.
Retiring at 49 with One Practice: Powerful real-world testimonials, including a dentist who retired at 49 and a former Indiana Dental Association president, proving that mastering your financial systems, not owning multiple chaotic locations, is the true key to an early retirement.
Making the Successful More Successful: Why Four Quadrants Advisory exclusively partners with already successful dentists to optimize their wealth.
Taking the Show on the Road: A look at how our low-risk, refundable reservation model is lowering barriers for doctors as we expand these live events nationwide to markets like Orlando, Minnesota, Naperville, Columbus, and Cincinnati.

The Room Goes Quiet: Why initially social, talkative dentists suddenly become quiet and introspective when they recognize the massive gap between their current numbers and their true financial potential.
The "Excellent" Illusion: How successful practice owners realize they have actually accepted mediocrity from their current advisory relationships.
Retiring at 49 with One Practice: Powerful real-world testimonials, including a dentist who retired at 49 and a former Indiana Dental Association president, proving that mastering your financial systems, not owning multiple chaotic locations, is the true key to an early retirement.
Making the Successful More Successful: Why Four Quadrants Advisory exclusively partners with already successful dentists to optimize their wealth.
Taking the Show on the Road: A look at how our low-risk, refundable reservation model is lowering barriers for doctors as we expand these live events nationwide to markets like Orlando, Minnesota, Naperville, Columbus, and Cincinnati.

If you’ve ever wondered what goes on at a Four Quadrants event, or why attendees routinely tell us they wish they had found this information a decade earlier, this recap is your sneak peek behind the curtain.

Upcoming Tour Dates: Go to our EVENTS page for info

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Instagram: @fourquadrantsadvisory

LinkedIn:...]]>813accountant,accounting,advice,advisory,business,ce,dental,dentist,dentistry,economics,education,event,events,finance,financial,investing,planning,retire,retirement,taxesfalsefullWhy Motivation Fails and Familiar Patterns Winhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-motivation-fails-and-familiar-patterns-win
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman explore the emotional psychological loop that dental practice owners experience after attending a Four Quadrants Advisory CE event. They dive deep into why some dentists translate post-event motivation into life-changing action, while others retreat right back into old, stressful habits.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/72347569Thu, 04 Jun 2026 16:17:29 +0000Four Quadrants AdvisoryAttending a continuing education event can leave you feeling inspired, energized, and ready to revolutionize your business. But what happens forty-eight hours later when you're back at the chair? In this episode of The Millionaire Dentist, Casey...
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman explore the emotional psychological loop that dental practice owners experience after attending a Four Quadrants Advisory CE event. They dive deep into why some dentists translate post-event motivation into life-changing action, while others retreat right back into old, stressful habits.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>949accountant,accounting,advisor,advisory,business,cash,dental,dentist,dentistry,economics,finance,financial,flow,motivation,owner,planning,practice,retire,retirement,savingsfalse275fullThe Blueprint for a $15M Retirement Trajectoryhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-blueprint-for-a-15m-retirement-trajectory
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman sit down with Stacy Phillips, CFP, and Director of Financial Planning at Four Quadrants Advisory, to pull back the curtain on a completely different model. We walk through the exact journey a practice owner takes from their very first day as a client, moving from initial apprehension to total financial clarity.

In this episode, we pull back the curtain on:

The Indianapolis Experience: A look inside our curated client experience, from chauffeur service to an intensive, 4-to-5-hour annual meeting designed to turn over every stone of your personal and business finances.
Taking 90% Off Your Plate: Why we don't just hand you a template and leave you to execute it. From sourcing bank financing to applying the "$5,000 rule," we handle the heavy lifting.
The $15M Retirement Shift: How shifting from a fragmented model to a coordinated, monthly strategy can elevate a standard $3M to $4M retirement trajectory into the $15M to $20M range.
Real Numbers, Real Success: Dramatic case studies of clients doubling their income, quadrupling their annual savings, and the story of one practice owner who retired completely at age 49.
The Mindset of Wealth: Navigating critical wealth-building shifts, like prioritizing systematic investing over rapid debt payoff, and why running a practice doesn't leave room for day trading.

Discover what happens when your business advisory, accounting, and personal financial planning share a single, unified vision for your life.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/72186264Wed, 27 May 2026 14:23:15 +0000Four Quadrants AdvisoryWhat actually happens after you sign on with a financial advisory firm? For most dental practice owners, the reality is a fragmented mess of disconnected CPAs, brokers, and advisors who never speak to one another. In this episode of The Millionaire...
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman sit down with Stacy Phillips, CFP, and Director of Financial Planning at Four Quadrants Advisory, to pull back the curtain on a completely different model. We walk through the exact journey a practice owner takes from their very first day as a client, moving from initial apprehension to total financial clarity.

In this episode, we pull back the curtain on:

The Indianapolis Experience: A look inside our curated client experience, from chauffeur service to an intensive, 4-to-5-hour annual meeting designed to turn over every stone of your personal and business finances.
Taking 90% Off Your Plate: Why we don't just hand you a template and leave you to execute it. From sourcing bank financing to applying the "$5,000 rule," we handle the heavy lifting.
The $15M Retirement Shift: How shifting from a fragmented model to a coordinated, monthly strategy can elevate a standard $3M to $4M retirement trajectory into the $15M to $20M range.
Real Numbers, Real Success: Dramatic case studies of clients doubling their income, quadrupling their annual savings, and the story of one practice owner who retired completely at age 49.
The Mindset of Wealth: Navigating critical wealth-building shifts, like prioritizing systematic investing over rapid debt payoff, and why running a practice doesn't leave room for day trading.

Discover what happens when your business advisory, accounting, and personal financial planning share a single, unified vision for your life.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory
1583accountant,accounting,advice,advisor,business,cpa,dental,dentist,dentistry,economics,finance,financial,invest,investing,owner,planning,practice,retire,retirementfalse274fullThe Tax Season Hangover: Record Retention, Penalties, and Planninghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-tax-season-hangover-record-retention-penalties-and-planning
We’re moving beyond the filing deadline to tackle the logistical and strategic questions that keep practice owners up at night—from exactly how long you need to keep that stack of paper to why a "big refund" might actually be a sign of poor planning.

In this episode, we cover:

The Seven-Year Rule: A definitive guide on record retention for business vs. personal returns, and which documents you should never, ever throw away.
The Price of Procrastination: Breaking down the 25% penalty traps for failing to file or pay, and how the IRS views extensions (hint: it’s not an extension to pay).
Aiming for Net Zero: Why a $1M practice should strive for a "near zero" tax balance and how to use quarterly estimates to stay penalty-safe.
The "One-Time" Get Out of Jail Free Card: How to leverage IRS penalty abatement if you’ve found yourself on the wrong side of a deadline.
Audit Myths Debunked: Why delaying your filing doesn't actually lower your risk of an audit, and the importance of CPA/Financial Planner coordination.

Don't let post-tax season clutter or confusion stall your momentum. Join us for a tactical deep dive into protecting your practice and your peace of mind.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/71906216Thu, 07 May 2026 12:47:37 +0000Four Quadrants AdvisoryTax day has passed, but the work isn’t over. In this episode of The Millionaire Dentist, Jarrod Bridgeman sits down with CPA Brodie Hough to discuss how to navigate the "post-tax season" landscape without leaving yourself vulnerable to the IRS. We’re...
We’re moving beyond the filing deadline to tackle the logistical and strategic questions that keep practice owners up at night—from exactly how long you need to keep that stack of paper to why a "big refund" might actually be a sign of poor planning.

In this episode, we cover:

The Seven-Year Rule: A definitive guide on record retention for business vs. personal returns, and which documents you should never, ever throw away.
The Price of Procrastination: Breaking down the 25% penalty traps for failing to file or pay, and how the IRS views extensions (hint: it’s not an extension to pay).
Aiming for Net Zero: Why a $1M practice should strive for a "near zero" tax balance and how to use quarterly estimates to stay penalty-safe.
The "One-Time" Get Out of Jail Free Card: How to leverage IRS penalty abatement if you’ve found yourself on the wrong side of a deadline.
Audit Myths Debunked: Why delaying your filing doesn't actually lower your risk of an audit, and the importance of CPA/Financial Planner coordination.

Don't let post-tax season clutter or confusion stall your momentum. Join us for a tactical deep dive into protecting your practice and your peace of mind.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1051accountant,accounting,business,cpa,dental,dentist,dentistry,economics,extension,finance,financial,invest,investing,investments,planner,planning,retire,retirement,tax,taxesfalse273fullThe Silent Epidemic: Diagnosing the Root Cause of Dental Burnouthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-silent-epidemic-diagnosing-the-root-cause-of-dental-burnout
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman break down why so many mid-career dentists feel "stuck" even when they look successful on paper. We explore how underlying issues, like high insurance write-offs and shaky financial systems, often lead owners to make risky "next big thing" moves that only compound their stress.

In this episode, we discuss:

The Four Faces of Burnout: Identifying the physical, mental, emotional, and financial stressors that go undiagnosed in the dental community.
The "Cheerleader" Trap: Why relying on advisors who only make you feel good is a disservice to your practice’s health.
Clinical Rigor for Your Business: Why you should apply the same diagnostic precision to your cash flow and overhead that you apply to a complex clinical case.
Intentional Change: How systematic adjustments to taxes and insurance can buy you back the time needed for self-care, family, and a thriving team culture.
Breaking the Silence: Why vulnerability is the first step toward reclaiming your passion for dentistry.

If you’ve been rationalizing your stress because "it could be worse," this conversation is the wake-up call you need to stop treating the symptoms and start fixing the root cause.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/71777614Thu, 30 Apr 2026 12:41:07 +0000Four Quadrants AdvisoryBurnout isn’t just about being tired; for a dental practice owner, it’s a complex mix of clinical physical strain, decision fatigue, and the heavy weight of financial pressure. In this episode of The Millionaire Dentist, Casey Hiers and Jarrod...
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman break down why so many mid-career dentists feel "stuck" even when they look successful on paper. We explore how underlying issues, like high insurance write-offs and shaky financial systems, often lead owners to make risky "next big thing" moves that only compound their stress.

In this episode, we discuss:

The Four Faces of Burnout: Identifying the physical, mental, emotional, and financial stressors that go undiagnosed in the dental community.
The "Cheerleader" Trap: Why relying on advisors who only make you feel good is a disservice to your practice’s health.
Clinical Rigor for Your Business: Why you should apply the same diagnostic precision to your cash flow and overhead that you apply to a complex clinical case.
Intentional Change: How systematic adjustments to taxes and insurance can buy you back the time needed for self-care, family, and a thriving team culture.
Breaking the Silence: Why vulnerability is the first step toward reclaiming your passion for dentistry.

If you’ve been rationalizing your stress because "it could be worse," this conversation is the wake-up call you need to stop treating the symptoms and start fixing the root cause.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>885accountant,accounting,advisor,burnout,business,cashflow,dds,dental,dentist,dentistry,economics,finance,financial,investing,investments,owner,planning,retire,retirement,taxesfalse272fullThe Clinical Double Standard: Why Great Doctors Settle for Bad Accountinghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-clinical-double-standard-why-great-doctors-settle-for-bad-accounting
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman call out the "clinical double standard"—the phenomenon where elite dentists hold themselves to the highest standards at the chair but tolerate habitual extensions, messy QuickBooks, and late tax returns in the office.

We’re pulling back the curtain on:

The Red Flags of Subpar Accounting: From inconsistent P&Ls to "Hail Mary" tax moves like last-minute Section 179 equipment buys that actually hurt your cash flow.
The "Reluctance" Trap: Why busy owners settle for local or "popular" CPAs simply because they don't want to add another project to their plate.
The High Cost of Missed Data: How bad accounting leads to flawed decisions about real estate, equipment, and even your personal life (like second homes and schooling).
Choosing Your "Hard": Why fixing your accounting systems now is far easier than the "hard" of realizing you've left six figures on the table at retirement.

The Red Flags of Subpar Accounting: From inconsistent P&Ls to "Hail Mary" tax moves like last-minute Section 179 equipment buys that actually hurt your cash flow.
The "Reluctance" Trap: Why busy owners settle for local or "popular" CPAs simply because they don't want to add another project to their plate.
The High Cost of Missed Data: How bad accounting leads to flawed decisions about real estate, equipment, and even your personal life (like second homes and schooling).
Choosing Your "Hard": Why fixing your accounting systems now is far easier than the "hard" of realizing you've left six figures on the table at retirement.

If you’ve been told to "just buy a new truck" to save on taxes, this episode is the wake-up call you need to move toward proactive, monthly oversight and a legitimate tax strategy.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>883accounting,advice,advisors,business,cash,cpa,dental,dentist,dentistry,economics,finance,financial,flow,investing,investments,owner,planning,retire,retirement,taxesfalse271fullVolatility Shocks vs. Value: Why Your Portfolio Isn't Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/volatility-shocks-vs.-value-why-your-portfolio-isnt-your-practice
We move past the scary headlines about oil prices and interest rates to look at the data. Austin shares historical perspectives—from the 1970s oil embargoes to modern-day conflicts—to explain why a 5–8% dip is a normal "speed bump" rather than a total breakdown.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/71162963Wed, 08 Apr 2026 14:45:02 +0000Four Quadrants AdvisoryBetween geopolitical tension in the Middle East and sticky inflation at home, the market has felt more like a rollercoaster than a retirement plan lately. In this episode of The Millionaire Dentist, host Jarrod Bridgeman sits down with CFP® Austin...
We move past the scary headlines about oil prices and interest rates to look at the data. Austin shares historical perspectives—from the 1970s oil embargoes to modern-day conflicts—to explain why a 5–8% dip is a normal "speed bump" rather than a total breakdown.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>968accountant,accounting,advice,advisor,dental,dentist,dentistry,dentists,economics,finance,financial,inflation,iran,market,planning,retire,retirement,stock,strait,taxesfalse270fullWhy ‘Hoping for the Best’ is a Failing Strategy for Your Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-hoping-for-the-best-is-a-failing-strategy-for-your-dental-practice
Casey and Jarrod share a candid look at a common reality: the clinician who is "excellent at the chair" but essentially "lost in the air" when it comes to their finances. We’re breaking down the psychological barriers—like the fear of vulnerability and the "head in the sand" mentality—that keep talented dentists buried in debt and behind on retirement.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/71045252Wed, 01 Apr 2026 15:01:15 +0000Four Quadrants AdvisorySometimes, a travel nightmare is the perfect metaphor for a struggling business. In this episode, a turbulent trip to Bozeman serves as the backdrop for a serious conversation about the risks of flying blind in your dental practice. Casey and Jarrod...
Casey and Jarrod share a candid look at a common reality: the clinician who is "excellent at the chair" but essentially "lost in the air" when it comes to their finances. We’re breaking down the psychological barriers—like the fear of vulnerability and the "head in the sand" mentality—that keep talented dentists buried in debt and behind on retirement.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>941accounting,advice,business,dds,dental,dentist,dentistry,dentists,dmd,economics,finance,financial,investing,millionaire,planning,practice,retire,retirement,savings,specialistsfalse269fullThe Invisible Debt: Is a Shareholder Loan Sabotaging Your Practice?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-invisible-debt-is-a-shareholder-loan-sabotaging-your-practice
The hosts explain how poor tax strategies and "hands-off" accounting practices can lead to undisclosed loans that create massive headaches during practice sales and tax season. Tune in to learn how to spot these red flags on your financial statements, why your current CPA might be missing them, and the proactive steps you can take to ensure your practice’s equity stays in your pocket, not in a loan balance.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/70875106Wed, 25 Mar 2026 16:48:31 +0000Four Quadrants AdvisoryWhat if you were borrowing against your own practice's equity without even knowing it? In this episode, Casey Hiers and Jarrod Bridgeman pull back the curtain on "shareholder loans"—a common but often misunderstood financial mechanism that can quietly...
The hosts explain how poor tax strategies and "hands-off" accounting practices can lead to undisclosed loans that create massive headaches during practice sales and tax season. Tune in to learn how to spot these red flags on your financial statements, why your current CPA might be missing them, and the proactive steps you can take to ensure your practice’s equity stays in your pocket, not in a loan balance.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1051accountant,accounting,cash,cpa,dds,debt,dental,dentist,dentistry,dmd,economics,financial,flow,loan,loans,planning,retire,retirement,shareholder,taxesfalse268fullThe 22-Year Playbook: Mastering the Constant in Dental Businesshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-22-year-playbook-mastering-the-constant-in-dental-business
We move past the transactional "quick fixes" and dive into what it actually takes to build a life-changing financial strategy. If you’ve ever felt like the "business" part of your practice is a second full-time job you didn't sign up for, this episode is your roadmap to taking back control.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/70608168Thu, 12 Mar 2026 12:35:37 +0000Four Quadrants AdvisoryThe industry changes, but the core challenges of running a dental practice remain remarkably consistent. In this foundational episode of The Millionaire Dentist, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on how Four Quadrants...
We move past the transactional "quick fixes" and dive into what it actually takes to build a life-changing financial strategy. If you’ve ever felt like the "business" part of your practice is a second full-time job you didn't sign up for, this episode is your roadmap to taking back control.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>963accounting,business,cash,cpa,dds,dental,dentist,dentistry,dmd,economics,finance,financial,flow,income,planning,retire,retirement,savings,tax,taxesfalse267fullStrategies, Spells, and Success: Navigating the Dental Practice 'Game'https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/strategies-spells-and-success-navigating-the-dental-practice-game
From Casey’s battle with a stubborn sore throat to Jarrod’s recent deep dive into a competitive Magic: The Gathering tournament, the guys find inspiration in the most unlikely places. They draw a direct parallel between the high-stakes strategy of a card game and the complex maneuvers required to run a profitable dental practice.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/70482489Thu, 05 Mar 2026 14:23:05 +0000Four Quadrants AdvisorySuccess in dentistry isn’t just about being a great clinician; it’s about being a master strategist. In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman sit down to discuss why "playing it safe" is often the riskiest move a...
From Casey’s battle with a stubborn sore throat to Jarrod’s recent deep dive into a competitive Magic: The Gathering tournament, the guys find inspiration in the most unlikely places. They draw a direct parallel between the high-stakes strategy of a card game and the complex maneuvers required to run a profitable dental practice.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1146accounting,advice,business,cpa,dds,dental,dentist,dentistry,economics,finance,financial,income,insurance,overhead,planning,ppo,retire,retirement,savings,taxesfalse266fullTax Hacks & Trump Accounts: How to Keep More of Your Practice Incomehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/tax-hacks-trump-accounts-how-to-keep-more-of-your-practice-income
We’re also looking at "last-minute" wins you can still claim for 2025, including deductible retirement and HSA contributions. Plus, don't miss the scoop on the brand-new Trump accounts for children born between 2025 and 2028—complete with government contributions—and why an IRS Identity Protection PIN is your best defense against tax fraud.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/70303165Thu, 26 Feb 2026 16:50:18 +0000Four Quadrants AdvisoryIn this power-packed episode, Casey Hiers and Jarrod Bridgeman are diving into the "tax-heavy" side of dental practice ownership to ensure you aren't leaving money on the table. From the critical importance of a dental-specific CPA to avoiding those...
We’re also looking at "last-minute" wins you can still claim for 2025, including deductible retirement and HSA contributions. Plus, don't miss the scoop on the brand-new Trump accounts for children born between 2025 and 2028—complete with government contributions—and why an IRS Identity Protection PIN is your best defense against tax fraud.

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>771accountant,accounting,business,cpa,dental,dentist,dentistry,econ,economics,file,investing,investments,irs,planning,practice,retire,retirement,return,tax,taxesfalse265fullWhat a Chili Cook-Off Teaches Us About Dental Successhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/what-a-chili-cook-off-teaches-us-about-dental-success
In this episode, we dive into: Why the diversity in chili flavors mirrors the unique "ingredients" that make every dental practice different—and why you need a clear vision to make yours stand out, navigating the common stressors of practice ownership, from financial strain to the exhaustion of wearing too many hats, why even the best "chefs" in the dental world need coaching and expert advice to refine their results, and more.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/70150423Thu, 19 Feb 2026 16:57:19 +0000Four Quadrants AdvisoryWhat do a secret family chili recipe and a thriving dental practice have in common? More than you’d think. The team at Four Quadrants Advisory takes a break from the spreadsheets for a light-hearted look back at their recent company chili cook-off....
In this episode, we dive into: Why the diversity in chili flavors mirrors the unique "ingredients" that make every dental practice different—and why you need a clear vision to make yours stand out, navigating the common stressors of practice ownership, from financial strain to the exhaustion of wearing too many hats, why even the best "chefs" in the dental world need coaching and expert advice to refine their results, and more.

Upcoming Tour Dates: Go to our EVENTS page for info

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Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>841accounting,advise,advisor,dds,dental,dentist,dentistry,dmd,economics,finance,financial,income,owner,planning,practice,retire,retirement,success,tax,taxesfalse264fullThe DSO Talent War & The Profitability Gaphttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-dso-talent-war-the-profitability-gap
Beyond staffing, the conversation shifts to the critical "Clinical vs. Business" divide, highlighting how even the most skilled clinicians often struggle to master the complexities of practice ownership. Casey and Jarrod explore the hidden leaks—such as poor tax management and unoptimized insurance adjustments—that cause high-production practices to leave significant income on the table.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/70035690Fri, 13 Feb 2026 14:22:22 +0000Four Quadrants AdvisoryCasey Hiers and Jarrod Bridgeman tackle the growing influence of Dental Service Organizations (DSOs), specifically their aggressive new recruiting tactics. From signing bonuses offered directly on hygiene school campuses to the shrinking talent pool...
Beyond staffing, the conversation shifts to the critical "Clinical vs. Business" divide, highlighting how even the most skilled clinicians often struggle to master the complexities of practice ownership. Casey and Jarrod explore the hidden leaks—such as poor tax management and unoptimized insurance adjustments—that cause high-production practices to leave significant income on the table.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>908accounting,area,corporate,dental,dentist,dentistry,dso,economics,hiring,hygienists,income,investing,investments,owner,planning,practice,retire,retirement,rural,taxfalse263fullSALT, 538s, and the Truth About Tax Bracketshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/salt-538s-and-the-truth-about-tax-brackets
The guys start by debunking the "Tax Bracket Myth"—the common fear that earning more will lead to a lower take-home pay due to higher rates—and explain how this misunderstanding might be sabotaging your practice’s growth.

Whether you're looking to optimize your 2025 filings or set the stage for a more profitable 2026, this episode provides the roadmap to becoming a truly Millionaire Dentist.

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/69666616Thu, 29 Jan 2026 15:10:09 +0000Four Quadrants AdvisoryTax season officially kicks off on January 26th, and if you’re treating your filing as just a compliance chore, you’re likely leaving money on the table. In this episode, Jarrod Bridgeman, Kevin Rhoton (MBA, CPA), and Brodie Hough (CPA) sit down to...
The guys start by debunking the "Tax Bracket Myth"—the common fear that earning more will lead to a lower take-home pay due to higher rates—and explain how this misunderstanding might be sabotaging your practice’s growth.

Whether you're looking to optimize your 2025 filings or set the stage for a more profitable 2026, this episode provides the roadmap to becoming a truly Millionaire Dentist.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>14202025,2026,accountant,accounting,business,cpa,credits,deductions,dental,dentist,dentistry,economics,finance,investing,irs,planning,retire,retirement,tax,taxesfalse262fullRed Flags & Hidden Risks: Is Your Advisory Team Failing You?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/red-flags-hidden-risks-is-your-advisory-team-failing-you
Casey and Jarrod identify the critical warning signs that your CPA or financial advisor might be operating on autopilot—or worse, providing subpar service that limits your growth.

Whether you are a new owner or a veteran nearing retirement, this episode provides a checklist to ensure your advisors are actually working for you, not just for their own convenience.

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/69532525Wed, 21 Jan 2026 15:07:41 +0000Four Quadrants AdvisoryIn this episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the external service providers managing your dental practice. While many practice owners assume their finances are in good hands, the reality is that "blind trust" can be...
Casey and Jarrod identify the critical warning signs that your CPA or financial advisor might be operating on autopilot—or worse, providing subpar service that limits your growth.

Whether you are a new owner or a veteran nearing retirement, this episode provides a checklist to ensure your advisors are actually working for you, not just for their own convenience.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1121accounting,advice,advisory,business,cpa,dental,dentist,dentistry,economics,finance,financial,flags,investing,investments,owner,planning,retire,retirement,risks,taxesfalse261fullEscaping the Post-Holiday Hamster Wheel: Why Strategy Beats Resolutionshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/escaping-the-post-holiday-hamster-wheel-why-strategy-beats-resolutions
In this episode, hosts Casey Hiers and Jarrod Bridgeman dive deep into the psychological and operational hurdles dentists face every January. They argue that "hope is not a strategy" and explain why relying on New Year’s resolutions often leads to the same stagnant results. Stop running in circles and start moving toward a defined exit strategy. Tune in to learn how to empower yourself and your staff for a record-breaking year.

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/69454583Thu, 15 Jan 2026 16:04:55 +0000Four Quadrants AdvisoryThe holiday decorations are down, but for many dental practice owners, the "New Year’s Fog" is just setting in. Are you returning to the office feeling energized, or do you feel trapped in a repetitive cycle of burnout? In this episode, hosts Casey...
In this episode, hosts Casey Hiers and Jarrod Bridgeman dive deep into the psychological and operational hurdles dentists face every January. They argue that "hope is not a strategy" and explain why relying on New Year’s resolutions often leads to the same stagnant results. Stop running in circles and start moving toward a defined exit strategy. Tune in to learn how to empower yourself and your staff for a record-breaking year.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1079accountant,accounting,advisor,burnout,business,cash,cycle,dental,dentist,dentistry,economics,flow,holidays,investing,investments,planning,retire,retirement,savings,strategyfalse260fullNew Year Strategies for the Overwhelmed Dentisthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/new-year-strategies-for-the-overwhelmed-dentist
The guys discuss how a lack of delegation leads to burnout and why being vulnerable about your professional challenges is actually the first step toward true profitability. They also challenge you to audit your inner circle: Is your CPA or accountant actually helping you grow, or are they just along for the ride?

Forget vague resolutions. This episode focuses on strategic planning and making the incremental changes necessary to reclaim your time and boost your bottom line in the new year.

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/69324741Wed, 07 Jan 2026 15:46:51 +0000Four Quadrants AdvisoryThe holiday season often shines a spotlight on the heavy burden dental practice owners carry. Casey Hiers and Jarrod Bridgeman dive into why so many clinicians fall into a "Stockholm syndrome" mindset—feeling trapped by the belief that they must...
The guys discuss how a lack of delegation leads to burnout and why being vulnerable about your professional challenges is actually the first step toward true profitability. They also challenge you to audit your inner circle: Is your CPA or accountant actually helping you grow, or are they just along for the ride?

Forget vague resolutions. This episode focuses on strategic planning and making the incremental changes necessary to reclaim your time and boost your bottom line in the new year.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>818accounting,advice,cash,cpa,dental,dentist,dentistry,economics,flow,invest,investing,money,new,planning,practice,retire,retirement,savings,tax,taxesfalse259fullThe Year-End Tax Trap: Smart Spending vs. Costly Mistakeshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-year-end-tax-trap-smart-spending-vs.-costly-mistakes
We also dive into the administrative "must-dos" that keep your practice compliant. We’ll discuss the current 1099 reporting requirements (and the upcoming relief in 2026), how to unlock tax-free reimbursements for home rentals and mileage, and the critical deadlines you cannot afford to miss this January.

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/69097336Wed, 17 Dec 2025 14:16:14 +0000Four Quadrants AdvisoryNear 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 actually hurting your bank account? In this episode, we break down why rushing into year-end spending can...
We also dive into the administrative "must-dos" that keep your practice compliant. We’ll discuss the current 1099 reporting requirements (and the upcoming relief in 2026), how to unlock tax-free reimbursements for home rentals and mileage, and the critical deadlines you cannot afford to miss this January.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1672179,accounting,cpa,dds,dental,dentist,dentistry,economics,finance,financial,investing,investments,irs,planning,retire,retirement,section,tax,taxes,year-endfalse258fullProtecting Your Cash Flow and Beating the Holiday Burnouthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/protecting-your-cash-flow-and-beating-the-holiday-burnout
In this essential episode, we dive deep into the immediate steps you must take to protect your practice's financial health: we discuss closely monitoring overhead, optimizing insurance adjustments, and implementing smart tax management to maintain strong cash flow. Crucially, we also share actionable advice on prioritizing and planning ahead to successfully balance intense professional demands with your personal holiday commitments, preventing overwhelm and burnout.

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/68991228Thu, 11 Dec 2025 14:13:20 +0000Four Quadrants AdvisoryAs the calendar turns to December, the temptation to slow down—or get lost in the holiday "noise"—is strong. But for the savvy dental practice owner, this month is a critical time for both defense and strategic planning. In this essential episode, we...
In this essential episode, we dive deep into the immediate steps you must take to protect your practice's financial health: we discuss closely monitoring overhead, optimizing insurance adjustments, and implementing smart tax management to maintain strong cash flow. Crucially, we also share actionable advice on prioritizing and planning ahead to successfully balance intense professional demands with your personal holiday commitments, preventing overwhelm and burnout.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1320accounting,burnout,business,cash,dds,dental,dentist,dentistry,economics,finance,flow,holiday,investing,owner,pay,planning,practice,retire,retirement,taxesfalse257fullPay Yourself First: Maximizing Wages, 401(k)s, and Tax Strategyhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/pay-yourself-first-maximizing-wages-401ks-and-tax-strategy
In this episode of The Millionaire Dentist™, host Jarrod Bridgeman sits down with CPAs Kevin Rhoton and Brodie Hough from Four Quadrants Advisory to dismantle the "one-size-fits-all" approach to dental practice finances.

Too many dentists rely on generic quarterly tax estimates, leading to cash flow crunches and nasty surprises at year-end. Kevin and Brodie explain why proactive tax management is the key to keeping more of what you earn. They dive deep into the strategies that separate struggling practices from profitable ones, including how to properly structure owner compensation and how to leverage 401(k) plans for massive tax savings.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/68850243Wed, 03 Dec 2025 15:17:27 +0000Four Quadrants AdvisoryAre you paying yourself what you’re worth, or is your practice managing you? In this episode of The Millionaire Dentist™, host Jarrod Bridgeman sits down with CPAs Kevin Rhoton and Brodie Hough from Four Quadrants Advisory to dismantle the...
In this episode of The Millionaire Dentist™, host Jarrod Bridgeman sits down with CPAs Kevin Rhoton and Brodie Hough from Four Quadrants Advisory to dismantle the "one-size-fits-all" approach to dental practice finances.

Too many dentists rely on generic quarterly tax estimates, leading to cash flow crunches and nasty surprises at year-end. Kevin and Brodie explain why proactive tax management is the key to keeping more of what you earn. They dive deep into the strategies that separate struggling practices from profitable ones, including how to properly structure owner compensation and how to leverage 401(k) plans for massive tax savings.

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1279401k,accountant,accounting,cpa,dental,dentist,dentistry,economics,finance,investing,irs,owner,planning,practice,retire,retirement,strategy,tax,taxes,wagesfalse256fullI Wish I Knew Sooner: Dentists' Biggest Financial Regretshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/i-wish-i-knew-sooner-dentists-biggest-financial-regrets
We discuss how a spouse's perspective can be the key to overcoming financial stress and the critical importance of defining your specific retirement timing and goals. Stop letting these phrases cost you time and money—it's time to build a clear, profitable plan.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/68553385Thu, 13 Nov 2025 14:03:28 +0000Four Quadrants AdvisoryAre 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 the most common—and costly—phrases dentists use that hold them back from financial freedom and practice...
We discuss how a spouse's perspective can be the key to overcoming financial stress and the critical importance of defining your specific retirement timing and goals. Stop letting these phrases cost you time and money—it's time to build a clear, profitable plan.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1607accounting,cash,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,investments,money,overhead,planning,practice,regrets,retire,retirement,taxesfalse255fullFinancial Frights and Delights: Treating Your Portfolio Right This Halloweenhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/financial-frights-and-delights-treating-your-portfolio-right-this-halloween
Learn why diversification is the ultimate safety net against financial scares, how to spot and avoid those "get-rich-quick" schemes that go bump in the night, and how to maximize your wealth using tax-advantaged retirement accounts like 401(k)s. Finally, we'll give you a treat: tips for creating a clear plan for deploying your retirement savings so you don't overspend once you reach your financial finish line.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/68166966Thu, 16 Oct 2025 16:24:34 +0000Four Quadrants AdvisoryDon't let fear and greed haunt your financial future! Just in time for Halloween, we're diving into the "tricks and treats" of smart investing. We'll unmask the emotional biases that can derail your decisions and emphasize why having a...
Learn why diversification is the ultimate safety net against financial scares, how to spot and avoid those "get-rich-quick" schemes that go bump in the night, and how to maximize your wealth using tax-advantaged retirement accounts like 401(k)s. Finally, we'll give you a treat: tips for creating a clear plan for deploying your retirement savings so you don't overspend once you reach your financial finish line.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>984advice,business,cash,cfp,dds,dental,dentist,dentistry,economics,finance,financial,flow,halloween,investing,investments,money,planner,planning,retire,retirementfalse254fullThe Dental Safety Net: Proactive Planning for Financial Securityhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-dental-safety-net-proactive-planning-for-financial-security
Join us as we equip you with the knowledge to create bulletproof contingency plans, establish emergency funds and lines of credit, and organize your financial records for peace of mind. Learn how proactive planning doesn't just protect your practice—it helps you thrive and maximize its value for future growth or sale.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/68064928Wed, 08 Oct 2025 16:10:53 +0000Four Quadrants AdvisoryIs your dental practice truly prepared for a crisis? Whether it's a financial surprise, an IRS inquiry, a health issue, or key staff leaving, unexpected challenges are inevitable. Join us as we equip you with the knowledge to create bulletproof...
Join us as we equip you with the knowledge to create bulletproof contingency plans, establish emergency funds and lines of credit, and organize your financial records for peace of mind. Learn how proactive planning doesn't just protect your practice—it helps you thrive and maximize its value for future growth or sale.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1274accounting,cash,dental,dentist,dentistry,economics,finance,financial,flow,issues,money,owner,planning,practice,proactive,retire,retirement,safety,tax,taxesfalse253fullFrom Skeptic to Success: The Emotional Journey of a Coachable Dentisthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/from-skeptic-to-success-the-emotional-journey-of-a-coachable-dentist
We dive deep into why being coachable, vulnerable, and self-aware isn't just a soft skill—it's the single most important factor for dentists looking to unlock their practices' profitability and long-term viability. Listen in to learn what it takes to stop resisting change and start building the practice of your dreams.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/67987105Thu, 02 Oct 2025 14:52:01 +0000Four Quadrants AdvisoryEver wonder what really goes on in the minds of dentists considering a major practice overhaul? In this episode, your hosts pull back the curtain on the emotional journey they witness at their events. They share observations ranging from initial...
We dive deep into why being coachable, vulnerable, and self-aware isn't just a soft skill—it's the single most important factor for dentists looking to unlock their practices' profitability and long-term viability. Listen in to learn what it takes to stop resisting change and start building the practice of your dreams.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1055accounting,business,dds,dental,dentist,dentistry,dmd,economics,emotion,emotional,finance,foundation,mindset,owner,planning,practice,retire,retirement,tax,taxesfalse252fullThe Dental Foundation: Building Your Practice from the Ground Uphttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-dental-foundation-building-your-practice-from-the-ground-up
Drawing on relatable analogies from home construction and even relationships, they explain why things like cash flow, overhead, insurance, and personal finances need to be addressed first. Don't add an associate, buy that new piece of equipment, or open a second location until you've listened to this! They’ll also share how their events can help you build the foundation you need to achieve sustainable growth.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/67898735Thu, 25 Sep 2025 16:45:32 +0000Four Quadrants AdvisoryCasey Hiers and Jarrod Bridgeman are laying it all on the line this week as they reveal a common mistake many dentists make: trying to expand their practice before they've built a solid financial foundation. Drawing on relatable analogies from home...
Drawing on relatable analogies from home construction and even relationships, they explain why things like cash flow, overhead, insurance, and personal finances need to be addressed first. Don't add an associate, buy that new piece of equipment, or open a second location until you've listened to this! They’ll also share how their events can help you build the foundation you need to achieve sustainable growth.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>808accounting,basics,cash,dental,dentist,dentistry,economics,finance,financial,flow,foundation,overhead,owner,personal,planning,practice,retirement,savings,taxes,wealthfalse251fullPreparing for the Unexpected: Protecting Your Practice, Family, and Legacyhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/preparing-for-the-unexpected-protecting-your-practice-family-and-legacy
Jarrod and Casey emphasize the immense value of having a comprehensive team in place to manage both your personal and professional affairs. They share real-world examples of how their clients' foresight has protected their practices and families, ensuring a smooth transition during an otherwise difficult time. Tune in to learn how to secure your legacy and give your loved ones peace of mind.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/67720993Thu, 11 Sep 2025 14:46:08 +0000Four Quadrants AdvisoryOn this episode, hosts Casey Hiers and Jarrod Bridgeman tackle a topic many dentists would rather avoid: the unexpected death of a practice owner. They stress the critical need for proactive financial and estate planning, not just to protect your...
Jarrod and Casey emphasize the immense value of having a comprehensive team in place to manage both your personal and professional affairs. They share real-world examples of how their clients' foresight has protected their practices and families, ensuring a smooth transition during an otherwise difficult time. Tune in to learn how to secure your legacy and give your loved ones peace of mind.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1021accounting,advice,business,dds,death,dental,dentist,dentistry,dmd,economics,finance,planning,ppo,prepare,retire,retirement,taxes,unexpected,willfalse250fullThe 4 Types of Dental Practice Owners: Which One Are You?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-4-types-of-dental-practice-owners-which-one-are-you
Discover the characteristics of each type – from those who "wing it" with business management to the truly dedicated masters of their craft. Casey emphasizes the critical role of self-awareness, a strategic mindset, and a commitment to continual improvement in building a thriving practice.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/67454791Wed, 20 Aug 2025 14:58:54 +0000Four Quadrants AdvisoryAre you a "winger" flying by the seat of your pants, a "dabbler" drowning in information, or a "know-it-all" resistant to growth? In this insightful episode, hosts Casey Hiers and Jarrod Bridgeman break down the four distinct profiles of dental...
Discover the characteristics of each type – from those who "wing it" with business management to the truly dedicated masters of their craft. Casey emphasizes the critical role of self-awareness, a strategic mindset, and a commitment to continual improvement in building a thriving practice.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory]]>1141accounting,advice,business,cash,dental,dentist,dentistry,economics,flow,income,investing,investments,owner,pay,planning,psychology,retire,retirement,tax,taxesfalse249fullProactive vs. Reactive CPA: Finding the Right Partner for Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/proactive-vs.-reactive-cpa-finding-the-right-partner-for-your-practice
The trio shares real-world examples of how this approach can significantly benefit dental practices, from optimizing quarterly tax payments to strategically structuring major investments. Learn how to identify a CPA who will be a true partner in your practice's success, not just an annual tax preparer.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/67367277Thu, 14 Aug 2025 13:28:08 +0000Four Quadrants AdvisoryIn this episode, host Jarrod Bridgeman sits down with financial experts Steve Levy and Brodie Hough to discuss a crucial distinction for any business owner: the difference between a proactive and a reactive CPA. They dive into what it means for a CPA...
The trio shares real-world examples of how this approach can significantly benefit dental practices, from optimizing quarterly tax payments to strategically structuring major investments. Learn how to identify a CPA who will be a true partner in your practice's success, not just an annual tax preparer.

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LinkedIn: Four Quadrants Advisory]]>1019accountant,accounting,business,cpa,dental,dentist,dentistry,economics,finance,investing,irs,money,owner,planning,proactive,reactive,retire,retirement,tax,taxesfalse248fullThe Million-Dollar Cost of Inactionhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-million-dollar-cost-of-inaction
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/67215091Fri, 01 Aug 2025 12:16:12 +0000Four Quadrants AdvisoryAre you leaving millions on the table without even knowing it? In this can't-miss episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the silent killer of dental practice profitability: inaction. They reveal how ignoring things...
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LinkedIn: Four Quadrants Advisory]]>1274accounting,advice,advisory,business,cpa,dental,dentist,dentistry,dentists,economics,inaction,investing,investments,millions,owner,planning,practice,retire,retirement,taxesfalse247fullBeyond the Balance Sheet: Unmasking the Hidden Hurdles to Dental Millionairedomhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/beyond-the-balance-sheet-unmasking-the-hidden-hurdles-to-dental-millionairedom
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/67101912Thu, 24 Jul 2025 15:53:05 +0000Four Quadrants AdvisoryJoin Casey Hiers and Jarrod Bridgeman as they discuss the often-overlooked challenges that can derail a dental practice owner's journey to financial freedom. While common pain points like staff management, cash flow, and insurance adjustments are...
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LinkedIn: Four Quadrants Advisory]]>761advice,advising,business,cash,dental,dentist,dentistry,economics,family,finance,flow,hurdles,investing,owner,planning,practice,retire,retirement,staff,taxesfalse246fullThe "Big Beautiful Tax Bill": What Dental Owners Need to Knowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-big-beautiful-tax-bill-what-dental-owners-need-to-know
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/67014891Thu, 17 Jul 2025 14:58:10 +0000Four Quadrants AdvisoryUnpack the "Big Beautiful Tax Bill" with Steve Levy, CPA & JD, and Brodie Hough, CPA, and its profound impact on your dental practice. We'll simplify the tax cuts, the boosted State and Local Tax (SALT) deduction cap, the 100% permanent bonus...
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LinkedIn: Four Quadrants Advisory]]>1134accounting,act,beautiful,big,bill,cash,cpa,cuts,deduction,deductions,dental,dentist,dentistry,flow,money,owner,practice,savings,tax,taxesfalse245fullHow Expert Guidance Drilled Down to Early Retirement and Business Growthhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/how-expert-guidance-drilled-down-to-early-retirement-and-business-growth
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/66902359Thu, 10 Jul 2025 15:33:51 +0000Four Quadrants AdvisoryDental practice owners Dr. David Salomons and Dr. Adam Underwood share their transformative experiences partnering with Four Quadrants Advisory. Dr. Salomons, initially skeptical, credits the collaboration with accelerating his retirement. Dr....
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LinkedIn: Four Quadrants Advisory]]>2015401k,business,cash,dental,dentist,dentistry,economics,finance,financial,flow,guest,investing,investments,own,owner,planning,practice,retire,retirement,transitionfalse244fullCheerleaders VS Coaches: Proactive Finances for a Thriving Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/cheerleaders-vs-coaches-proactive-finances-for-a-thriving-dental-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/66756196Thu, 26 Jun 2025 13:09:04 +0000Four Quadrants AdvisoryMany dentists unknowingly fall into the trap of passive financial oversight, often relying on external teams who might be more reactive than proactive. This leads us to a critical question: Is your external team a bunch of cheerleaders, or are they...
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LinkedIn: Four Quadrants Advisory]]>1275business,cheerleaders,coaches,cpa,dentist,dentistry,economics,finance,financial,help,investing,investments,lead,owner,planning,proactive,retire,retirement,taxesfalse243fullMillion-Dollar Blind Spot: Why Smart Dentists Are Still Missing Outhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/million-dollar-blind-spot-why-smart-dentists-are-still-missing-out
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/66629486Thu, 19 Jun 2025 15:06:31 +0000Four Quadrants AdvisoryJoin hosts Casey Hiers and Jarrod Bridgeman as they reveal the surprising reason so many dentists flock to their events: the massive, yet often overlooked, financial and business side of dentistry. Learn how a lack of strategic planning in these...
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LinkedIn: Four Quadrants Advisory]]>1031accounting,business,career,cash,ce,course,cpa,dental,dentist,dentistry,economics,event,finance,financial,flow,millions,money,owner,tax,taxesfalse242fullHow Four Quadrants Transforms Dental Practices & Liveshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/how-four-quadrants-transforms-dental-practices-lives
Many dentists are wary of consultants, and for good reason. But Casey and Jarrod explain why Four Quadrants is different: they don't just offer generic advice. Instead, they dive deep into your practice's data and financials, only taking on clients they're confident they can significantly help. Discover how their unique engagement process focuses on boosting profitability, optimizing overhead, maximizing retirement savings, and mastering debt management. This isn't just about your practice; it's about transforming your personal finances and lifestyle too.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/66397069Wed, 04 Jun 2025 15:32:44 +0000Four Quadrants AdvisoryEver wondered what it really takes to elevate your dental practice to new heights? Hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on how Four Quadrants Advisory builds trust and delivers tangible results for dentists. Many dentists are...
Many dentists are wary of consultants, and for good reason. But Casey and Jarrod explain why Four Quadrants is different: they don't just offer generic advice. Instead, they dive deep into your practice's data and financials, only taking on clients they're confident they can significantly help. Discover how their unique engagement process focuses on boosting profitability, optimizing overhead, maximizing retirement savings, and mastering debt management. This isn't just about your practice; it's about transforming your personal finances and lifestyle too.

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LinkedIn: Four Quadrants Advisory]]>10274q,accounting,advisory,dental,dentist,dentists,economics,finance,finances,four,investing,investments,personal,planning,quadrants,retire,retirement,savings,tax,taxesfalse241fullFrom Elementary to Existential: Navigating the Evolving Dental Landscapehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/from-elementary-to-existential-navigating-the-evolving-dental-landscape
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/66186218Wed, 21 May 2025 16:04:14 +0000Four Quadrants AdvisoryHost Jarrod Bridgeman and Brogan Baxter, COO of Four Quadrants Advisory, explore how the dental industry has transformed over 20 years. Once "elementary," challenges now include fierce competition, tech demands, dwindling insurance, and staffing...
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LinkedIn: Four Quadrants Advisory]]>1554cash,change,coo,cpa,dental,dentist,economics,evolve,finance,financial,flow,invest,investing,owner,planning,practice,retire,retirement,tax,taxesfalse240fullUnlock Your Practice's Potential: Ditching Ego & Doubthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/unlock-your-practices-potential-ditching-ego-doubt
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/66084927Wed, 14 May 2025 13:42:34 +0000Four Quadrants AdvisoryFeeling stuck with practice finances? This episode reveals how mindset, not just external factors, is key to improving overhead, cash flow, and savings. Learn to overcome ego and limiting beliefs, avoid the comparison trap, and adopt a coachable,...
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LinkedIn: Four Quadrants Advisory]]>818accounting,cash,dds,dental,dentist,economics,ego,finance,financial,flow,income,investing,investments,mental,owner,planning,practice,retire,retirement,taxesfalse239fullAre Your Advisors Costing You Millions? The Power of Objective Relationshipshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/are-your-advisors-costing-you-millions-the-power-of-objective-relationships
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/66000938Thu, 08 May 2025 15:39:20 +0000Four Quadrants AdvisoryIs your loyalty to your accountant or financial planner costing your practice serious money? In this episode, we discuss why focusing on objective results, not personal feelings, is crucial when it comes to your financial and business advisors. Learn...
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LinkedIn: Four Quadrants Advisory]]>987accountant,accounting,advisor,business,cash,dds,dental,dentist,dentists,economics,finance,financial,money,owner,planning,practice,relationships,retirement,tax,taxesfalse238fullRiding the Waves: How Savvy Dentists Navigate Market Volatilityhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/riding-the-waves-how-savvy-dentists-navigate-market-volatility
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/65823749Thu, 01 May 2025 11:53:04 +0000Four Quadrants AdvisoryIs market volatility shaking up your investments? This episode of The Millionaire Dentist™ explores how recent market swings impact your portfolio and the essential strategies to navigate them. We emphasize building a custom investment approach...
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LinkedIn: Four Quadrants Advisory]]>1516accounting,advice,advisory,business,dds,dental,dentist,dentists,economics,finance,investing,investments,market,owner,planning,retire,retirement,stock,tariffs,trumpfalse237fullLife's Curveballs & Practice Pitfalls: Are You Prepared?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/lifes-curveballs-practice-pitfalls-are-you-prepared
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/65610657Thu, 17 Apr 2025 14:02:35 +0000Four Quadrants AdvisoryHosts Casey and Jarrod relate life's surprises, like car accidents or seasonal allergies, to the unexpected challenges dental practices face—staff turnover, insurance shifts, tax issues, and more. Reactive management isn't enough, and they explain why...
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LinkedIn: Four Quadrants Advisory]]>934accounting,advice,cash,cpa,dental,dentist,dentistry,economics,finance,financial,hits,owner,pain,planning,practice,prepare,retire,retirement,tax,taxesfalse236fullTax Time Tactics: Extensions, Payments, & Contributionshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/tax-time-tactics-extensions-payments-contributions
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/65527295Thu, 10 Apr 2025 14:56:58 +0000Four Quadrants AdvisoryJoin Jarrod, Steve Levy (CPA, JD), and Brodie Hough (CPA) for essential tax strategies. They cover extensions and audit risk (file on time to avoid penalties!), handling large tax payments via IRS plans, hitting prior-year HSA/IRA contribution...
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LinkedIn: Four Quadrants Advisory]]>102215th,accountant,accounting,advice,advisory,april,business,cash,cpa,dental,dentist,dentistry,economics,financial,flow,investing,planning,retirement,tax,taxesfalse235fullStop Avoiding, Start Succeeding: Essential Habits of Millionaire Dentistshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/stop-avoiding-start-succeeding-essential-habits-of-millionaire-dentists
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/65336784Thu, 03 Apr 2025 15:00:22 +0000Four Quadrants AdvisoryReady to elevate your dental practice? This episode dives into the actionable habits that consistently lead to millionaire status. Discover how to embrace coachability, make smart decisions with data, and finally master delegation. We'll also break...
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LinkedIn: Four Quadrants Advisory]]>1036business,cash,dental,dentist,dentistry,economics,finance,flow,habits,investing,investments,millionaire,owner,planning,retire,retirement,success,successful,tax,taxesfalse234fullFrom Hinman to Your Practice: Mastering Overhead, Insurance, and Cash Flowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/from-hinman-to-your-practice-mastering-overhead-insurance-and-cash-flow
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/65137761Wed, 26 Mar 2025 17:24:08 +0000Four Quadrants AdvisoryFresh from the Thomas P. Hinman Meeting, Casey and Jarrod dive into the critical aspects of running a successful dental practice. They address the common struggles of managing overhead, navigating insurance adjustments, and optimizing cash flow....
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LinkedIn: Four Quadrants Advisory]]>1285adjustments,advice,business,cash,dental,dentist,dentistry,economics,hinman,insurance,investing,investments,overhead,planning,practice,retire,retirement,tax,taxes,thomasfalse233fullCreate Your Own Cinderella Story: Building Your Dental Practice Beyond the Buzzerhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/create-your-own-cinderella-story-building-your-dental-practice-beyond-the-buzzer
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/64731273Thu, 06 Mar 2025 14:34:14 +0000Four Quadrants AdvisoryFrom coaching kids' basketball (and a knocked-out tooth!) to building your dream dental practice, we explore the 'Cinderella story' of unexpected success. Learn why strategy beats talent, and how the right team can propel your practice to...
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LinkedIn: Four Quadrants Advisory]]>864basketball,business,cash,cpa,dental,dentist,dentistry,economics,finance,financial,flow,invest,investing,money,owner,planning,retire,retirement,tax,taxesfalse232fullBackwards Decisions: Why Your Dental Practice Growth Might Be Failinghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/backwards-decisions-why-your-dental-practice-growth-might-be-failing
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/64607354Thu, 27 Feb 2025 16:51:10 +0000Four Quadrants AdvisoryBefore hiring an associate or opening a new location, are you truly ready? In this episode of The Millionaire Dentist™, we dive into the critical importance of proper sequencing and planning in dental practice management. Learn how to get your core...
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LinkedIn: Four Quadrants Advisory]]>840advice,associate,business,cash,dental,dentist,dentistry,economics,finance,hiring,investing,millionaire,owner,personal,planning,practice,retire,retirement,tax,taxesfalse231fullFour Financial Factors: The Key To Practice Advisinghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/four-financial-factors-the-key-to-practice-advising
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/64452763Wed, 19 Feb 2025 16:15:24 +0000Four Quadrants AdvisoryThe right financial advisor can make all the difference for dentists. In this episode, we explore four key factors to consider—from choosing a fiduciary to finding an advisor who understands the unique financial challenges of running a practice. Learn...
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LinkedIn: Four Quadrants Advisory]]>879advisor,dental,dentist,dentistry,economics,finance,financial,flow,invest,investing,money,owner,plan,planning,practice,retire,retirement,save,tax,taxesfalse230fullDecoding Social Security: A Dentist's Guide to Maximizing Retirement Incomehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/decoding-social-security-a-dentists-guide-to-maximizing-retirement-income
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/64343375Wed, 12 Feb 2025 17:26:46 +0000Four Quadrants AdvisoryDentists: Want to maximize your retirement income? This episode features CFP® Will Chrisman discussing the crucial role of Social Security in your retirement plan. Learn the pros and cons of claiming early vs. later, how to integrate Social Security...
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LinkedIn: Four Quadrants Advisory]]>860accountant,accounting,dental,dentist,dentistry,dentists,economics,finance,financial,income,investing,owner,planning,practice,retire,retirement,save,security,social,taxesfalse229fullMaximize Your Dental Practice Tax Savings: Expert Strategies with CPA Kevin Rhotonhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/maximize-your-dental-practice-tax-savings-expert-strategies-with-cpa-kevin-rhoton
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/64229020Thu, 06 Feb 2025 15:06:54 +0000Four Quadrants AdvisoryAre you a dental practice owner overpaying taxes? Casey and Jarrod discuss powerful tax deductions and strategies with CPA Kevin Rhoton. Learn how to maximize retirement contributions (401(k)s, SEP IRAs, and more), leverage HSAs, and understand the...
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LinkedIn: Four Quadrants Advisory]]>1058accountant,accounting,business,cash,cpa,deductions,dental,dentist,dentistry,economics,finance,flow,planning,practice,retire,retirement,savings,strategies,tax,taxesfalse228fullRetirement Dilemma: Balancing Slowdown with Successhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/retirement-dilemma-balancing-slowdown-with-success
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/64049359Thu, 30 Jan 2025 18:17:00 +0000Four Quadrants AdvisoryThis episode explores the challenges dentists face nearing retirement. We discuss the urge to ease workload, which can hurt practice performance and its sale value. We emphasize the importance of strong finances and consistent practice performance in...
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LinkedIn: Four Quadrants Advisory]]>813business,cash,dental,dentist,dentistry,economics,finance,flow,income,investing,investments,money,overhead,owner,ownership,planning,practice,retire,retirement,taxesfalse227fullDSOs: Friend or Foe?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/dsos-friend-or-foe
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/63715413Thu, 16 Jan 2025 16:58:54 +0000Four Quadrants AdvisoryDental Service Organizations (DSOs): They're a hot topic in dentistry, but are they a friend or foe for your practice? In this episode of The Millionaire Dentist™, we cut through the hype and provide a data-driven look at the DSO landscape. We discuss...
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LinkedIn: Four Quadrants Advisory]]>1078cash,corporate,dds,dental,dentist,dentistry,dmd,dso,dsos,economics,finance,financial,money,planning,practice,private,retire,retirement,tax,taxesfalsefullBack to Life, Back to Realityhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/back-to-life-back-to-reality
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/63624957Thu, 09 Jan 2025 13:24:48 +0000Four Quadrants AdvisoryDentists, are you feeling the squeeze? The pandemic may have masked serious financial issues in your practice. Now, with inflation and aid drying up, cash flow is tight. This episode tackles the tough realities: rising costs, employee demands, and the...
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LinkedIn: Four Quadrants Advisory]]>770accounting,cash,dds,dental,dentist,dentistry,economics,finance,flow,invest,investing,management,money,planning,practice,retire,retirement,tax,taxesfalse225fullHoliday Cheer and Tax Year Fear: Navigating Year-End Tax Strategieshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/holiday-cheer-and-tax-year-fear-navigating-year-end-tax-strategies
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/63285439Thu, 12 Dec 2024 15:22:58 +0000Four Quadrants Advisory'Tis the season for holiday cheer and year-end tax planning! We'll discuss the new Beneficial Ownership Information (BOI) reporting requirement, tax-smart strategies for holiday bonuses and parties, and upcoming changes to tax brackets and 401(k)...
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LinkedIn: Four Quadrants Advisory]]>1396401k,boi,bonuses,dental,dentist,dentistry,economics,end,finance,financial,holiday,investing,management,owner,planning,practice,retire,retirement,tax,yearfalse224fullTax Troubles and Unexpected Expenses: Protect Your Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/tax-troubles-and-unexpected-expenses-protect-your-dental-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/63165336Thu, 05 Dec 2024 12:47:14 +0000Four Quadrants AdvisoryUnexpected financial challenges can derail your dental practice. Learn how to avoid costly surprises and maintain financial stability by working with a specialized dental accounting firm. Plus, discover upcoming speaking events hosted by the Four...
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LinkedIn: Four Quadrants Advisory]]>1180accounting,business,cash,dental,dentist,dentistry,dso,economics,financial,flow,insurance,investing,management,owner,planning,ppo,retire,retirement,tax,taxesfalse223fullDecisions, Decisions: How Your Choices Shape Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/decisions-decisions-how-your-choices-shape-your-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/62882996Wed, 20 Nov 2024 16:39:35 +0000Four Quadrants AdvisoryThis week, Casey and Jarrod discuss decision-making. Listen to learn how crucial life decisions can impact your dental practice's financial health. Discover strategies to improve your cash flow, work-life balance, and overall well-being. Interested...
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LinkedIn: Four Quadrants Advisory]]>1093accounting,advice,advisory,cash,decision,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,planning,practice,retire,retirement,tax,taxesfalse222fullNew Government Regulations Will Impact 401Ks and Employeeshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/new-government-regulations-will-impact-401ks-and-employees
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/62640790Wed, 06 Nov 2024 15:49:24 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod are joined by Will Chrisman, AWMA™ to break down the key changes from the Secure Act 2.0 that you need to know, including higher contribution limits for 401(k)s, new student loan matching options, automatic...
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LinkedIn: Four Quadrants Advisory]]>11192.0,accounting,act,business,cash,dental,dentist,dentistry,economics,finance,financial,flow,investing,money,overhead,planning,retirement,secure,taxes,transitionsfalse221fullDental Dilemma: Navigating the High Cost of Hygienistshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/dental-dilemma-navigating-the-high-cost-of-hygienists
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/62570152Thu, 31 Oct 2024 14:28:38 +0000Four Quadrants AdvisoryDental hygienist wages are soaring, and many are still looking to jump ship. Casey and Jarrod discuss the factors driving this trend and offer practical strategies to manage employee compensation effectively without sacrificing your practice's...
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LinkedIn: Four Quadrants Advisory]]>1199accounting,cash,dental,dentist,dentistry,economics,finance,financial,income,investing,leader,management,owner,pay,planning,practice,retire,retirement,staff,taxesfalse220fullNavigating Business Models in Dentistryhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/navigating-business-models-in-dentistry
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/62200662Thu, 03 Oct 2024 12:14:08 +0000Four Quadrants AdvisoryTired of the dental grind? Join us as we dive deep into the world of dental business models. From insurance-heavy practices to fee-for-service, we'll explore the pros and cons of each approach. Discover how to create a sustainable practice that aligns...
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LinkedIn: Four Quadrants Advisory]]>857accounting,advice,business,cpa,dental,dentist,dentistry,economics,finance,financial,income,insurance,investing,model,money,planning,retire,retirement,savings,taxesfalse219fullTax Planning for Dentists: Avoiding Surprises and Maximizing Deductionshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/tax-planning-for-dentists-avoiding-surprises-and-maximizing-deductions
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/62103431Wed, 25 Sep 2024 14:30:13 +0000Four Quadrants AdvisoryIn this episode, CPA Steve Levy provides essential insights for dental professionals on the importance of tax planning and estimated tax payments. We explore the risks of overpaying or underpaying taxes, the benefits of the pass-through entity tax,...
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LinkedIn: Four Quadrants Advisory]]>915accountant,accounting,dental,dentist,dentistry,dentists,economics,estimates,finance,financial,investing,investments,market,planning,quarterly,retire,retirement,savings,stock,taxfalse218fullThe Jaded Dentist: Finding a Path to Renewalhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-jaded-dentist-finding-a-path-to-renewal
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/62026924Thu, 19 Sep 2024 12:01:53 +0000Four Quadrants AdvisoryTired of feeling burnt out as a dentist? You're not alone. Many dental professionals grapple with overwhelming stress, administrative burdens, and the relentless pace of modern practice. Join us as we dive into the challenges facing today's...
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LinkedIn: Four Quadrants Advisory]]>1187accounting,dental,dentist,dentistry,economics,finance,financial,income,insurance,money,owner,planning,ppo,practice,retire,retirement,salary,savings,staff,taxesfalse217fullDefining Your Dental Destiny: What Matters Most?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/defining-your-dental-destiny-what-matters-most
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/61338425Wed, 11 Sep 2024 14:54:42 +0000Four Quadrants AdvisoryJoin Casey and Jarrod as they delve into the crucial step of defining your dental practice's vision and personal goals. In this episode, they explore the importance of understanding what truly matters to you, the trade-offs involved in achieving your...
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LinkedIn: Four Quadrants Advisory]]>897accounting,cash,dds,dental,dentist,dentistry,dmd,economics,finance,flow,investing,investments,owner,planning,practice,retirement,risks,salary,staff,taxesfalse216fullDiving into the Deep End: Taking Calculated Risks in Dentistryhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/diving-into-the-deep-end-taking-calculated-risks-in-dentistry
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/61264479Wed, 04 Sep 2024 17:50:08 +0000Four Quadrants AdvisoryTaking big decisions in dentistry can feel like jumping into a pool blindfolded. In this episode, we'll explore the importance of taking calculated risks and avoiding impulsive decisions. We'll share tips on making informed choices and the benefits of...
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LinkedIn: Four Quadrants Advisory]]>1000accounting,cpa,dds,dental,dentist,dentistry,dmd,economics,economy,finance,investing,investments,owner,plan,planning,practice,retire,retirement,staff,taxesfalse215fullNavigating Tough Times: Firing Patients and Staff in Dental Practiceshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/navigating-tough-times-firing-patients-and-staff-in-dental-practices
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/61104385Wed, 21 Aug 2024 15:21:17 +0000Four Quadrants AdvisoryThis episode tackles the tough topic of firing patients and staff in dental practices. We discuss strategies for handling difficult patients, empowering staff, and making strategic termination decisions. We also explore leadership, coaching, and...
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LinkedIn: Four Quadrants Advisory]]>1106accounting,cfp,cpa,dental,dentist,dentistry,economics,finance,fire,firing,hygenists,investing,investments,patient,patients,planning,retire,retirement,staff,taxesfalse214fullKeep Things Simple: Avoiding Common Accounting Pitfallshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/keep-things-simple-avoiding-common-accounting-pitfalls
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/61028529Wed, 14 Aug 2024 17:58:07 +0000Four Quadrants AdvisoryRunning a successful dental practice isn't just about patient care – it's also about managing your finances effectively. In this episode, we're joined by the accounting guru, Kevin Rhoton, CPA and MBA. He's here to shed light on common accounting...
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LinkedIn: Four Quadrants Advisory]]>1154accounting,bookkeeping,books,cpa,dental,dentist,dentistry,economics,economy,finance,finances,investing,investments,irs,money,planning,retire,retirement,tax,taxesfalse213fullAll That Glitters Isn't Goldhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/all-that-glitters-isnt-gold-1

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/60948693Wed, 07 Aug 2024 16:44:57 +0000Four Quadrants AdvisoryOwning a practice is exhilarating yet overwhelming. In this episode, Casey and Jarrod explore the emotional highs and lows of ownership, uncovering decisions that may not stand the test of time. Gain insights into the complexities and rewards of...

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LinkedIn: Four Quadrants Advisory]]>731accounting,advice,business,cash,cpa,dental,dentist,dentistry,economics,finance,financial,flow,investing,irs,owner,planning,practice,retire,retirement,taxesfalse212fullDentistry Demystified: Choosing Your Dream Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/dentistry-demystified-choosing-your-dream-practice-1
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/60728590Thu, 18 Jul 2024 12:52:24 +0000Four Quadrants AdvisoryUnsure if you want to be a solo dentist or run a multi-chair empire? This episode is for you! Casey and Jarrod break down the different types of dental practices, from solo proprietorships to group practices. They'll help you identify your strengths,...
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LinkedIn: Four Quadrants Advisory]]>1074accounting,advice,cash,dds,dentist,dentistry,dmd,economics,finance,flow,investing,money,oral,owner,planning,practice,retirement,savings,specialist,taxesfalse211fullFinancial Foresight – Regrets in Financial Planninghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/financial-foresight-regrets-in-financial-planning-1
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/60653217Wed, 10 Jul 2024 15:19:59 +0000Four Quadrants AdvisoryIn this thought-provoking episode, Casey and Jarrod focus on the financial regrets that plague many older dentists. Inadequate retirement planning and financial missteps can haunt dental professionals long after they've hung up their scrubs. Our hosts...
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LinkedIn: Four Quadrants Advisory]]>727accounting,advice,cash,cpa,dental,dentist,dentistry,dentists,econ,economics,finance,finances,financial,flow,investing,plan,planning,retire,retirement,taxesfalse210fullSchemes Unveiled: Insider Tips from Tax Professionals on Staying Safehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/schemes-unveiled-insider-tips-from-tax-professionals-on-staying-safe-1
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/60507906Wed, 26 Jun 2024 14:00:03 +0000Four Quadrants AdvisoryIn this eye-opening episode, Casey and Jarrod team up with tax expert Kevin Rhoton, a seasoned CPA and MBA, to delve into some of the most alarming tax schemes that the IRS has been warning the public about. Kevin breaks down the intricacies of these...
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LinkedIn: Four Quadrants Advisory]]>1295accountant,accounting,business,cpa,dental,dentist,dentistry,economics,finance,investing,money,owner,planning,practice,retire,retirment,scam,scheme,tax,taxesfalse209fullUnmasking Ownership: The Power and Purpose of Beneficial Ownership Reportinghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/unmasking-ownership-the-power-and-purpose-of-beneficial-ownership-reporting-1
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/60451424Thu, 20 Jun 2024 15:45:07 +0000Four Quadrants AdvisoryCasey and Jarrod invite Steve Levy CPA & JD to demystify the new Beneficial Ownership Information (BOI) reporting requirements. This episode covers why BOI is crucial for transparency and accountability, key compliance dates, and the ramifications...
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LinkedIn: Four Quadrants Advisory]]>913accounting,boi,business,cash,dental,dentist,dentistry,economics,file,finance,financial,flow,money,owner,planning,report,reporting,retire,retirement,taxesfalse208fullTop Tips for Hiring in Your Dental Practice: Finding the Perfect Fithttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/top-tips-for-hiring-in-your-dental-practice-finding-the-perfect-fit-1
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/60363689Wed, 12 Jun 2024 15:49:42 +0000Four Quadrants AdvisoryIn this insightful episode, Casey and Jarrod speak about the critical process of hiring the right fit for your dental practice. They understand that finding the perfect team member can make or break the success of a practice. Join them as they share...
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LinkedIn: Four Quadrants Advisory]]>1097accounting,advice,business,cash,dental,dentist,dentistry,economics,finance,financial,flow,hire,hiring,investing,investments,jobs,planning,practice,retirement,taxesfalse207fullCommitment Counts: Why Consistency in Financial Planning Mattershttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/commitment-counts-why-consistency-in-financial-planning-matters-1
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/60289676Wed, 05 Jun 2024 17:50:53 +0000Four Quadrants AdvisoryIn today's episode, Casey and Jarrod focus on commitment and consistency in financial planning. They discuss why staying committed to financial goals and maintaining consistent habits, such as regular saving and investing, is crucial. The hosts share...
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LinkedIn: Four Quadrants Advisory]]>657accounting,advice,advisory,business,dental,dentist,dentistry,finance,financial,money,office,planning,practice,retire,retirement,savings,tax,taxesfalse206fullScaling Down Stress: Dentists and the Fear of Taking Time Offhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/scaling-down-stress-dentists-and-the-fear-of-taking-time-off-1
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/60151567Thu, 23 May 2024 16:04:31 +0000Four Quadrants AdvisoryThis week, Casey and Jarrod dig into the secret stress behind long weekends and vacations: the fear that taking time off will tank your finances. From overhead that never sleeps to staff payroll that keeps rolling, they unpack why so many dentists...
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LinkedIn: Four Quadrants Advisory]]>931accounting,advice,balance,business,dds,dentist,dentistry,dmd,economics,finance,financial,life,owner,planning,practice,retire,retirement,tax,taxes,workfalse205fullWhen a Dentist Needs to Stand Up for Themselveshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/when-a-dentist-needs-to-stand-up-for-themselves-1
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/60050628Wed, 15 May 2024 20:33:26 +0000Four Quadrants AdvisoryThis week, Casey and Jarrod dive into the surprisingly high-stakes world of standing up for yourself as a dental practice owner — whether it’s with stubborn employees, pushy patients, controlling insurance companies, or the occasional overconfident...
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LinkedIn: Four Quadrants Advisory]]>789accounting,advice,advisory,business,dds,dentist,dentistry,dmd,economics,finance,financial,investing,investments,millionaire,owner,practice,tax,taxesfalse204fullWhy Every Dentist Needs to Understand Quarterly Tax Estimateshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-every-dentist-needs-to-understand-quarterly-tax-estimates-1
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/59947873Thu, 09 May 2024 16:03:31 +0000Four Quadrants AdvisoryCasey and Jarrod welcome back tax expert Kevin Rhoton, CPA and MBA, for a candid — and surprisingly entertaining — breakdown of quarterly tax planning for dental practice owners. From the confusing IRS schedule to the financial whiplash of surprise...
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LinkedIn: Four Quadrants Advisory]]>1259accounting,advisory,business,dds,dentist,dentistry,dmd,doctor,economics,finance,financial,investing,investments,owner,planning,practice,retire,retirement,taxes,teethfalse203fullFinding Fulfillment: When Being Part of the Game or Running a Practice is Your Worldhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/finding-fulfillment-when-being-part-of-the-game-or-running-a-practice-is-your-world-1

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/59751504Wed, 01 May 2024 16:28:56 +0000Four Quadrants AdvisoryIn this episode of The Millionaire Dentist™, hosts Casey and Jarrod dive deep into the ethos of dental entrepreneurship. They challenge the status quo, asking the provocative question: "Is it ok to just own a dental practice?" With a blend of tough...

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LinkedIn: Four Quadrants Advisory]]>854accounting,dds,dental,dentist,dentistry,dmd,doctor,economics,finance,finances,investing,investments,owner,planning,practice,retire,retirement,success,tax,taxesfalse202fullFour Quadrants' CE Presentations - More Than Just Creditshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/four-quadrants-ce-presentations-more-than-just-credits-1
If you're looking to book speakers who can make a difference at your next dental meeting or conference, Casey and Jarrod invite you to reach out. Don't miss this episode of actionable advice for dental professionals looking to thrive!

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/59634558Wed, 24 Apr 2024 17:15:00 +0000Four Quadrants AdvisoryCasey and Jarrod take you behind the scenes of their acclaimed CE Presentations. They discuss tangible takeaways and the intangible benefits that can propel your career to new heights. Discover how their presentations go beyond the ordinary, offering...
If you're looking to book speakers who can make a difference at your next dental meeting or conference, Casey and Jarrod invite you to reach out. Don't miss this episode of actionable advice for dental professionals looking to thrive!

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LinkedIn: Four Quadrants Advisory]]>1346accounting,advice,ce,cpa,credit,dentist,dentistry,economics,education,finance,investing,investments,money,ownership,planning,practice,retire,retirement,savings,taxesfalse201full7 Essential Accounting Metrics to Track for Practice Ownershttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/7-essential-accounting-metrics-to-track-for-practice-owners-1
From understanding overhead costs to identifying revenue leaks, listeners will walk away with a clearer vision of how to keep their practice not only financially stable but positioned for long-term, sustainable growth.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/59419445Thu, 11 Apr 2024 15:02:31 +0000Four Quadrants AdvisoryIn this insightful episode of The Millionaire Dentist™, Casey and Jarrod sit down with Kevin Rhoton, CPA, MBA, to discuss the critical, yet often overlooked, accounting metrics that can make or break a dental practice. From understanding overhead...
From understanding overhead costs to identifying revenue leaks, listeners will walk away with a clearer vision of how to keep their practice not only financially stable but positioned for long-term, sustainable growth.

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LinkedIn: Four Quadrants Advisory]]>962accountant,accounting,advising,cpa,dental,dentist,dentistry,economics,finance,financial,firm,investing,investments,money,planning,practice,retire,retirement,savings,taxesfalse200fullSuccess Problems: Why Thriving Practices Still Feel the Pressurehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/success-problems-why-thriving-practices-still-feel-the-pressue
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/59278663Wed, 03 Apr 2024 15:48:19 +0000Four Quadrants AdvisoryJoin Casey Hiers and Jarrod Bridgeman as they dig into the unexpected challenges that come with each new level of dental practice success. From being booked out for months to juggling fee-for-service growth, they explore why more patients, more...
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LinkedIn: Four Quadrants Advisory]]>1076accounting,advice,dental,dentist,dentistry,economics,finance,financial,income,investing,investments,money,owner,patients,planning,practice,retirement,success,successful,taxesfalse199fullWhen Success Creates New Problems: The Hidden Stress of Thriving Practiceshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/when-success-creates-new-problems-the-hidden-stress-of-thriving-practices
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/59198103Wed, 27 Mar 2024 17:40:25 +0000Four Quadrants AdvisorySuccess in dentistry doesn’t eliminate problems — it simply trades them for a new, more complicated set. In this episode, Casey and Jarrod dive into the “rare air” challenges that high-performing practice owners face, from being booked out for months...
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LinkedIn: Four Quadrants Advisory]]>1104accounting,billing,cash,collections,dental,dentist,dentistry,economics,finance,financial,flow,income,numbers,overhead,owner,planning,practice,retire,retirement,taxesfalse198fullMarch Madness & Dentistry: Coaching Your Practice to Victoryhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/march-madness-dentistry-coaching-your-practice-to-victory
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/59116760Wed, 20 Mar 2024 19:36:35 +0000Four Quadrants AdvisoryWith March Madness heating up, Casey and Jarrod break down why running a dental practice looks a whole lot like leading a championship basketball team. From avoiding costly “turnovers” to knowing when to rely on specialized support, they show how...
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LinkedIn: Four Quadrants Advisory]]>914accouting,advice,cpa,dental,dentist,finance,financial,firm,income,investing,investments,millions,money,owner,planning,practice,retire,retirement,taxesfalse197full401(k)s Uncovered: What Dentists Get Wrong About Retirement Planshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/401k-uncovered-what-dentists-get-wrong-about-retirement-plans
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/59032630Wed, 13 Mar 2024 14:44:16 +0000Four Quadrants AdvisoryFeeling 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 Four Quadrants associate financial planner Kal Owen to break down the rules, the myths, and the big...
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LinkedIn: Four Quadrants Advisory]]>1409401k,accounting,advice,advisory,cash,cpa,dental,dentist,dentistry,flow,guide,investing,investments,millioniare,money,planning,practice,retirement,tax,taxesfalse196fullWhen Courage Counts: Why Avoiding Problems Costs Dentists Bighttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/when-courage-counts-why-avoiding-problems-costs-dentists-big
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58944906Wed, 06 Mar 2024 13:56:43 +0000Four Quadrants AdvisoryIn 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 parts of business ownership. From overhead and insurance issues to partnership pitfalls and late-stage...
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LinkedIn: Four Quadrants Advisory]]>877accounting,advice,cpa,dental,dentist,dentists,finance,financial,investing,investments,millionaire,money,owner,practice,retire,retirement,specialists,taxesfalse195fullTaking Over the Family Practice with Special Guest Dr. Michael Taherhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/taking-over-the-family-practice-with-special-guest-dr-michael-taher
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58867463Wed, 28 Feb 2024 18:28:33 +0000Four Quadrants AdvisoryThis 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 practice. From the unexpected challenges of stepping into an established office to learning the ropes...
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LinkedIn: Four Quadrants Advisory]]>1745accounting,advice,cpa,dds,dental,dentist,dmd,finance,financial,investing,money,new,owner,ownership,planning,practice,retire,retirement,taxes,transitionsfalse194fullStop Chasing Shiny Tax Deductions: What Dentists Get Wronghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/stop-chasing-shiny-tax-deductions-what-dentists-get-wrong
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58767773Wed, 21 Feb 2024 17:40:47 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod team up with Kevin Rhoton, MBA/CPA, to break down the “shiny” tax deductions that practice owners love to chase—but probably shouldn’t. From overpaying your kids to unnecessary equipment splurges, they dive into the...
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LinkedIn: Four Quadrants Advisory]]>1017accountant,accounting,cost,cpa,deduction,deductions,dentist,dentistry,finances,investing,investments,money,owner,planning,practice,retirement,savings,tax,taxesfalse193fullHow One Year Can Transform a Practice: Real Clients, Real Resultshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/how-one-year-can-transform-a-practice-real-clients-real-results
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58683718Wed, 14 Feb 2024 13:51:36 +0000Four Quadrants AdvisoryIn this upbeat episode, Casey and Jarrod pull back the curtain on what truly happens after a dentist becomes a Four Quadrants client. From first-year milestones to doubled savings and stress levels finally dropping, they share real stories from real...
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LinkedIn: Four Quadrants Advisory]]>991accounting,advice,dental,dentist,help,investing,millionaire,money,owner,planning,practice,retire,retirement,success,taxes,transitionfalse192fullBeyond Excuses: The Courage Every Practice Owner Needshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/beyond-excuses-the-courage-every-practice-owner-needs
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58599994Wed, 07 Feb 2024 16:29:06 +0000Four Quadrants AdvisoryIn this candid and entertaining episode, Casey and Jarrod pull back the curtain on a mindset they’ve seen across the country for more than two decades: the stories practice owners tell themselves. From shame and avoidance to blaming geography and...
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LinkedIn: Four Quadrants Advisory]]>1011accounting,advice,business,dentist,dentistry,finance,investing,millionaire,mindset,money,owner,planning,practice,retire,retirement,taxesfalse191fullThe Tax Basis Trap: What Dentists Don’t Know Could Cost Themhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/tax-basis-trap-what-dentists-dont-know-could-cost-them
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58519366Wed, 31 Jan 2024 18:23:46 +0000Four Quadrants AdvisoryIIn this lively episode, Casey and Jarrod team up with CPA and BBQ-powered tax wizard Kevin Rhoton to demystify one of the most confusing parts of dentistry finances: tax basis. From Mountain Dew emergencies to real-world examples, they break down...
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LinkedIn: Four Quadrants Advisory]]>1505accountant,accounting,basis,cash,cpa,dds,dentist,dentistry,dmd,finance,flow,investing,investments,money,planning,practice,retirement,savings,tax,taxesfalse190fullIt’s Not Just Taxes: Why Your Cash Flow Problems Run Much Deeperhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/not-just-taxes-why-your-cash-flow-problems-run-much-deeper
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58436408Wed, 24 Jan 2024 19:18:57 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod dig into one of the most common misconceptions in dentistry: blaming cash-flow issues solely on taxes. While tax surprises and bad CPA advice absolutely get practice owners fired up, the guys reveal why fixing your...
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LinkedIn: Four Quadrants Advisory]]>680accounting,cash,dental,dentist,dentistry,finance,finances,flow,investing,issues,management,money,owner,planning,problems,retirement,tax,taxesfalse189fullThe Shareholder Loan Trap: What Dentists Don’t Realize They Owehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/shareholder-loan-trap-what-dentists-dont-realize-they-owe
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58345677Thu, 18 Jan 2024 12:50:25 +0000Four Quadrants AdvisoryJarrod teams up with Kevin Rhoton, CPA, to tackle one of the sneakiest and most misunderstood issues hiding in dental practices: shareholder loans. From how they’re created to why many owners don’t even know they have one, Kevin breaks down the red...
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LinkedIn: Four Quadrants Advisory]]>824accountant,accounting,advice,business,dds,dentist,dentistry,dmd,finance,investing,irs,loan,loans,money,owner,planning,retirement,shareholder,taxesfalse188fullStarting 2024 Strong: Why Dentists Should Return With Momentumhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/starting-2024-strong-why-dentists-should-return-with-momentum

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58255560Wed, 10 Jan 2024 18:30:48 +0000Four Quadrants AdvisoryCasey and Jarrod are kicking off 2024 with energy, laughter, and a message every practice owner needs to hear: how you return from the holidays can set the tone for your entire year. From “keeping your axe sharp” to the reality of why so many dentists...

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LinkedIn: Four Quadrants Advisory]]>6282024,advice,advisory,cfp,cpa,dds,dentist,dentistry,dmd,finance,financial,investing,investments,owner,planning,practice,retire,retirement,tax,taxesfalse187fullBOI Breakdown: What the New Reporting Rules Mean for Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/boi-breakdown-what-the-new-reporting-rules-mean-for-your-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/58072853Wed, 20 Dec 2023 16:26:07 +0000Four Quadrants AdvisoryIn this episode, Jarrod teams up with Steve Levy, CPA & JD, to unpack one of the hottest new requirements hitting business owners in 2024: Beneficial Ownership Information reporting. Don’t let the name scare you — Jarrod and Steve make this...
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LinkedIn: Four Quadrants Advisory]]>755accounting,advice,beneficial,business,dental,dentist,dentistry,finance,finances,information,investing,investments,irs,money,ownership,planning,retire,retirement,save,taxesfalse186fullYour 2023 Year-End Tax Playbook (Dentist Edition)https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/your-2023-year-end-tax-playbook-dentist-edition
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/57997332Wed, 13 Dec 2023 16:28:03 +0000Four Quadrants AdvisoryThe 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 teams up with CPA and JD Steve Levy to break down everything practice owners should be thinking about...
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LinkedIn: Four Quadrants Advisory]]>9322023,accounting,advice,business,cpa,dds,dental,dentistry,dmd,finance,financial,investing,investments,irs,owner,planning,practice,retirement,tax,taxesfalse185fullChange Isn’t Easy—But It Might Save Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/change-isnt-easy-but-it-might-save-your-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/57932587Wed, 06 Dec 2023 20:17:21 +0000Four Quadrants AdvisoryChange can feel exciting… or absolutely terrifying. In this episode, Casey and Jarrod dive into why dentists often resist change, even when it’s the very thing that could transform their practice, income, and sanity. From peer pressure purchases to...
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LinkedIn: Four Quadrants Advisory]]>866accounting,advice,advisor,business,cash,change,dental,dentist,dentistry,finance,financial,investing,investments,money,planning,practice,retire,retirement,taxesfalse184fullThe Surprising Things Dentists Should Be Thankful For This Yearhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/surprising-things-dentists-should-be-thankful-for-this-year
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/57863570Thu, 30 Nov 2023 13:40:48 +0000Four Quadrants AdvisoryIn this lighthearted Thanksgiving-themed episode, Casey and Jarrod dig into the unexpected parts of practice ownership that dentists should be grateful for—even when they feel more frustrating than festive. From insurance plans that helped launch a...
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LinkedIn: Four Quadrants Advisory]]>752accounting,advice,business,dds,dental,dentist,dmd,finance,investing,investments,market,money,owner,plan,planning,retirement,staff,stock,taxes,teethfalse183fullIRS 2024 Retirement Limit Changes: What Dentists Need to Knowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/irs-2024-retirement-limit-changes-what-dentists-need-to-know
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/57749210Tue, 21 Nov 2023 14:30:20 +0000Four Quadrants AdvisoryAs 2024 approaches, the IRS has rolled out its newest retirement plan limit updates—so Jarrod brings in Four Quadrants’ own tax mastermind, Steve “Pipes” Levy, CPA & JD, to break it all down. From 401(k) deferral bumps to IRA contribution tweaks...
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LinkedIn: Four Quadrants Advisory]]>912accountant,accounting,business,cpa,dds,dental,dentist,dmd,finance,financial,investing,investments,overhead,owner,planning,practice,retirement,retiring,tax,taxesfalse182fullSurviving Volatile Markets: CEO Jason Smith’s Playbook for Dentistshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/surviving-volatile-markets-ceo-jason-smiths-playbook-for-dentists
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/57632244Tue, 14 Nov 2023 16:42:44 +0000Four Quadrants AdvisoryIn this episode, Jarrod sits down with Jason Smith—CEO, Founder, and Chief Investment Officer of Four Quadrants Advisory—to break down the wild world of market volatility. From the chaos of 2022 to the confusing trends of today, Jason reveals how his...
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LinkedIn: Four Quadrants Advisory]]>1663accountant,accounting,advice,cfp,cpa,dds,dental,dentist,dmd,finance,investing,investments,market,money,owner,planning,practice,retirement,taxesfalse181fullIs It Really Your Staff… or Is It You? Leadership Truths Dentists Avoidhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/is-it-really-your-staff-or-is-it-you-leadership-truths-dentists-avoid
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/57578230Thu, 09 Nov 2023 13:33:45 +0000Four Quadrants AdvisoryIn this eye-opening episode, Casey and Jarrod dig into one of the most common dentist-to-dentist conversations: staff complaints. They explore why so many practice owners default to blaming their teams—and how that habit often hides deeper issues with...
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LinkedIn: Four Quadrants Advisory]]>1044accounting,advice,business,dds,dental,dentist,dmd,finance,investing,investments,millionaire,planning,retirement,staff,taxesfalse180fullWhy Most Dental CE Misses the Mark (and What Actually Moves the Needle)https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-most-dental-ce-misses-the-mark-and-what-actually-moves-the-needle
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/57474345Wed, 01 Nov 2023 17:33:55 +0000Four Quadrants AdvisoryIn 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 courses most doctors are used to. From a Ritz-Carlton venue to real talk about cash flow, overhead, and...
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LinkedIn: Four Quadrants Advisory]]>676accounting,ce,cpa,dds,dental,dentist,dmd,education,event,finance,financial,investing,investments,owner,planning,practice,retirement,taxesfalse179fullAre You a Defeated Dentist? The Hard Truth Every Owner Must Hearhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/are-you-a-defeated-dentist-the-hard-truth-every-owner-must-hear
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/57379758Wed, 25 Oct 2023 12:32:21 +0000Four Quadrants AdvisoryIn this eye-opening episode, Casey and Jarrod dig into the real reasons so many practice owners feel overwhelmed, burned out, or flat-out defeated. From soaring insurance adjustments to rising overhead and reactive tax planning, they break down the...
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LinkedIn: Four Quadrants Advisory]]>824accounting,adjustments,cash,dds,dental,dentist,dentists,dmd,finance,flow,high,insurance,investing,investments,overhead,planning,retirement,taxes,wage,wagesfalse178fullNot All CE Is Worth Your Time: How to Spot the Good Stuffhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/not-all-ce-is-worth-your-time-how-to-spot-the-good-stuff
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/57213369Thu, 12 Oct 2023 16:45:28 +0000Four Quadrants AdvisoryIn this lively episode, Casey and Jarrod dive into the world of continuing education and why so many dentists unknowingly waste time sitting through CE that doesn’t move the needle. From one-trick-pony lectures to courses that repeat the same idea for...
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LinkedIn: Four Quadrants Advisory]]>870accounting,advice,ce,continuing,dds,dental,dentist,dmd,education,finance,financial,good,owner,planning,practice,retirement,right,specialist,taxes,worthyfalse177fullThe Excuses Holding Dentists Back: Why ‘Later’ Never Workshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/excuses-holding-dentists-back-why-later-never-works
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56961249Wed, 27 Sep 2023 15:03:33 +0000Four Quadrants AdvisoryIn this candid and entertaining episode, Casey and Jarrod dive into the excuses dental practice owners use to justify stalled growth, low income, and financial frustration. From “it’ll get better on its own” to “my situation is just different,” they...
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LinkedIn: Four Quadrants Advisory]]>774accounting,advice,business,consulting,cpa,dds,dental,dentist,dmd,finance,financial,help,investing,investment,owner,planning,retire,retirement,taxesfalse176fullS Corp vs C Corp: How Your Entity Impacts Taxes & Practice Profitshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/s-corp-vs-v-corp-how-your-entity-impacts-taxes-practice-profits
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56870667Wed, 20 Sep 2023 15:20:57 +0000Four Quadrants AdvisoryJoin Casey, Jarrod, and special guest Kevin Rhoton, CPA & MBA, as they unpack the complex world of dental practice entity structures. From S corps to C corps and sole proprietorships, they break down how your setup can either save—or cost—you...
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LinkedIn: Four Quadrants Advisory]]>1305accounting,cpa,dds,dental,dentist,dmd,entity,finance,financial,irs,management,money,owner,planning,practice,retirement,structure,taxesfalse175fullWhy Some Dentists Put on a Show & Hide the Truth Behind Successhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-some-dentists-put-on-a-show-hide-the-truth-behind-success
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56799145Thu, 14 Sep 2023 12:04:46 +0000Four Quadrants AdvisoryCasey 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 multiple locations, they explore the reasons behind the showmanship and what it really says about...
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LinkedIn: Four Quadrants Advisory]]>832accounting,advice,ce,cocktail,dental,dentist,dentistry,event,events,finance,investing,party,planning,retirement,talk,taxesfalse174fullYounger Dentists, Big Ambitions & the Changing CE Landscapehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/younger-dentists-big-ambitions-the-changing-ce-landscape
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56639418Wed, 30 Aug 2023 18:34:48 +0000Four Quadrants AdvisoryCasey and Jarrod are back, diving into the ever-evolving world of dental continuing education and events. From attendance challenges to industry trends, they explore why not all dental shows are created equal and what makes some experiences stand out....
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LinkedIn: Four Quadrants Advisory]]>805accounting,ce,cpa,dds,dental,dentist,dentists,dmd,education,event,finance,financial,help,investing,investments,millionaire,money,retirement,tax,taxesfalse173fullSystems & Processes: Stop Losing Money and Sanity in Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/systems-processes-stop-losing-money-and-sanity-in-your-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56486744Wed, 16 Aug 2023 15:08:57 +0000Four Quadrants AdvisoryAre your dental practice systems working for you—or against you? Casey and Jarrod dive into why clear, efficient systems and processes are essential for everything from clinical work to staff management to financials. Without them, chaos can creep in,...
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LinkedIn: Four Quadrants Advisory]]>835accounting,cash,cashflow,dental,dentist,finance,finances,income,investing,investments,money,office,planning,practice,processes,retirement,savings,systems,taxesfalse172fullVenue Matters: What Great Spaces Teach Us About Dental Practiceshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/venue-matters-what-great-spaces-teach-us-about-dental-practices
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56413783Wed, 09 Aug 2023 14:47:05 +0000Four Quadrants AdvisoryCasey 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 Jarrod break down what truly makes a space—and a practice—memorable. Discover actionable insights on...
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LinkedIn: Four Quadrants Advisory]]>759accounting,advice,cfp,cpa,dds,dental,dentist,dmd,finance,financial,oral,ortho,planning,retire,retirement,specialist,taxesfalse171fullRecord Retention Secrets: Keep What Matters, Ditch the Resthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/record-retention-secrets-keep-what-matters-ditch-the-rest
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56355799Thu, 03 Aug 2023 12:12:36 +0000Four Quadrants AdvisoryJoin Jarrod and CPA/JD Steve Levy as they tackle the surprisingly exciting topic of record retention! Learn which documents you really need to keep—both personal and business—and which ones are safe to let go.This episode is packed with practical tips...
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LinkedIn: Four Quadrants Advisory]]>662accountant,accounting,advice,advisory,cpa,dds,dental,dentist,dmd,filing,finance,money,planning,record,records,retention,retire,retirement,specialist,taxesfalse170fullCrush High Overhead: Smart Strategies for Your Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/crush-high-overhead-smart-strategies-for-your-dental-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56230881Wed, 26 Jul 2023 15:07:42 +0000Four Quadrants AdvisoryIs your dental practice bleeding money without you realizing it? Casey and Jarrod break down the hidden costs driving high overhead—from overstaffing and overspending to outdated fees—and share practical strategies to take control of your finances....
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LinkedIn: Four Quadrants Advisory]]>1190account,accounting,costs,dental,dentist,employees,finance,finances,investing,investments,money,overhead,planning,retire,retirement,savings,stafffalse169fullBeat the Dental Slump: Tips to Thrive During Slow Monthshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/beat-the-dental-slump-tips-to-thrive-during-slow-months
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56154033Wed, 19 Jul 2023 13:12:52 +0000Four Quadrants AdvisoryFeeling the yearly ebb and flow of your dental practice? Casey and Jarrod share smart strategies to turn slow months into opportunities. From planning vacations around downtime to reactivation campaigns and targeted promotions, they cover everything...
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LinkedIn: Four Quadrants Advisory]]>665accounting,cpa,dental,dentist,finance,financial,future,investing,investments,millionaire,money,owner,planning,practice,recession,retirement,slow,taxesfalse168fullAlready Crushing It? How to Take Your Practice to the Next Levelhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/already-crushing-it-how-to-take-your-practice-to-the-next-level
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/56051866Fri, 14 Jul 2023 12:14:24 +0000Four Quadrants AdvisoryThink 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 earners can still unlock the next level of success. From maximizing income to creating better work-life...
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LinkedIn: Four Quadrants Advisory]]>825accounting,advice,dental,dentist,finance,financial,future,improve,improvement,money,planning,practice,retire,retirement,taxes,tipsfalse167fullThe Three Questions That Reveal Everything About Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-three-questions-that-reveal-everything-about-your-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/55399454Wed, 28 Jun 2023 12:15:44 +0000Four Quadrants AdvisoryBefore any deep-dive into a practice’s finances, Casey and Jarrod ask three deceptively simple questions—questions that reveal more about a dentist’s mindset, readiness, and honesty than any spreadsheet ever could. In this episode, they break down...
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LinkedIn: Four Quadrants Advisory]]>822accounting,advice,business,cpa,dds,dental,dentist,dmd,finance,finances,help,investing,investments,money,planning,process,retire,retirement,tax,taxesfalse166fullWhy Dentists Struggle to Save: Cash Flow Myths That Hold You Backhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-dentists-struggle-to-save-cash-flow-myths-that-hold-you-back
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/54629489Wed, 21 Jun 2023 16:18:07 +0000Four Quadrants AdvisorySaving 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 break down the biggest (and most surprising) reasons practice owners fail to save — from messy entity...
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LinkedIn: Four Quadrants Advisory]]>906accounting,advice,cash,dental,dentist,finance,investing,investments,money,planning,retire,retirement,save,savings,taxesfalse165fullStop the Tax Surprises: Mastering Quarterly Estimates with Kevin Rhotonhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/stop-the-tax-surprises-mastering-quarterly-estimates-with-kevin-rhoton
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/54444277Thu, 15 Jun 2023 12:42:19 +0000Four Quadrants AdvisoryThis 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. From avoiding those gut-punch five-digit IRS checks to understanding why “safe harbor” isn’t actually...
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LinkedIn: Four Quadrants Advisory]]>991accountant,accounting,advice,bills,cpa,dds,dental,dentist,dmd,estimate,estimates,harbor,money,quarter,quarterly,retirement,safe,savings,tax,taxesfalse164fullRetire Early, Live Big: Why Young Dentists Are Taking Controlhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/retire-early-live-big-why-young-dentists-are-taking-control
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/54138367Thu, 08 Jun 2023 12:29:12 +0000Four Quadrants AdvisoryWhat 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 years early—and dig into why more practice owners in their 30s are chasing freedom sooner than ever....
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LinkedIn: Four Quadrants Advisory]]>1099accounting,advice,cfp,cpa,dental,dentist,dentistry,finance,financial,investing,investment,owner,planning,practice,retire,retirementfalse163fullThe Hidden Hygiene Goldmine: Are You Leaving Money in the Chair?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-hidden-hygiene-goldmine-are-you-leaving-money-in-the-chair
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53985644Wed, 24 May 2023 14:51:57 +0000Four Quadrants AdvisoryYour hygiene department might be the most underutilized profit center in your entire practice—and Casey and Jarrod are here to pull back the curtain. From rushed appointments to inconsistent perio exams, they break down the silent inefficiencies that...
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LinkedIn: Four Quadrants Advisory]]>718accounting,advice,business,cost,dds,dental,dentist,department,dmd,earn,finance,financial,help,hygiene,hygienists,money,owner,perio,taxesfalse162fullThe “E” Word: What to Do When You Suspect Embezzlement in Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-e-word-what-to-do-when-you-suspect-embezzlement-in-your-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53804930Wed, 10 May 2023 12:42:44 +0000Four Quadrants AdvisoryEmbezzlement isn’t just a scary headline—it’s something far more common in dental practices than most owners realize. In this episode, Casey and Jarrod dive into the uncomfortable but essential topic of what to do when you think someone on your team...
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LinkedIn: Four Quadrants Advisory]]>941accountant,accounting,advice,business,dental,dentist,embezzlement,finance,investing,money,owner,practice,staff,stealing,taxes,theftfalse161fullInside the DSO Razzle-Dazzle: What They Don’t Want You to Askhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/inside-the-dso-razzle-dazzle-what-they-dont-want-you-to-ask
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53727692Wed, 03 May 2023 12:25:00 +0000Four Quadrants AdvisoryFresh 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 lights, the drinks, the sales pitches, and the promises that sound just a little too perfect. After a...
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LinkedIn: Four Quadrants Advisory]]>1121accounting,advice,advisory,booth,convention,corporate,dental,dentist,dso,finance,financial,investing,money,owner,sales,show,speaker,taxesfalse160fullAvoiding $10K Tax Surprises: What Your CPA Might Be Missinghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/avoiding-10k-tax-surprises-what-your-cpa-might-be-missing
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53653707Wed, 26 Apr 2023 15:44:33 +0000Four Quadrants AdvisoryTax 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 and onboarding specialist Kevin Rhoton to uncover why massive tax swings happen and how dental practice...
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LinkedIn: Four Quadrants Advisory]]>929accountant,accounting,bill,business,cpa,dental,dentist,money,owe,owner,practice,refund,surprise,tax,taxesfalse159fullSpring Cleaning Your Practice: What’s Hiding in Your Financial Garage?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/spring-cleaning-your-practice-whats-hiding-in-your-financial-garage
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53594015Thu, 20 Apr 2023 13:34:52 +0000Four Quadrants AdvisorySpring is here, and while everyone else is dusting off shelves and opening windows, Casey and Jarrod take “spring cleaning” to a whole new level—inside your practice’s finances. From hidden inefficiencies to surprising wins, they draw the perfect (and...
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LinkedIn: Four Quadrants Advisory]]>629accountant,accounting,business,clean,cleaning,dds,dental,dentist,dmd,finance,finances,investing,investments,owner,personal,planning,practice,spring,tax,taxesfalse158fullShould You Extend Your Taxes? Myths, Facts & Money Mistakeshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/should-you-extend-your-taxes-myths-facts-money-mistakes
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53523764Thu, 13 Apr 2023 11:59:07 +0000Four Quadrants AdvisoryTax 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 extensions. They tackle the biggest myths—like whether extensions trigger audits or delay payment...
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LinkedIn: Four Quadrants Advisory]]>812advice,april,cpa,dds,dental,dentist,dmd,due,extension,extensions,finance,financial,fourquadrants,investing,investments,millionaire,return,returns,tax,taxesfalse157fullRed Flags, Scams & Smart Planning: A Guide for Dentistshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/red-flags-scams-smart-planning-a-guide-for-dentists
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53440991Tue, 04 Apr 2023 15:41:25 +0000Four Quadrants AdvisoryCFP® Stacy Phillips joins Casey and Jarrod to break down one of the most confusing parts of money management: the difference between an investment advisor and a true financial planner. She explains why dentists often get targeted with questionable...
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LinkedIn: Four Quadrants Advisory]]>1041accounting,advice,advisor,cfp,cpa,dental,dentist,finance,financial,investing,investment,money,owner,planner,practice,retirement,taxesfalse156fullWhy Silicon Valley Bank Made Headlines and What It Means to Youhttps://www.fourquadrantsadvisory.com/podcasts/silicon-valley-bank
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53381119Wed, 29 Mar 2023 17:09:05 +0000Four Quadrants AdvisoryCasey 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 the financial world talking. From bank runs to treasury troubles, they unpack what happened in a way...
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LinkedIn: Four Quadrants Advisory]]>941accounting,bank,ca,california,dds,dental,dentist,dmd,fail,failure,investing,investments,millionaire,money,owner,planning,retirement,silicon,taxes,valleyfalse155fullWhy Dentists Retire 7 Years Later and What’s Really Behind Ithttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-dentists-retire-7-years-later-and-whats-really-behind-it
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53300776Wed, 22 Mar 2023 18:16:40 +0000Four Quadrants AdvisoryCasey and Jarrod dive into one of the most surprising stats in dentistry: dentists retire, on average, seven years later than everyone else. They explore why a profession known for high income often struggles to produce early—or even...
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LinkedIn: Four Quadrants Advisory]]>901accounting,age,dds,dental,dentist,dmd,expert,finance,finances,investing,money,owner,planning,retire,retirement,specialist,taxesfalse154fullCash Flow Chaos: Why Your Practice Feels Broke (and How to Fix It)https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/cash-flow-chaos-why-your-practice-feels-broke-and-how-to-fix-it
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/53136909Wed, 08 Mar 2023 17:16:32 +0000Four Quadrants AdvisoryCasey 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 “cooking the books” to outdated fees, hidden tax surprises, and being booked out months because insurance...
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LinkedIn: Four Quadrants Advisory]]>905accounting,advice,advisory,business,cash,cashflow,cpa,dds,dental,dentist,dmd,finance,financial,millionaire,money,planning,retirement,tax,taxesfalse153fullDo You Really Need 8 Practices? CEO Jason Smith Calls Out the Mythhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/do-you-really-need-8-practices-ceo-jason-smith-calls-out-the-myth
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52927679Wed, 01 Mar 2023 16:28:40 +0000Four Quadrants AdvisoryCEO 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 wealthy is to own a string of practices. Jason breaks down the hype, the hidden risks, and the...
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LinkedIn: Four Quadrants Advisory]]>1327accounting,advice,advisory,corporate,dental,dentist,dentistry,dso,finance,hype,investing,millionaire,money,owner,practice,retirement,wealth,wealthyfalse152fullTopgolf, Turbulence & Dentistry: What Owners Everywhere Sharehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/topgolf-turbulence-dentistry-what-owners-everywhere-share
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52815323Wed, 22 Feb 2023 18:06:47 +0000Four Quadrants AdvisoryCasey and Jarrod welcome Four Quadrants Regional Sales Rep Chad Tothero to pull back the curtain on what really happens at our Topgolf CE events. From young associates to seasoned dentists on the brink of retirement, Chad shares what surprised him...
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LinkedIn: Four Quadrants Advisory]]>854accounting,advice,advisors,business,dental,dentist,finance,help,investing,money,pain,planning,practice,problems,retirement,taxesfalse151full6 Years of Episodes, 6 Years of Change with Special Guest Brogan Baxter, COOhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/6-years-of-episodes-6-years-of-change-with-special-guest-brogan-baxter-coo
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52743325Wed, 15 Feb 2023 16:36:39 +0000Four Quadrants AdvisoryCasey and Jarrod ring in the sixth anniversary of The Millionaire Dentist™ with a special guest: Four Quadrants COO and original episode alum, Baxter Brogan. Together, they look back at the humble beginnings of the show—tiny tables, nerves, and...
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LinkedIn: Four Quadrants Advisory]]>1027accounting,advice,advisory,dds,dental,dentist,dmd,finance,financial,money,owner,planning,practice,retirement,savings,taxesfalse150fullYour Practice Recipe: Why Success Takes More Than One Ingredienthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/your-practice-recipe-why-success-takes-more-than-one-ingredient
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52674825Wed, 08 Feb 2023 20:49:26 +0000Four Quadrants AdvisoryCasey and Jarrod serve up a spicy comparison between perfecting a chili recipe and running a thriving dental practice. From unexpected ingredients to personal preferences, they explore why no single trick, hack, or “secret sauce” can make a practice...
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LinkedIn: Four Quadrants Advisory]]>654accounting,dental,dentist,earn,finance,investing,investments,make,money,owner,perfect,planning,practice,recipe,retire,retirement,save,success,successful,taxesfalse149fullDoes Your Practice Location Shape Your Stress? Let’s Find Outhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/does-your-practice-location-shape-your-stress-lets-find-out
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52608266Wed, 01 Feb 2023 19:37:11 +0000Four Quadrants AdvisoryCasey and Jarrod take a cross-country look at dentistry, exploring whether the place you practice really changes the pressures you face. From big-city bustle to small-town calm, they dig into what’s myth, what’s real, and why most practice problems...
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LinkedIn: Four Quadrants Advisory]]>829accounting,dds,dental,dentist,dmd,finance,help,investing,investments,pain,pains,planning,practice,retirement,staff,taxesfalse148full2023 Retirement Rule Refresh: What Dentists Must Know Nowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/2023-retirement-rule-refresh-what-dentists-must-know-now
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52542615Wed, 25 Jan 2023 17:58:10 +0000Four Quadrants AdvisoryIt’s a new year, which means new IRS rules — and new opportunities to boost your retirement savings. Jarrod sits down with Associate Financial Planner Sam Neff to break down the updated 401(k) limits, catch-ups, IRA changes, and why inflation quietly...
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LinkedIn: Four Quadrants Advisory]]>1211401k,accounting,dental,dentist,finance,finances,government,hsa,ira,irs,money,owner,planning,practice,retire,retirement,taxesfalse147fullBefore You Hire: The Associate Trap Most Dentists Misshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/before-you-hire-associate-trap-most-dentists-miss
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52476845Wed, 18 Jan 2023 20:39:55 +0000Four Quadrants AdvisoryHiring an associate can feel like the next big milestone—proof that your practice is thriving. But Casey and Jarrod break down why this decision is far more complicated than it seems. From mismatched treatment philosophies to shaky numbers and...
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LinkedIn: Four Quadrants Advisory]]>780associate,dds,debt,dental,dentist,dmd,finance,financial,hire,management,millionaire,money,oral,planning,practice,retire,retirement,surgeon,taxesfalse146fullHealthy Habits, Healthy Practice: Your Dental Tune-Uphttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/healthy-habits-healthy-practice-your-dental-tune-up
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52422440Thu, 12 Jan 2023 14:29:27 +0000Four Quadrants AdvisoryKick off the new year with Casey and Jarrod as they dive into the power of healthy habits—both personally and inside your dental practice. From winter immunity tricks to the “supplements” every practice needs, they explore how small, consistent...
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LinkedIn: Four Quadrants Advisory]]>968accounting,advice,dds,dentist,dentistry,dmd,finance,habits,health,healthy,millionaire,money,planning,retirement,taxesfalse145fullYear-End Tax Secrets: Holiday Bonuses, Parties & Big Deductionshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/year-end-tax-secrets-holiday-bonuses-parties-big-deductions
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52246326Wed, 21 Dec 2022 14:38:18 +0000Four Quadrants AdvisoryIn this festive yet fiercely practical episode, Casey and Jarrod welcome back tax maestro Steve “Pipes” Levy, JD, CPA, for a year-end breakdown every practice owner needs. From gift cards to yacht parties, Steve explains what’s truly deductible, what...
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LinkedIn: Four Quadrants Advisory]]>9082022,2023,accountant,accounting,advice,changes,cola,dental,dentist,holiday,millionaire,owner,party,planning,practice,tax,taxesfalse144fullStop the Cycle: Make 2023 the Year Your Practice Actually Growshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/stop-cycle-make-2023-the-year-your-practice-actually-grows
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52187095Wed, 14 Dec 2022 18:09:52 +0000Four Quadrants AdvisoryAs the New Year approaches, Casey and Jarrod dive into the reality of resolutions—why personal ones often flop and why professional goals can actually transform your practice. From improving team consistency to lowering overhead, they explore the...
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LinkedIn: Four Quadrants Advisory]]>638accounting,advice,assessment,associate,dental,dentist,finance,financial,free,money,new,overhead,planning,practice,resolution,resolutions,retirement,savings,taxes,yearfalse143fullThe Best Gift? A Financial Future Dentists Didn’t Know They Neededhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-best-gift-a-financial-future-dentists-didnt-know-they-needed
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52131869Thu, 08 Dec 2022 17:11:29 +0000Four Quadrants AdvisoryCasey and Jarrod get into the holiday spirit with stories of kids’ concerts, bargain-bin shopping, and the joy of giving—but with a twist: what if the greatest gift a dentist could receive isn’t wrapped at all? They dive into how one conversation, one...
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LinkedIn: Four Quadrants Advisory]]>743accounting,advice,advising,cpa,dds,dental,dentist,dmd,finance,financial,gift,millionaire,money,owner,planning,practice,retire,retirement,savings,taxesfalse142fullInside the Free Practice Assessment #3: Big Moves, Smart Decisionshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/inside-free-practice-assessment-3-big-moves-smart-decisions
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/52055845Wed, 30 Nov 2022 14:19:56 +0000Four Quadrants AdvisoryIn Part 3 of this three-part series, Casey and Jarrod tackle the last two topics of our complimentary financial assessment: mergers & acquisitions and transitions. Whether you’re dreaming of buying a second location, absorbing a retiring dentist’s...
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LinkedIn: Four Quadrants Advisory]]>749accounting,acquisitions,advice,assessment,buying,dds,dental,dentist,dmd,expert,experts,finance,financial,merger,money,oral,purchasing,retirement,retiring,transitionsfalse141fullInside the Free Practice Assessment #2 : Cash Flow, Debt & Investmentshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/inside-free-practice-assessment-2-cash-flow-debt-investments
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51927782Thu, 17 Nov 2022 15:28:09 +0000Four Quadrants AdvisoryIn Part 2 of this three-episode series, Casey and Jarrod dig into three of the most misunderstood areas inside a dental practice: cash flow strategies, debt management, and investment decisions. From dentists hoarding $600k in their practice accounts...
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LinkedIn: Four Quadrants Advisory]]>824advice,assessment,business,cash,cashflow,complimentary,dds,debt,dental,dentist,dmd,flow,free,information,invesment,investing,management,money,owner,practicefalse140fullInside the Free Practice Assessment #1 : What Dentists Can Uncoverhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/inside-free-practice-assessment-1-what-dentists-can-uncover
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51837256Wed, 09 Nov 2022 14:48:15 +0000Four Quadrants AdvisoryCasey and Jarrod break down the real value behind Four Quadrants’ complimentary practice financial assessment—and why dentists are already jumping at the chance to get expert insight for free. In this first of a two-part series, they unpack three key...
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LinkedIn: Four Quadrants Advisory]]>928accountant,accounting,assessment,business,complimentary,consulting,dds,dental,dentist,dmd,finance,financial,free,management,orthodontist,owner,planning,practice,retirement,taxesfalse139fullStudent Loan Forgiveness: What Dentists Need to Know (Fast!)https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/student-loan-forgiveness-what-dentists-need-to-know-fast
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51696538Wed, 26 Oct 2022 17:19:47 +0000Four Quadrants AdvisoryIn 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: student loan forgiveness. They tackle what the program really offers, who qualifies, income limits,...
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LinkedIn: Four Quadrants Advisory]]>647accounting,advice,advisory,business,consulting,dds,dental,dentist,dmd,finance,forgiveness,four,loans,millionaire,practice,quadrants,student,taxesfalse138fullFree Expert Advice? Inside Our New Practice Assessmenthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/free-expert-advice-inside-our-new-practice-assessment
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51564428Thu, 13 Oct 2022 14:00:21 +0000Four Quadrants AdvisoryAfter nearly 20 years of transforming dentists’ financial lives, Four Quadrants is doing something totally new: giving away expert advice—for free. Casey and Jarrod break down the launch of the Complimentary Practice Assessment, why it exists, and how...
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LinkedIn: Four Quadrants Advisory]]>833accounting,advice,assessment,cashflow,complimentary,debt,dentist,dentistry,finance,finances,free,investing,mergers,planning,retirement,taxes,transitionsfalse137fullIs Your Gut Right? The Truth a Second Opinion Revealshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/is-your-gut-right-truth-second-opinion-reveals
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51489621Thu, 06 Oct 2022 15:42:40 +0000Four Quadrants AdvisoryYour practice is successful—but is it as successful as it should be? Casey and Jarrod dig into that nagging feeling many dentists have: “I know I should be making more.” They break down why getting a second opinion from dental-specific financial...
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LinkedIn: Four Quadrants Advisory]]>903advice,consultation,consulting,dds,dentist,dentistry,dmd,finance,fourquadrants,help,investing,millionaire,money,mouth,oral,owner,planning,practice,retirement,taxesfalse136fullGetting Better vs. Getting Comfortable: Which One Are You?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/getting-better-vs-getting-comfortable-which-one-are-you
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51416224Thu, 29 Sep 2022 13:15:51 +0000Four Quadrants AdvisoryEveryone says they want to improve—but are they actually doing it? Casey and Jarrod dig into why some practice owners constantly grow while others quietly settle into complacency without even realizing it. From CE junkies to high-achieving implant...
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LinkedIn: Four Quadrants Advisory]]>722accounting,ce,dds,dental,dentist,dentistry,dmd,finance,fourquadrants,improve,investing,millionaire,money,planning,practice,retirement,taxesfalse135fullThe DSO PR Push: What’s Really Going On in Dentistry?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/dso-pr-push-whats-really-going-on-in-dentistry
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51343799Thu, 22 Sep 2022 13:46:26 +0000Four Quadrants AdvisoryDSOs 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 shine up the reputation of corporate dentistry and quiet down the critics. From influencers to...
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LinkedIn: Four Quadrants Advisory]]>761accounting,advice,business,dental,dentist,dentistry,dso,finance,investments,millioniare,money,owner,planning,practice,retire,retirement,taxesfalse134fullHow Dentists Get in Their Own Way (and How to Stop)https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/how-dentists-get-in-their-own-way-how-to-stop
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51260758Thu, 15 Sep 2022 11:37:35 +0000Four Quadrants AdvisoryEver 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 spots to the quiet habits that bottleneck cash flow, they explore how practice owners can...
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LinkedIn: Four Quadrants Advisory]]>813accounting,advice,advisors,business,cashflow,dental,dentist,finance,help,investing,investments,money,owner,planning,practice,retirement,taxesfalse133fullAre You Getting Real Guidance—or Just Yes-Men?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/are-you-getting-real-guidance-or-just-yes-men
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51185659Thu, 08 Sep 2022 13:20:03 +0000Four Quadrants AdvisoryAre your advisors giving you real guidance—or just telling you what you want to hear? Casey and Jarrod dive into the problem of “weak advice” in the dental industry and why so many practice owners end up surrounded by cheerleaders instead of...
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LinkedIn: Four Quadrants Advisory]]>957false132fullIRS Funding, Tax Credits & Big Changes: Inside the IRA of 2022https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/irs-funding-tax-credits-big-changes-inside-ira-2022
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/51015367Wed, 24 Aug 2022 12:37:31 +0000Four Quadrants AdvisoryJarrod 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 care. From corporate minimum taxes to expanded energy credits to Medicare changes, they break down the...
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LinkedIn: Four Quadrants Advisory]]>771accounting,act,advice,dental,dentist,finance,income,inflation,millionaire,overhead,owner,planning,practice,reduction,retirement,savings,tax,taxesfalse131fullIgnite Your Career: Dr. Rice’s Guide to Thriving in Dentistryhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/ignite-your-career-dr-rice-guide-to-thriving-dentistry
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50939638Wed, 17 Aug 2022 12:56:13 +0000Four Quadrants AdvisoryCasey and Jarrod sit down with Dr. David Rice, founder of IgniteDDS, to unpack his surprising career journey—from early missteps as a young dentist to becoming a leading voice for student and new-doctor success. Dr. Rice opens up about failed...
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LinkedIn: Four Quadrants Advisory]]>1766advice,cashflow,david,dental,dentist,finance,four,freedom,investing,millionaire,owner,planning,practice,quadrants,retirement,rice,taxes,youngfalse130fullHolding Patients Accountable: The Secret to Stronger Practiceshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/holding-patients-accountable-secret-to-stronger-practices
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50874267Wed, 10 Aug 2022 11:50:01 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod dive into the surprising power of accountability in dentistry — and how clear expectations can instantly improve patient behavior. From chronic no-shows to chair-side complainers, they break down how boundaries can...
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LinkedIn: Four Quadrants Advisory]]>845accountable,accounting,advice,dental,dentist,finance,financial,investing,investments,owner,patient,patients,planning,practice,retire,retirement,tax,taxesfalse129fullRetiring Right: The 5 Steps Every Practice Owner Must Knowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/retiring-right-5-steps-every-practice-owner-must-know
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50799808Wed, 03 Aug 2022 12:49:29 +0000Four Quadrants AdvisoryIn this episode, Jarrod teams up with Steve Levy, CPA & JD, to uncover what practice owners must do before stepping into retirement. From payroll shutdowns to legal dissolutions, Steve breaks down the essential steps most owners don’t even realize...
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LinkedIn: Four Quadrants Advisory]]>1077accounting,advice,business,dds,dental,dentist,dmd,finance,investing,irs,practice,retire,retirement,taxes,transitioningfalse128fullInside the Dentist Mind: What Practice Owners Really Thinkhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/inside-dentist-mind-what-practice-owners-really-think
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50725334Wed, 27 Jul 2022 12:28:05 +0000Four Quadrants AdvisoryDentists think differently—and practice owners even more so. Casey and Jarrod dive into the mindset behind the profession, exploring why dentists often appear confident on the outside while juggling stress, self-doubt, money pressures, and the...
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LinkedIn: Four Quadrants Advisory]]>975401k,accounting,advice,business,dental,dentist,finance,financial,income,investing,millionaire,money,owner,planning,practice,retire,retirement,taxesfalse127fullThe High Cost of DIY: Why Doing It All Yourself Backfireshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/high-cost-of-diy-why-doing-it-all-yourself-backfires
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50656756Wed, 20 Jul 2022 12:52:58 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod break down one of the biggest traps practice owners fall into: thinking they’ll save money by doing everything themselves. From taxes to bookkeeping to big financial decisions, they explore how “DIY mentality” often...
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LinkedIn: Four Quadrants Advisory]]>825advice,business,dds,dentist,dentistry,diy,dmd,finance,investing,millions,money,planning,practice,retirement,taxesfalse126fullWhy Sleep Matters More Than You Think for Practice Ownershttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-sleep-matters-more-than-you-think-for-practice-owners
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50557979Wed, 13 Jul 2022 13:12:27 +0000Four Quadrants AdvisoryFresh off the Florida Dental Convention, Casey shares the surprising insight that struck him and an entire room of dentists about the power of quality sleep. Joined by Jarrod, he unpacks how rest affects decision-making, stress, productivity, and your...
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LinkedIn: Four Quadrants Advisory]]>841accounting,advice,body,debt,dentist,dentistry,finances,health,income,investments,overhead,planning,retirement,savings,sleep,taxesfalse125fullPTO Done Right: Building Fair & Functional Time-Off Policieshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/pto-done-right-building-fair-functional-time-off-policies
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50404001Wed, 29 Jun 2022 12:27:52 +0000Four Quadrants AdvisoryIn this episode, Jarrod sits down with Steve Levy, CPA & JD, and Stacy Phillips, CFP™, to break down one of the most misunderstood practice essentials: a well-designed PTO policy. They explore why clarity matters, how to prevent jealousy or...
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LinkedIn: Four Quadrants Advisory]]>1236accounting,advice,dentist,dentistry,finance,fourquadrants,hours,hr,millionairedentist,money,ortho,payroll,policies,policy,pto,retirement,taxes,vacationfalse124fullWhen the Heat Is On: Handling Pressure in Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/when-the-heat-is-on-handling-pressure-in-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50292389Wed, 22 Jun 2022 13:54:20 +0000Four Quadrants AdvisorySummer may bring sunshine and pool days, but it also brings rising stress—both outside and inside the practice. In this episode, Casey and Jarrod trade stories about brutal heat waves, sunburn-level mistakes, and the dental practice pressures that hit...
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LinkedIn: Four Quadrants Advisory]]>822accounting,advice,cpa,dentist,dentistry,finance,fourquadrants,heat,help,hot,income,inflation,investing,millionaire,planning,practice,rates,retirement,summer,taxesfalse123fullShould You Hire Your Kids? The Truth About Family Employmenthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/should-you-hire-your-kids-truth-about-family-employment
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50213954Wed, 15 Jun 2022 15:30:47 +0000Four Quadrants AdvisoryIn this episode, Jarrod sits down with Steve Levy, CPA & JD, and Colt Smith, Senior Tax Accountant, to dig into one of the most surprisingly beneficial practice strategies—hiring your kids. They break down what’s allowed, what’s not, and how...
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LinkedIn: Four Quadrants Advisory]]>814accounting,advice,cfp,child,cpa,credits,dds,dentist,dentistry,dmd,endodontics,investing,labor,law,orthodontics,periodontics,retire,retirementplanning,rules,taxesfalse122fullBalancing Dentistry, Motherhood & Ambition with Dr. Grace Yumhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/balancing-dentistry-motherhood-ambition-dr-grace-yum
For more information about Mommy Dentists visit: Mommy Dentists in Business

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/50123824Wed, 08 Jun 2022 15:03:34 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod are joined by Dr. Grace Yum, pediatric dentist, entrepreneur, and Founder & CEO of Mommy Dentists in Business. Together, they explore the real challenges working moms face in dentistry, from mom guilt to juggling...
For more information about Mommy Dentists visit: Mommy Dentists in Business

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LinkedIn: Four Quadrants Advisory]]>1787accounting,advice,balance,business,dentist,dentistry,finance,financialfreedom,grace,investing,life,mommy,owner,practice,taxes,work,yumfalse121fullPractice Buying 101: What Most Dentists Misshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/practice-buying-101-what-most-dentists-miss
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49924646Tue, 24 May 2022 15:53:51 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod break down what every dentist should evaluate before purchasing a practice—whether it’s your first or your fourth. From overhead and insurance mix to staffing, production trends, and hidden financial red flags, they...
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LinkedIn: Four Quadrants Advisory]]>736acquire,business,buy,dental,dentist,dentistry,details,devil,income,money,overhead,practice,purchase,taxesfalse120fullLuck Won the Derby—But It Won’t Run Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/luck-won-the-derby-but-wont-run-your-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49843989Wed, 18 May 2022 14:01:23 +0000Four Quadrants AdvisoryIn 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 long shot can win a race, relying on luck rarely leads to financial stability, predictable income, or a...
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LinkedIn: Four Quadrants Advisory]]>668accounting,bet,business,dds,dental,dentist,dentistry,dmd,finance,freedom,insurance,investing,millionaire,money,planning,ppo,practice,retirement,taxesfalse119fullThe Tax Dentists Forget: Understanding Business Personal Propertyhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/tax-dentists-forget-understanding-business-personal-property
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49772264Thu, 12 May 2022 12:35:23 +0000Four Quadrants AdvisoryJarrod and Casey sit down with Steve Levy, CPA & JD, to unpack one of the most misunderstood—and most commonly ignored—practice expenses: the Business Personal Property Tax. From dental equipment to furniture to the random items you don’t even...
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LinkedIn: Four Quadrants Advisory]]>976accounting,advice,business,cpa,dental,dentist,dentistry,education,four,investing,investment,jd,management,personal,planning,property,quadrants,retirement,tax,taxesfalse118fullThe Hidden Money Leak: Mastering Insurance Adjustmentshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/hidden-money-leak-mastering-insurance-adjustments
Learn More About Dental Claim Support

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49653484Wed, 04 May 2022 12:56:56 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod sit down with Josh Smith, Co-Owner and COO of Dental Claim Support, to uncover one of the most overlooked money drains in dentistry: insurance mismanagement. Josh breaks down why so many practices struggle with...
Learn More About Dental Claim Support

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LinkedIn: Four Quadrants Advisory]]>2084adjustments,advice,business,cashflow,claim,dental,dentist,dentistry,income,insurance,overhead,owner,planning,practice,retirement,supportfalse117fullBreaking Free From PPOs: The Smart Way to Take Back Controlhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/breaking-free-from-ppos-the-smart-way-to-take-back-control
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49582120Thu, 28 Apr 2022 12:21:27 +0000Four Quadrants AdvisoryIn this episode, Jarrod sits down with Jason Smith, Founder, CEO, and President of Four Quadrants Advisory, to expose how PPO plans silently drain dental practices—and why so many dentists feel trapped by them. Jason breaks down the hidden costs, the...
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LinkedIn: Four Quadrants Advisory]]>990accounting,advice,dentist,dentistry,finance,income,insurance,investing,investments,millionaire,overhead,owner,plan,planning,plans,ppo,practice,retirement,savings,taxesfalse116fullShould You Add a Partner? The Real Pros Behind the Decisionhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/should-you-add-partner-real-pros-behind-decision
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49491169Wed, 20 Apr 2022 15:51:21 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod break down the real advantages behind bringing a partner into your dental practice—beyond the surface-level ideas most people consider. From reducing the pressure of producing while you’re away, to gaining a trusted...
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LinkedIn: Four Quadrants Advisory]]>831accounting,advisory,business,cashflow,dental,dentist,dentistry,finance,four,investing,millionaire,money,owner,partner,partnership,planning,quadrants,retirement,taxesfalse115fullThe Hard Truth Dentists Aren’t Hearing—But Need Tohttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/hard-truth-dentists-arent-hearing-but-need-to
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49423215Wed, 13 Apr 2022 13:45:58 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod unpack a brutally honest reality many dentists face: clinically they’re elite, but financially they’re often surrounded by people who tell them what they want to hear—or nothing at all. From shallow advice on big...
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LinkedIn: Four Quadrants Advisory]]>758accounting,cash,cfo,dental,dentist,dentistry,external,finance,finances,flow,investing,investment,millionaire,planning,retirement,tax,taxes,teamfalse114fullMarch Madness Lessons Every Practice Owner Should Stealhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/march-madness-lessons-every-practice-owner-should-steal
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49341305Wed, 06 Apr 2022 15:08:16 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod explore the surprising crossover between the chaos of March Madness and the daily realities of dentistry. From upsets and unexpected losses to preparation, analytics, and strategy, they reveal how lessons from the...
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LinkedIn: Four Quadrants Advisory]]>1002accounting,basketball,business,dentist,dentistry,endodontics,finance,investing,investments,madness,march,money,orthodontics,owner,planning,practice,retirement,taxesfalse113fullThe Truth Behind Tax Surprises: Why They Hit So Hardhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/tired-of-tax-surprises-affecting-your-dental-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49255448Wed, 30 Mar 2022 17:03:24 +0000Four Quadrants AdvisoryCasey and Jarrod sit down with Steve Levy, CPA & JD, to uncover what really happens when a tax surprise hits your practice. From sudden five-figure balances to misleading refunds, the trio breaks down the financial strain, penalties, and stress...
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LinkedIn: Four Quadrants Advisory]]>864accounting,dentist,dentistry,endodontist,finance,investing,investments,money,orthodontist,periodontist,planning,retirement,surprise,surprises,tax,taxesfalse112fullThe Hidden Costs of Selling Your Practice to a DSOhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/hidden-costs-selling-your-practice-to-dso
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49168629Wed, 23 Mar 2022 14:01:26 +0000Four Quadrants AdvisoryCasey and Jarrod unpack what really happens after a private practice is sold to a DSO—from how patient relationships shift to whether your staff culture survives the transition. They dive into the subtle but significant ways corporate ownership can...
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LinkedIn: Four Quadrants Advisory]]>680account,accounting,bank,dentist,dentistry,dso,endodontist,finance,income,investing,money,more,orthodontist,overhead,periodontist,planning,retire,retirement,save,taxesfalse111fullInside the CE Tour Designed to Solve Real Practice Problemshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/inside-ce-tour-designed-to-solve-real-practice-problems
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49093771Thu, 17 Mar 2022 13:05:13 +0000Four Quadrants AdvisoryCasey and Jarrod reveal details about Four Quadrants’ upcoming national tour—an event series designed to help dentists understand and fix the most common financial pain points in private practice. From overhead problems to insurance adjustments to...
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LinkedIn: Four Quadrants Advisory]]>923accounting,advice,business,dentist,dentistry,endodontist,finance,income,investing,orthodontist,overhead,owner,periodontist,planning,practice,retirement,savings,specialist,taxesfalse110fullWhy Practice Transitions Fail—and How to Plan Yours Earlyhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-practice-transitions-fail-and-how-to-plan-yours-early
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/49015684Thu, 10 Mar 2022 12:59:51 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod team up with Stacy Phillips, CFP®, to break down why practice transitions succeed—or fall apart. From timing to profitability to the emotional side of letting go, they explore why owners often wait too long, how...
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LinkedIn: Four Quadrants Advisory]]>1134accounting,associate,dds,dentist,dentistry,endodontics,finance,investing,investments,management,money,orthodontics,periodontics,planning,practice,retirement,stocks,taxes,transitions,wealthfalse109fullThe Hidden Struggles Behind ‘Successful’ Dental Practiceshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/hidden-struggles-behind-successful-dental-practices
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/48928061Wed, 02 Mar 2022 20:35:49 +0000Four Quadrants AdvisoryCasey and Jarrod sit down with Christopher Howard, a seasoned voice in dental consulting and education, to explore the gap between how a practice looks from the outside and what’s really happening behind the scenes. With 15+ years in the field,...
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LinkedIn: Four Quadrants Advisory]]>950accountant,accounting,business,dentist,dentistry,finance,finances,income,investing,millionaire,overhead,plan,planner,planning,retire,retirement,savings,specialist,tax,taxesfalse108fullTrading Control for Clarity: Why Brent Hired a CFOhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/trading-control-for-clarity-why-brent-hired-cfo
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/48834936Tue, 22 Feb 2022 20:22:23 +0000Four Quadrants AdvisoryCasey 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 making a change transformed both his clarity and his practice. Dr. Habecker explains how unclear...
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LinkedIn: Four Quadrants Advisory]]>1181accounting,business,cash,consulting,dentist,dentistry,finance,financial,flow,investing,investments,millionaire,money,planning,retire,retirement,savings,taxesfalse107fullA Younger Owner’s Take on Dentistry’s New Landscapehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/younger-owners-take-on-dentistry-new-landscape
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/48771433Thu, 17 Feb 2022 15:07:45 +0000Four Quadrants AdvisoryCasey and Jarrod sit down with Dr. Brent Habecker, a highly successful young practice owner from Michigan, to talk honestly about how dentistry is changing for the next generation. From shifting attitudes around practice ownership to the rise of...
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LinkedIn: Four Quadrants Advisory]]>772accounting,business,consulting,dentist,dentistry,endo,finance,investing,investments,money,ortho,planning,retire,retirement,taxesfalse106fullWhat Dentists Need to Know About 2022 COLA Changeshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/what-dentists-need-to-know-about-2022-cola-changes
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/48674761Thu, 10 Feb 2022 16:07:11 +0000Four Quadrants AdvisoryIt’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 Cost-of-Living Adjustments (COLA) that impact retirement contributions, employer matches, and Social Security...
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LinkedIn: Four Quadrants Advisory]]>716accounting,business,consulting,dentist,dentistry,finance,investing,investments,millioniare,money,planning,retire,retirement,taxesfalse105fullThe 7 Silent Struggles of Practice Ownershiphttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/7-silent-struggles-of-practice-ownership
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/48557503Wed, 02 Feb 2022 15:08:11 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod dig into the seven uncomfortable realities most practice owners refuse to say out loud. From income that doesn’t match the workload to the quiet fear of under-saving for retirement, they unpack the thoughts dentists...
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LinkedIn: Four Quadrants Advisory]]>833accounting,admit,cashflow,denistry,dentist,earning,finance,financial,investing,investments,money,owner,planner,planning,practice,problems,retirement,savings,stress,taxesfalse104full7 Signs It’s Time to Upgrade Your External Teamhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/7-signs-time-to-upgrade-your-external-team
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/48466269Thu, 27 Jan 2022 12:59:43 +0000Four Quadrants AdvisoryIn 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 back. Inspired by classic Jeff Foxworthy setups, they break down seven clear indicators—like low income,...
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LinkedIn: Four Quadrants Advisory]]>742accounting,business,consulting,dental,dentist,dentistry,finance,investing,investments,millionaire,money,planner,planning,practice,quadrants,retire,retirement,retiring,tax,taxesfalse103fullFuture Pain: The Problems You Ignore Until It’s Too Latehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/future-pain-problems-you-ignore-until-too-late
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/48363844Wed, 19 Jan 2022 15:28:41 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod tackle a topic most practice owners prefer to avoid: future pain. They explore the difference between today’s frustrations—like taxes, overhead, or staffing—and the bigger, slower-building issues that quietly grow in...
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LinkedIn: Four Quadrants Advisory]]>708accounting,business,dental,dentistry,dentst,finance,financial,future,investing,investments,millionaire,money,pain,planning,points,practice,retirement,retiring,savings,taxesfalse102fullThe Hidden Tax Credit Dentists Are Missing Out Onhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/hidden-tax-credit-dentists-are-missing-out-on
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/48281298Thu, 13 Jan 2022 14:46:09 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod sit down with Steve Levy, CPA & JD, to unpack one of the most overlooked opportunities for practice owners: the Research Tax Credit. Steve breaks down what it actually is, who qualifies (spoiler: far more people...
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LinkedIn: Four Quadrants Advisory]]>1110accounting,cpa,credit,dentist,dentistry,finance,investing,investments,millioniare,planning,retirement,tax,taxesfalse101fullWhy Boring Wins: The Surprising Path to Practice Successhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-boring-wins-surprising-path-to-practice-success
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/48190314Thu, 06 Jan 2022 14:27:11 +0000Four Quadrants AdvisoryIn this milestone 100th episode, Casey and Jarrod explore why the most predictable, routine, and “boring” approach to running a dental practice is often the most powerful. From financial planning to expansion decisions, they break down why consistency...
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LinkedIn: Four Quadrants Advisory]]>686accountant,accounting,boring,dentisrty,dentist,finance,investing,investment,millionaire,money,planning,practice,retirement,sexy,stocks,taxesfalse100fullYear-End 2021: Tax Moves Every Practice Owner Should Knowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/year-end-2021-tax-moves-every-practice-owner-should-know
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/47950192Thu, 16 Dec 2021 18:58:41 +0000Four Quadrants AdvisoryIn this timely year-end episode, Casey and Jarrod sit down with Stevy Levey, CPA & JD, to break down the key tax strategies practice owners should be thinking about before the calendar resets. From upcoming rate changes to smart retirement...
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LinkedIn: Four Quadrants Advisory]]>933accounting,advice,business,cash,dental,dentist,dentistry,dentists,earnings,finance,flow,investing,investments,money,planning,retirement,savings,tax,taxesfalse99fullBreaking Barriers: The Mindset Keeping You From Real Successhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/breaking-barriers-mindset-keeping-you-from-real-success
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/47836461Wed, 08 Dec 2021 13:02:04 +0000Four Quadrants AdvisoryIn this reflective end-of-year episode, Casey and Jarrod dig into the internal roadblocks that quietly hold people back from the success they say they want. From fear—both real and imagined—to the subtle “devil’s tongue” of self-doubt, they unpack the...
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LinkedIn: Four Quadrants Advisory]]>1032accounting,cpa,dentist,dentistry,earn,fear,finance,help,investing,investments,millionaire,money,planning,practice,retirement,retiring,save,taxesfalse98fullBehind the Scenes: The Spouses’ Take on Life With Four Quadrantshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/behind-the-scenes-spouses-take-life-with-four-quadrants
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/47720069Tue, 30 Nov 2021 13:44:59 +0000Four Quadrants AdvisoryIn this special episode, Casey sits down with Mollie and Cheri—the spouses of two highly successful practice-owning dentists—to talk candidly about what life was really like before and after partnering with Four Quadrants Advisory. They share the...
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LinkedIn: Four Quadrants Advisory]]>1523accounting,advice,business,dental,dentist,finance,information,investing,owner,planning,practice,retire,retirement,spouse,taxesfalse97fullCoaching, Change, and Dentistry: Why Guidance Mattershttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/coaching-change-dentistry-why-guidance-matters
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/47524305Wed, 17 Nov 2021 18:37:38 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod explore how real change—whether in fitness or in running a dental practice—doesn’t come from simply “trying harder.” Most people already know the basics of improvement, but knowing and doing are two very different...
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LinkedIn: Four Quadrants Advisory]]>880accounting,cash,dental,dentist,dentistry,finance,fitness,flow,investing,investments,millionaire,owner,planner,planning,practice,retirement,retiring,tax,taxesfalse96fullWhy Inflation Spiked: What’s Really Driving Prices Up?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-inflation-spiked-driving-prices-up
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/47425367Thu, 11 Nov 2021 13:19:11 +0000Four Quadrants AdvisoryCasey 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 supply chain breakdowns to fuel shortages and rapid money printing, they connect the dots behind the...
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LinkedIn: Four Quadrants Advisory]]>657accounting,advice,cash,chain,dental,dentist,dentistry,finance,flow,interest,investments,money,planning,rate,retirement,supply,tax,taxesfalse95fullS-Corp Secrets: What Practice Owners Miss About Taxes & Benefitshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/s-corp-secrets-what-practice-owners-miss-about-taxes-benefits
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/47291113Wed, 03 Nov 2021 13:03:41 +0000Four Quadrants AdvisoryCasey sits down with Steve “Pipes” Levy, CPA, to unpack what practice owners really need to know about operating as an S-Corp. From how owners are taxed to what actually qualifies as a benefit, they break down the rules most dentists never hear...
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LinkedIn: Four Quadrants Advisory]]>958accountant,accounting,achieve,corp,corporation,dentist,dentistry,finance,finances,invest,investing,plan,planner,planning,retire,retirementfalse94fullThe Unexpected Rewards of the Four Quadrants Pathhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/unexpected-rewards-of-four-quadrants-path
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/47183040Wed, 27 Oct 2021 15:27:23 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod dive into the surprising benefits clients experience once they begin the Four Quadrants journey, benefits that go far deeper than income or retirement projections. From healthier relationships to reduced stress and...
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LinkedIn: Four Quadrants Advisory]]>787accounting,business,cash,dental,dentist,dentistry,finance,financial,flow,investing,investments,money,owner,plan,planning,retire,retirement,surgeon,tax,taxesfalse93fullShould You Drop Insurance Plans? The Real Impact on Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/should-you-drop-insurance-plans-the-real-impact-on-your-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/47078512Thu, 21 Oct 2021 11:33:08 +0000Four Quadrants AdvisoryStacy Phillips, CFP®, joins Casey and Jarrod to break down one of the most anxiety-inducing decisions for practice owners: whether to stay in-network or step away from certain insurance plans. They dig into the “vicious insurance cycle,” why many...
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LinkedIn: Four Quadrants Advisory]]>949accounting,cash,dental,dentist,dentistry,finance,financial,flow,insurance,investing,millionaire,money,owner,plan,planning,practice,retirement,tax,taxesfalse92fullStop the Revolving Door: Why Retention Beats More Patientshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/stop-the-revolving-door-why-retention-beats-more-patients
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/46864797Thu, 14 Oct 2021 14:35:15 +0000Four Quadrants AdvisoryCasey and Jarrod dig into a trap many dentists fall into: chasing “more patients” without fixing the issues that drive existing ones away. From poor case acceptance to cultural breakdowns, they explore the real reasons practices leak patients, and why...
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LinkedIn: Four Quadrants Advisory]]>776accounting,business,cash,constulting,dental,dentist,dentistry,finance,flow,investing,investment,marketing,patient,planning,retention,retire,retirement,taxesfalse91fullHHS Phase 4: What Dentists Must Know Before Time Runs Outhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/hhs-phase-4-dentists-must-know-before-time-runs-out
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/46848379Wed, 06 Oct 2021 13:11:57 +0000Four Quadrants AdvisorySteve Levy, CPA, joins Casey and Jarrod to break down what practice owners need to know about the latest HHS Phase 4 distribution—who qualifies, how to apply, and why the deadline matters. From revenue comparisons to the mysterious “rural bonus,” they...
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LinkedIn: Four Quadrants Advisory]]>9094,dental,dentist,dentistry,distribution,finance,health,hhs,human,income,investing,investment,overhead,owner,planning,retire,retirement,round,savings,taxesfalse90fullWhy Elite Golfers Win Big—and What Dentists Must Learn From Themhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/elite-golfers-win-big-what-dentists-must-learn-from-them
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/46743506Wed, 29 Sep 2021 15:25:08 +0000Four Quadrants AdvisoryCasey and Jarrod break down the surprising connection between the Ryder Cup and the business side of dentistry: even the most elite golfers in the world don’t win alone. From swing coaches to physical therapists to mental-game specialists, top...
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LinkedIn: Four Quadrants Advisory]]>709accounting,business,dentist,dentistry,finance,firm,income,investing,investments,overhead,plan,planning,retire,retirement,savings,tax,taxesfalse89fullYour Practice Lineup: What Fantasy Football Teaches Dentistshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/your-practice-lineup-what-fantasy-football-teaches-dentists
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/46635972Wed, 22 Sep 2021 14:25:16 +0000Four Quadrants AdvisoryIn this episode, Casey, Jarrod, and special guest Stacy Phillips, CFP®, draw surprising parallels between running a fantasy football team and running a dental practice. From setting the right “lineup” to preparing for unexpected injuries—or staff...
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LinkedIn: Four Quadrants Advisory]]>852accounting,business,cash,dental,dentist,dentistry,dmd,fantasy,finance,flow,football,investing,investments,planning,practice,retirement,savings,specialist,tax,taxesfalse88fullThe Questions Every Dentist Must Ask Before It’s Too Latehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/questions-every-dentist-must-ask-before-too-late
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/46535979Wed, 15 Sep 2021 17:22:28 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod uncover the key questions every practice owner should be asking, but often never does. From retirement readiness to income benchmarks and operational blind spots, they break down the core areas where dentists lose...
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LinkedIn: Four Quadrants Advisory]]>654accounting,advice,business,cash,consulting,dental,dentist,dentistry,finance,flow,income,investing,investments,owner,planning,practice,retirement,savings,taxesfalse87fullFrom Dream to Reality: How Dentists’ Views Change Over Timehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/dream-to-reality-how-dentists-views-change-over-time
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/46427623Wed, 08 Sep 2021 11:48:35 +0000Four Quadrants AdvisoryCasey and Jarrod explore how the perception of dentistry shifts from the hopeful days of dental school to the demanding realities of practice ownership. From dreams of freedom, flexibility, and purpose to the pressures of insurance, overhead, and...
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LinkedIn: Four Quadrants Advisory]]>801accounting,business,cash,consulting,dental,dentist,dentistry,finance,financial,flow,investing,investments,millionaire,owner,planning,practice,retire,retirement,specialist,taxesfalse86fullThe Hidden Aches Killing Dental Practices And How to Fix Themhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/hidden-aches-killing-dental-practices-how-to-fix-them
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/46234563Wed, 25 Aug 2021 15:54:39 +0000Four Quadrants AdvisoryCasey and Jarrod dig into the silent “toothaches” plaguing dental practices, cash-flow issues, overhead problems, income instability, and financial blind spots that only get worse when ignored. Using a clinical analogy every dentist will relate to,...
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LinkedIn: Four Quadrants Advisory]]>900accounting,dental,dentist,dentistry,earnings,finance,financial,income,investing,investments,owner,planning,practice,retire,retirement,savings,taxesfalse85fullPPP, HHS, ERC & EIDL: What Dentists Must Know Nowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/ppp-hhs-erc-eidl-what-dentists-must-know-now
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/46141473Wed, 18 Aug 2021 12:41:19 +0000Four Quadrants AdvisoryCasey and Jarrod are joined by Four Quadrants CPA and resident “Pipes” himself, Steve Levy, to break down the constantly shifting world of PPP, HHS provider relief, ERC, and EIDL. From forgiveness timelines to reporting deadlines, Steve explains what...
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LinkedIn: Four Quadrants Advisory]]>1066accountant,accounting,cash,consulting,dental,dentist,dentistry,eidl,erc,finance,flow,hhs,investing,investments,owner,planning,ppp,practice,retirement,taxesfalse84fullEBITDA Explained: The Buzzword Dentists Keep Misusinghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/ebitda-explained-buzzword-dentists-keep-misusing
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/46066927Thu, 12 Aug 2021 12:08:11 +0000Four Quadrants AdvisoryEBITDA is everywhere in dentistry right now, but most practice owners only know it as “that thing DSOs talk about.” In this episode, Casey and Jarrod break down what EBITDA actually is, why corporate groups care about it, and how chasing multiples or...
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LinkedIn: Four Quadrants Advisory]]>763accountant,accounting,cash,consulting,dental,dentist,dentistry,earning,ebitda,finance,flow,income,millionaire,overhead,owner,planning,practice,retirement,taxesfalse83fullThe 3 Stressors That Break Dentists and How to Beat Themhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/three-stressors-break-dentists-how-to-beat-them
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/45978610Thu, 05 Aug 2021 12:17:24 +0000Four Quadrants AdvisoryIn this episode, Casey and Jarrod sit down with Toby Hampp and John Malone to reveal the three biggest stressors quietly crushing dentists today: shaky cash flow, paycheck-to-paycheck living, and uncertainty around retirement. With real stories,...
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LinkedIn: Four Quadrants Advisory]]>871accounting,business,cash,consulting,dds,dental,dentist,dentistry,destists,finance,flow,investing,investments,owner,planning,practice,retirement,stress,stressors,taxesfalse82fullGreat Hands, Lost Dollars: Why Dentists Leak Moneyhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/great-hands-lost-dollars-why-dentists-leak-money
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/45873238Wed, 28 Jul 2021 13:43:20 +0000Four Quadrants AdvisoryDentists are highly skilled with their hands, but when it comes to managing money, many watch thousands slip away without even realizing it. In this episode, Casey and Jarrod welcome Four Quadrants Representative Toby Hampp to explore why financially...
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LinkedIn: Four Quadrants Advisory]]>902accounting,cash,dental,dentist,dentistry,earnings,finance,flow,income,investing,lose,money,overhead,owner,planning,practice,retirement,taxesfalse81fullInside Dental Conventions: Energy, Comebacks & Big Takeawayshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/inside-dental-conventions-energy-comebacks-big-takeaways
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/45785194Wed, 21 Jul 2021 12:51:42 +0000Four Quadrants AdvisoryIn this lively episode, Casey and Jarrod pull back the curtain on the fast-returning world of dental conventions. From packed lecture halls to buzzing exhibit floors, they share firsthand stories of the excitement, relief, and genuine joy spreading...
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LinkedIn: Four Quadrants Advisory]]>823accounting,cash,consutling,dental,dentist,dentistry,education,finance,flow,investing,investments,owner,planning,practice,retirement,speaking,state,taxesfalse80fullAre You Paying Yourself Wrong? The Dentist Salary Mistakehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/paying-yourself-wrong-dentist-salary-mistake
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/45693544Wed, 14 Jul 2021 13:59:28 +0000Four Quadrants AdvisoryMost practice owners think they’re paying themselves “about right”… until they find out they’re leaving tens of thousands on the table. In this episode, Casey, Jarrod, and Senior Tax Accountant Colt Smith break down why so many dentists have chaotic,...
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LinkedIn: Four Quadrants Advisory]]>967accounting,advice,cash,dental,dentist,dentistry,finance,financial,flow,investing,investments,millionaire,owner,planning,practice,retirement,salary,taxesfalse79fullEscaping the Insurance Trap: Your Path to True Profitabilityhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/escaping-insurance-trap-path-to-true-profitability
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/45611698Wed, 07 Jul 2021 12:00:16 +0000Four Quadrants AdvisoryInsurance participation can feel like a necessary evil, but for many dentists, it quietly becomes a trap that steals time, profit, and sanity. In this episode, COO and Head Analyst Brogan Baxter joins Casey and Jarrod to dig into how dentists get...
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LinkedIn: Four Quadrants Advisory]]>1113accounting,cash,dental,dentist,dentistry,earnings,fees,finance,flow,insurance,investing,investments,owner,personal,plan,planning,ppo,practice,retirement,taxesfalse78fullWhen to Fire a Patient: Protecting Your Practice & Your Sanityhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/fire-patient-protecting-practice
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/45411979Wed, 23 Jun 2021 14:46:03 +0000Four Quadrants AdvisoryEvery practice has that patient, the one who drains your time, your team, and your energy the second their name hits the schedule. In this episode, Casey Hiers and Jarrod Bridgeman sit down with Toby Hampp to explore the real reasons dentists should...
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LinkedIn: Four Quadrants Advisory]]>830accounting,consulting,dentist,dentistry,finance,fire,millionare,patient,planning,practice,retirment,taxesfalse77fullThe Emotional Side of Buying & Selling a Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/emotional-side-buying-selling-dental-practice
From understanding practice culture and staff dynamics to navigating leases, overhead, and the realities of buying in, Casey and Jarrod offer grounded advice to help dentists make smarter, calmer decisions. Whether you're preparing to purchase your first practice or planning your exit, this conversation gives you the clarity and emotional resilience needed to make the transition with confidence.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/45247413Thu, 17 Jun 2021 14:18:42 +0000Four Quadrants AdvisoryBuying or selling a dental practice isn’t just a major financial move, it’s an emotional rollercoaster. In this episode, Casey Hiers and Jarrod Bridgeman break down the stress, uncertainty, and hidden pressures that come with transitions. They explore...
From understanding practice culture and staff dynamics to navigating leases, overhead, and the realities of buying in, Casey and Jarrod offer grounded advice to help dentists make smarter, calmer decisions. Whether you're preparing to purchase your first practice or planning your exit, this conversation gives you the clarity and emotional resilience needed to make the transition with confidence.

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LinkedIn: Four Quadrants Advisory]]>1041accounting,business,cash,dds,dental,dentist,finances,financial,flow,insurance,investing,investments,owner,planning,practice,retirement,savings,specialist,taxes,transitionsfalse76fullFix the Foundation First: What Dentists Miss About Cash Flowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/fix-foundation-first-what-dentists-miss-about-cash-flow
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/45229828Wed, 09 Jun 2021 13:53:43 +0000Four Quadrants AdvisoryCasey Hiers and Jarrod Bridgeman sit down with CFP® Stacy Phillips to break down the true hierarchy of financial needs inside a dental practice and why most dentists focus on the wrong things first. From the stress of debt to the daily chaos of...
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LinkedIn: Four Quadrants Advisory]]>952accounting,advice,business,cash,dental,dentist,dentistry,earnings,fianancial,finance,flow,income,overhead,owner,plan,planning,practice,retirement,specialist,taxesfalse75fullWhy Dentists Chase Growth and What They’re Really Afterhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-dentists-chase-growth-what-really-after

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/45123862Tue, 01 Jun 2021 16:17:36 +0000Four Quadrants AdvisoryIn this thought-provoking episode, Casey Hiers and Jarrod Bridgeman explore the deeper reasons behind every dentist’s drive to grow. Is it about money, status, or something more personal? They unpack the psychology behind expansion — revealing why...

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LinkedIn: Four Quadrants Advisory]]>848accounting,advising,advisor,business,dental,dentist,fiance,finance,growth,millionaire,money,owner,planning,practice,retirement,specialist,taxesfalse74fullStop Getting Weak Advice: Why Your Team Won’t Tell You the Truthhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/stop-getting-weak-advice-why-team-wont-tell-truth
Through candid stories and sharp analogies (including one unforgettable jacket stain), Casey and Jarrod break down how to spot self-serving guidance — and why strong, honest advice is the only kind worth paying for. If your team won’t tell you you’ve got food in your teeth, it might be time to find one that will.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/44911143Wed, 19 May 2021 14:58:28 +0000Four Quadrants AdvisoryWhen was the last time you asked for real advice — and got a sugar-coated, half-answer instead? In this no-filter episode, Casey Hiers and Jarrod Bridgeman call out the “chickensh*t advice” too many dentists get from their so-called advisory teams....
Through candid stories and sharp analogies (including one unforgettable jacket stain), Casey and Jarrod break down how to spot self-serving guidance — and why strong, honest advice is the only kind worth paying for. If your team won’t tell you you’ve got food in your teeth, it might be time to find one that will.

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LinkedIn: Four Quadrants Advisory]]>957accounting,advice,business,cash,consulting,dds,dental,dentist,dentistry,finance,flow,millionaire,owner,planning,practice,retirement,specialist,tax,taxesfalse73fullPreparing for the Next Big Thing: Lessons From Hard Timeshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/preparing-for-next-big-thing-lessons-from-hard-times
With humor and hard-earned insight, the hosts discuss how to turn past obstacles into future armor. From managing volatility to protecting your income and retirement, this episode reminds listeners that success isn’t just about surviving the storm — it’s about using it to build a stronger, smarter practice for whatever comes next.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/44771030Wed, 12 May 2021 13:13:37 +0000Four Quadrants AdvisoryAfter 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 big thing. They explore how challenges like shutdowns, staffing struggles, and financial uncertainty...
With humor and hard-earned insight, the hosts discuss how to turn past obstacles into future armor. From managing volatility to protecting your income and retirement, this episode reminds listeners that success isn’t just about surviving the storm — it’s about using it to build a stronger, smarter practice for whatever comes next.

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LinkedIn: Four Quadrants Advisory]]>843accounting,business,consulting,dentistry,dentists,finance,finances,income,investing,investment,overhead,planning,retirement,retirementplanning,specialists,tax,taxes,taxplanningfalse72fullUnlocking the Employee Retention Credit: What Dentists Need to Knowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/unlocking-employee-retention-credit-what-dentists-need-to-know
In this practical and eye-opening discussion, the trio explores how the ERC interacts with PPP loans, the common mistakes that could cost you eligibility, and what steps to take to claim it correctly. If you think you missed out or aren’t sure whether your practice qualifies, this episode could be worth thousands to you.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/44659751Thu, 06 May 2021 12:05:22 +0000Four Quadrants AdvisoryJoin Casey Hiers and Jarrod Bridgeman as they sit down with Steve Levy, CPA and JD at Four Quadrants Advisory, to demystify one of the most misunderstood financial opportunities for dental practice owners — the Employee Retention Credit (ERC). They...
In this practical and eye-opening discussion, the trio explores how the ERC interacts with PPP loans, the common mistakes that could cost you eligibility, and what steps to take to claim it correctly. If you think you missed out or aren’t sure whether your practice qualifies, this episode could be worth thousands to you.

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LinkedIn: Four Quadrants Advisory]]>875business,consulting,credit,dentist,dentistry,employee,finance,financial,income,investing,investment,overhead,plan,planning,retention,retirement,retiring,tax,taxesfalse71full3 Hidden Frustrations Every Dentist Faces and How to Fix Themhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/3-hidden-frustrations-dentist-faces-how-to-fix-them
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/44536251Wed, 28 Apr 2021 12:22:39 +0000Four Quadrants AdvisoryUncover the three biggest frustrations quietly draining practice owners — and how to finally get relief. From surprise tax bills and cash flow headaches to spouse burnout and looming retirement worries, they reveal what’s really behind the stress so...
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LinkedIn: Four Quadrants Advisory]]>835budget,cash,consult,cpa,dental,dentist,earnings,fianance,flow,income,millionaire,overhead,owner,planning,practice,retire,retirement,specialist,tax,taxesfalse70full4 Costly Mistakes Smart Dentists Make Without Realizing Ithttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/4-costly-mistakes-smart-dentists-make-without-realizing
With humor and hard truths, they reveal how emotion-driven decisions can crush cash flow, increase stress, and stall financial progress. If you’ve ever thought that more practices, bigger buildings, or new associates automatically mean more success, this episode will challenge your thinking, and help you avoid the traps that hold so many dentists back.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/44427143Wed, 21 Apr 2021 20:01:00 +0000Four Quadrants AdvisoryEven the most intelligent practice owners can make decisions that quietly sabotage their income and retirement goals. Casey Hiers and Jarrod Bridgeman break down four surprisingly common mistakes dentists make, from expanding too quickly to hiring too...
With humor and hard truths, they reveal how emotion-driven decisions can crush cash flow, increase stress, and stall financial progress. If you’ve ever thought that more practices, bigger buildings, or new associates automatically mean more success, this episode will challenge your thinking, and help you avoid the traps that hold so many dentists back.

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LinkedIn: Four Quadrants Advisory]]>948accounting,business,cash,consulting,dental,dentist,dentistry,dumb,flow,income,overhead,owner,practice,retire,retirement,savings,specialist,tax,taxes,thingsfalse69fullMindset Makeover: How Dentists Can Think Their Way to Successhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/mindset-makeover-dentists-think-their-way-to-success
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/44331564Wed, 14 Apr 2021 14:06:48 +0000Four Quadrants AdvisoryExplore the powerful link between mindset and success for dental practice owners. From overcoming fear of change to challenging old habits, they unpack how the psychology behind your decisions can make—or break—your financial growth and business...
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LinkedIn: Four Quadrants Advisory]]>814business,cash,consult,consulting,dental,dentist,dentists,fear,fears,flow,invest,investment,money,owner,practice,retire,retirement,save,tax,taxesfalse68fullSpring, Sunshine & Smarter Dentistry: A Fresh Start for 2021https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/spring-sunshine-smarter-dentistry-fresh-start-2021
The duo also explores why many practice owners are shifting focus from simply “producing more” to maximizing what they already have. Whether it’s lowering overhead, finding balance, or rediscovering purpose after a challenging year, this episode offers the motivation and mindset you need to make 2021 your most productive — and profitable — year yet.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/44241943Wed, 07 Apr 2021 15:29:47 +0000Four Quadrants AdvisoryWith warmer weather and renewed optimism in the air, Casey Hiers and Jarrod Bridgeman reflect on the first quarter of 2021 — a season of reopening, recharging, and rethinking how practice owners approach the business side of dentistry. From spring...
The duo also explores why many practice owners are shifting focus from simply “producing more” to maximizing what they already have. Whether it’s lowering overhead, finding balance, or rediscovering purpose after a challenging year, this episode offers the motivation and mindset you need to make 2021 your most productive — and profitable — year yet.

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LinkedIn: Four Quadrants Advisory]]>883401k,accounting,business,consulting,dental,dentist,dentistry,finance,income,millionaire,overhead,owner,planning,practice,retire,retirement,savings,specailist,tax,taxesfalse67fullRethinking Retirement: Why Saving More Starts Sooner Than You Thinkhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/rethinking-retirement-saving-more-starts-sooner-than-you-thinkInterested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/44133336Wed, 31 Mar 2021 17:45:48 +0000Four Quadrants AdvisoryHosts Casey Hiers and Jarrod Bridgeman sit down with Stacy Phillips, Certified Financial Planner™ and Analyst at Four Quadrants Advisory, to tackle one of dentistry’s most misunderstood topics — retirement planning. From IRAs and 401(k)s to profit...Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>1070accounting,advice,business,consulting,dental,dentist,dentists,help,income,investing,investment,owner,planning,practice,retire,retirement,savings,specialist,tax,taxesfalse66fullCut Costs, Keep Cash: The Truth About Dental Practice Overheadhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/cut-costs-keep-cash-truth-about-dental-practice-overhead
Discover the real benchmarks every dentist should know, how to track the right data, and what separates high-profit practices from those just treading water. If you’re ready to keep more of what you earn, this episode is your guide to cutting costs without cutting quality.
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/44048707Thu, 25 Mar 2021 15:11:01 +0000Four Quadrants AdvisoryHosts Casey Hiers and Jarrod Bridgeman sit down with Will Taylor, Financial Planner & Analyst at Four Quadrants Advisory, to reveal the hidden ways overhead drains profits in dental practices. From staffing costs to lab fees and equipment...
Discover the real benchmarks every dentist should know, how to track the right data, and what separates high-profit practices from those just treading water. If you’re ready to keep more of what you earn, this episode is your guide to cutting costs without cutting quality.
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LinkedIn: Four Quadrants Advisory]]>978business,consult,consulting,dental,dentist,finance,financial,investing,investments,lower,overhead,owner,planning,practice,retire,retirement,specialist,taxes,tips,tricksfalse65fullReactive vs. Proactive: The CPA Difference That Could Save Thousandshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/reactive-proactive-cpa-difference-could-save-practice-thousands
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/43933022Wed, 17 Mar 2021 13:26:19 +0000Four Quadrants AdvisoryUnpack what separates an average accountant from a truly proactive CPA. Steve explains why so many practice owners experience delayed books, tax surprises, and missed opportunities — and how working with a CPA who stays ahead of the numbers can...
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LinkedIn: Four Quadrants Advisory]]>1026accounting,business,cash,consulting,cpa,dds,dental,dentist,dentistry,dmd,finance,finances,flow,practice,proactive,reactive,retirement,specialist,tax,taxesfalse64fullMore Practices, More Problems: The Truth About Growthhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/more-practices-more-problems-truth-about-growth-dentistry
From social media pressure to “cheerleaders” in the industry encouraging risky growth, this episode exposes the hidden costs of chasing more instead of mastering what you already have. Whether you’re thinking about buying a second practice or simply want to make your current one more profitable, this discussion delivers the straight talk every dentist needs to hear before making their next big move.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/43826117Wed, 10 Mar 2021 14:22:17 +0000Four Quadrants AdvisoryHosts Casey Hiers and Jarrod Bridgeman sit down with Jason Smith, Founder and CEO of Four Quadrants Advisory, to challenge one of the biggest myths in dentistry — that owning multiple practices is the only path to real wealth and success. Jason pulls...
From social media pressure to “cheerleaders” in the industry encouraging risky growth, this episode exposes the hidden costs of chasing more instead of mastering what you already have. Whether you’re thinking about buying a second practice or simply want to make your current one more profitable, this discussion delivers the straight talk every dentist needs to hear before making their next big move.

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LinkedIn: Four Quadrants Advisory]]>1103accounting,advice,business,cash,consulting,dental,dentist,dso,expert,finance,flow,multiple,owner,planning,practice,retirement,specialist,taxesfalse63fullLease Landmines: How COVID Changed Dental Office Agreementshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/lease-landmines-covid-changed-dental-office-agreement-what-to-what-for-now
Whether you’re renewing your lease, expanding, or just trying to understand the fine print, this conversation is packed with must-know strategies for staying ahead in today’s changing real estate market. Don’t sign another lease — or make another payment — until you’ve heard this episode.
Learn more about the Cirrus Consulting Group

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/43703334Tue, 02 Mar 2021 14:31:19 +0000Four Quadrants Advisoryhost Casey Hiers sits down with Eric Pook, President of Cirrus Consulting Group, to uncover how the pandemic reshaped the dental leasing landscape — and what practice owners still need to look out for. From unexpected pitfalls hidden in lease...
Whether you’re renewing your lease, expanding, or just trying to understand the fine print, this conversation is packed with must-know strategies for staying ahead in today’s changing real estate market. Don’t sign another lease — or make another payment — until you’ve heard this episode.
Learn more about the Cirrus Consulting Group

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LinkedIn: Four Quadrants Advisory]]>1170accounting,advice,cash,consulting,dental,dentist,finacial,finances,flow,investing,investments,lease,leasing,money,office,personal,planning,practice,retirement,taxesfalse62fullThe Dual Role Dilemma: How Dentists Can Be CEO and Primary Producerhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/dual-role-dilemma-dentists-can-be-ceo-and-primary-producerBrogan Baxter, to tackle the biggest challenge for practice owners: The Dual Role Dilemma. Dentists must be both the chief executive and the primary producer, a conflict that leaves them at a distinct disadvantage compared to typical CEOs who focus solely on management.

The discussion centers on the failure of the "office manager solution." While an office manager is meant to be the owner's eyes and ears, they rarely take enough work off the dentist's plate. Brogan reveals that the key to success lies in implementing systems and consistent protocols for free-flowing information and proactive reporting.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/43623183Wed, 24 Feb 2021 21:02:30 +0000Four Quadrants AdvisoryCasey Hiers and co-host Jarrod Bridgeman are joined by special guest, COO and part-owner Brogan Baxter, to tackle the biggest challenge for practice owners: The Dual Role Dilemma. Dentists must be both the chief executive and the primary producer, a...Brogan Baxter, to tackle the biggest challenge for practice owners: The Dual Role Dilemma. Dentists must be both the chief executive and the primary producer, a conflict that leaves them at a distinct disadvantage compared to typical CEOs who focus solely on management.

The discussion centers on the failure of the "office manager solution." While an office manager is meant to be the owner's eyes and ears, they rarely take enough work off the dentist's plate. Brogan reveals that the key to success lies in implementing systems and consistent protocols for free-flowing information and proactive reporting.

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LinkedIn: Four Quadrants Advisory]]>1351accounting,cash,dds,dental,dentist,dentistry,dmd,finance,financial,flow,investing,investments,leader,leadership,owner,planning,practice,retirement,tax,taxesfalse61fullMore Than Cotton Balls: How to Leverage Your Dental Supply Repshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/how-to-effectively-leverage-your-dental-supply-repsdental supply representatives? Casey and Jarrod sit down with John Malone, a former dental supply rep with a decade of experience, to unpack this often-overlooked area of practice management.

John defines what falls under the umbrella of "dental supplies" and reveals how many physical reps a practice typically interacts with. Learn why building strong relationships with your reps is crucial and how you can leverage their knowledge and resources to drive real benefits for your practice operations and bottom line.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/43527314Thu, 18 Feb 2021 15:03:59 +0000Four Quadrants AdvisoryAre you getting the most out of your relationships with your dental supply representatives? Casey and Jarrod sit down with John Malone, a former dental supply rep with a decade of experience, to unpack this often-overlooked area of practice...dental supply representatives? Casey and Jarrod sit down with John Malone, a former dental supply rep with a decade of experience, to unpack this often-overlooked area of practice management.

John defines what falls under the umbrella of "dental supplies" and reveals how many physical reps a practice typically interacts with. Learn why building strong relationships with your reps is crucial and how you can leverage their knowledge and resources to drive real benefits for your practice operations and bottom line.

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LinkedIn: Four Quadrants Advisory]]>1217accounting,advice,cash,dds,dental,dentist,dentistry,dmd,finance,financial,flow,investments,millionaire,owner,planning,practice,retirement,supplier,supplies,taxesfalse60fullThe Big Game: Can Football Really Predict the Stock Market?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-big-game-indicator-can-football-predict-the-stock-marketBig NFL Game might be tied to the stock market's performance? Financial Planner and Analyst Will Taylor joins hosts Casey and Jarrod to tackle the fascinating, and yes, slightly tongue-in-cheek, Super Bowl Indicator.

They dive into the statistics behind this long-running correlation, specifically exploring why an NFC victory has historically been linked to more positive annual returns for the S&P 500. Is it a joke, or is there some surprising validity to the numbers? Listen now to find out if you should start rooting for a specific conference to boost your portfolio!

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/43384511Wed, 10 Feb 2021 14:02:47 +0000Four Quadrants AdvisoryDid 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 Casey and Jarrod to tackle the fascinating, and yes, slightly tongue-in-cheek, Super Bowl Indicator....Big NFL Game might be tied to the stock market's performance? Financial Planner and Analyst Will Taylor joins hosts Casey and Jarrod to tackle the fascinating, and yes, slightly tongue-in-cheek, Super Bowl Indicator.

They dive into the statistics behind this long-running correlation, specifically exploring why an NFC victory has historically been linked to more positive annual returns for the S&P 500. Is it a joke, or is there some surprising validity to the numbers? Listen now to find out if you should start rooting for a specific conference to boost your portfolio!

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>714accounting,advisor,big,dds,dental,dentist,dentistry,dmd,finance,football,game,investing,investments,market,owner,planning,practice,retirement,stock,taxesfalse59fullShort Sale vs. Short Squeeze: Explaining the GameStop Phenomenonhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/short-sale-vs-short-squeeze-explaining-the-gamestop-phenomenonlayman's terms.

Will starts with a crucial explanation of what a short sale is—borrowing a stock to bet on its price falling—and then clearly walks through how that mechanism led to the historic, Reddit-fueled short squeeze that rocked Wall Street. Tune in for an educational deep-dive into the market dynamics, hedge fund reactions, and what the wild volatility means for the individual investor.

Disclaimer: This episode is for educational purposes only and is not investment advice.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/43269775Wed, 03 Feb 2021 17:21:16 +0000Four Quadrants AdvisorySeeing terms like "Reddit," "short squeeze," and "AMC" everywhere but still confused? Hosts Casey Hiers and Jarrod Bridgeman sit down with Financial Planner and Analyst Will Taylor to break down the GameStop stock frenzy in layman's terms. Will...layman's terms.

Will starts with a crucial explanation of what a short sale is—borrowing a stock to bet on its price falling—and then clearly walks through how that mechanism led to the historic, Reddit-fueled short squeeze that rocked Wall Street. Tune in for an educational deep-dive into the market dynamics, hedge fund reactions, and what the wild volatility means for the individual investor.

Disclaimer: This episode is for educational purposes only and is not investment advice.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>905accounting,advice,cash,dental,dentist,dentistry,finance,flow,game,investing,investments,overhead,owner,planning,practice,retirement,squeeze,stocks,stop,taxesfalse58fullManaging the Financial Stress Keeping Practice Owners Awakehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/managing-the-financial-stress-keeping-practice-owners-awakeCasey Hiers and Jarrod Bridgeman as they dive into the unique stresses and struggles faced by dentists and specialists running a business today.

They tackle the sleepless-night concerns every owner deals with: cash flow, tax management, practice account balances, and asking, "Why isn't my hard work paying off?" The hosts discuss why stress is at an all-time high, even while trying to deliver great dentistry, and offer an initial conversation about potential solutions to help practice owners manage the financial load and focus on what they do best.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/43164058Thu, 28 Jan 2021 12:26:45 +0000Four Quadrants AdvisoryLife is stressful, but for a practice owner, the pressure is exponential. Join Casey Hiers and Jarrod Bridgeman as they dive into the unique stresses and struggles faced by dentists and specialists running a business today. They tackle the...Casey Hiers and Jarrod Bridgeman as they dive into the unique stresses and struggles faced by dentists and specialists running a business today.

They tackle the sleepless-night concerns every owner deals with: cash flow, tax management, practice account balances, and asking, "Why isn't my hard work paying off?" The hosts discuss why stress is at an all-time high, even while trying to deliver great dentistry, and offer an initial conversation about potential solutions to help practice owners manage the financial load and focus on what they do best.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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LinkedIn: Four Quadrants Advisory]]>737accounting,advice,cash,dds,dental,dentist,dentistry,dmd,flow,investing,millionaire,money,overhead,owner,planning,practice,retirement,stocks,stress,taxesfalse57fullEssential Do's and Don'ts of Dental Practice Marketinghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/essential-dos-and-donts-of-dental-practice-marketingCasey Hiers and Jarrod Bridgeman as they pull back the curtain on dental practice marketing.

In this essential episode, they share their expert tips and tricks for attracting more patients and growing your business. Whether you’re a seasoned practitioner looking to sharpen your strategy or just starting out, you’ll get the valuable insights you need to navigate the competitive world of dental marketing. Stop guessing and start growing!

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/43026750Wed, 20 Jan 2021 13:44:02 +0000Four Quadrants AdvisoryReady to fill your appointment book? Join hosts Casey Hiers and Jarrod Bridgeman as they pull back the curtain on dental practice marketing. In this essential episode, they share their expert tips and tricks for attracting more patients and growing...Casey Hiers and Jarrod Bridgeman as they pull back the curtain on dental practice marketing.

In this essential episode, they share their expert tips and tricks for attracting more patients and growing your business. Whether you’re a seasoned practitioner looking to sharpen your strategy or just starting out, you’ll get the valuable insights you need to navigate the competitive world of dental marketing. Stop guessing and start growing!

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>968accounting,advice,cash,cpa,dds,dental,dentist,dentistry,digital,dmd,finance,flow,investing,investments,marketing,online,patients,planning,retirement,taxesfalse56fullThe Overachiever's Blind Spot: When to Get Help for Your Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/the-overachievers-blind-spot-when-to-get-helpCasey Hiers and Jarrod Bridgeman welcome COO and Analyst Brogan Baxter to discuss a critical issue facing high-achieving dental practice owners: the importance of knowing when you don't know enough.

Dentists are serial overachievers—valedictorians and top-of-class professionals—whose pride in their clinical craft can sometimes prevent them from seeking help in other vital areas. Hear why delaying outreach only makes problems worse, and learn how recognizing your blind spots is the crucial first step toward making significant, positive changes in your practice.

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/42917850Wed, 13 Jan 2021 16:02:52 +0000Four Quadrants AdvisoryCasey Hiers and Jarrod Bridgeman welcome COO and Analyst Brogan Baxter to discuss a critical issue facing high-achieving dental practice owners: the importance of knowing when you don't know enough. Dentists are serial overachievers—valedictorians...Casey Hiers and Jarrod Bridgeman welcome COO and Analyst Brogan Baxter to discuss a critical issue facing high-achieving dental practice owners: the importance of knowing when you don't know enough.

Dentists are serial overachievers—valedictorians and top-of-class professionals—whose pride in their clinical craft can sometimes prevent them from seeking help in other vital areas. Hear why delaying outreach only makes problems worse, and learn how recognizing your blind spots is the crucial first step toward making significant, positive changes in your practice.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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LinkedIn: Four Quadrants Advisory]]>885accounting,advice,cash,dds,dental,dentist,dentistry,dmd,experts,finance,financial,flow,investing,investments,overhead,planning,retirement,taxesfalse55fullForecasting 'Normal': What Dental Practice Owners Can Expect in 2021https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/forecasting-normal-dental-practice-owners-2021Casey Hiers and Jarrod Bridgeman welcome Chief Operating Officer and Analyst Brogan Baxter to look ahead at 2021. After navigating a challenging 2020, every dental practice owner is asking the million-dollar question: When will things get back to normal?

Brogan shares his forecast, suggesting that the back half of 2021 is when most experts expect a return to normalcy. While practices were largely resilient in 2020—bouncing back quickly after closures thanks to government funding—Brogan warns that this financial cushion won't be there in 2021.

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/42803373Tue, 05 Jan 2021 20:27:29 +0000Four Quadrants AdvisoryCasey Hiers and Jarrod Bridgeman welcome Chief Operating Officer and Analyst Brogan Baxter to look ahead at 2021. After navigating a challenging 2020, every dental practice owner is asking the million-dollar question: When will things get back to...Casey Hiers and Jarrod Bridgeman welcome Chief Operating Officer and Analyst Brogan Baxter to look ahead at 2021. After navigating a challenging 2020, every dental practice owner is asking the million-dollar question: When will things get back to normal?

Brogan shares his forecast, suggesting that the back half of 2021 is when most experts expect a return to normalcy. While practices were largely resilient in 2020—bouncing back quickly after closures thanks to government funding—Brogan warns that this financial cushion won't be there in 2021.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>783accounting,advice,cash,consulting,dds,dental,dentist,dentistry,dmd,finance,financial,flow,market,millionaire,overhead,planning,retire,retirement,stocks,taxesfalse54full2020: The Year That Uncovered the Cracks in Your Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/2020-year-uncovered-the-cracks-in-your-dental-practiceJarrod Bridgeman joins Casey Hiers to reflect on the profound impact of 2020 on both their personal lives and the broader world. For dental practice owners, the past year has been a wake-up call.

Casey shares his perspective on how the production focus that historically "solved" financial issues has, in fact, been covering up a serious problem: a fundamental lack of solid systems and processes within the practice. Tune in for a candid discussion on fighting fear, managing anxiety, and why the events of 2020 exposed the critical need for better systems in every dental office.

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/42485123Mon, 14 Dec 2020 19:15:49 +0000Four Quadrants AdvisoryNew co-host Jarrod Bridgeman joins Casey Hiers to reflect on the profound impact of 2020 on both their personal lives and the broader world. For dental practice owners, the past year has been a wake-up call. Casey shares his perspective on how the...Jarrod Bridgeman joins Casey Hiers to reflect on the profound impact of 2020 on both their personal lives and the broader world. For dental practice owners, the past year has been a wake-up call.

Casey shares his perspective on how the production focus that historically "solved" financial issues has, in fact, been covering up a serious problem: a fundamental lack of solid systems and processes within the practice. Tune in for a candid discussion on fighting fear, managing anxiety, and why the events of 2020 exposed the critical need for better systems in every dental office.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>8182020,accounting,cash,cpa,dds,dentist,dentistry,dentists,finance,financial,flow,income,investing,investment,overhead,planning,retire,retirement,tax,taxesfalse53fullPPP Forgiveness: What You Need to Know on Loans Under $150Khttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/ppp-forgiveness-what-your-dental-practice-needs-to-knowSteve Levy joins Casey Hiers to provide the most current information on Paycheck Protection Program (PPP) loan forgiveness. With the forgiveness process opening up at banks and a legislative stall in the Senate, many borrowers are wondering how to proceed.

The discussion covers the specific requirements needed to qualify for the "easy form," such as maintaining employee and salary levels, and explains the impact of the House-passed bill that stalled in the Senate. Finally, you'll learn about the general forgiveness application process, including why your bank is directing you to a specific online portal.

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/42396220Wed, 09 Dec 2020 13:28:09 +0000Four Quadrants AdvisoryCPA and Attorney Steve Levy joins Casey Hiers to provide the most current information on Paycheck Protection Program (PPP) loan forgiveness. With the forgiveness process opening up at banks and a legislative stall in the Senate, many borrowers are...Steve Levy joins Casey Hiers to provide the most current information on Paycheck Protection Program (PPP) loan forgiveness. With the forgiveness process opening up at banks and a legislative stall in the Senate, many borrowers are wondering how to proceed.

The discussion covers the specific requirements needed to qualify for the "easy form," such as maintaining employee and salary levels, and explains the impact of the House-passed bill that stalled in the Senate. Finally, you'll learn about the general forgiveness application process, including why your bank is directing you to a specific online portal.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>913accounting,cash,dental,dentist,finance,financial,flow,forgiveness,income,investing,money,owner,planning,ppp,practice,retire,retirement,specialist,tax,taxesfalse52fullTiming is Everything: Is Your Financial House Ready for Real Estate Investment?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/is-your-financial-house-ready-for-real-estate-investmentreal estate investment? Don't make a move until you listen to this! Host Casey Hiers and Dental Financial Planner Stacy Phillips dive into the crucial, yet often overlooked, aspect of timing in real estate. Stacy lays out the essential prerequisites for a smart investment, beginning with a hard look at your current financial health.

They discuss key questions you need to answer before committing: Is your financial house in order? How is your personal and business cash flow? Are you maximizing your annual savings? Learn what liquid assets you should have on hand and the specific characteristics that indicate you're truly ready to enter the real estate sector.

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/42280726Wed, 02 Dec 2020 16:41:30 +0000Four Quadrants AdvisoryThinking about jumping into real estate investment? Don't make a move until you listen to this! Host Casey Hiers and Dental Financial Planner Stacy Phillips dive into the crucial, yet often overlooked, aspect of timing in real estate. Stacy lays out...real estate investment? Don't make a move until you listen to this! Host Casey Hiers and Dental Financial Planner Stacy Phillips dive into the crucial, yet often overlooked, aspect of timing in real estate. Stacy lays out the essential prerequisites for a smart investment, beginning with a hard look at your current financial health.

They discuss key questions you need to answer before committing: Is your financial house in order? How is your personal and business cash flow? Are you maximizing your annual savings? Learn what liquid assets you should have on hand and the specific characteristics that indicate you're truly ready to enter the real estate sector.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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LinkedIn: Four Quadrants Advisory]]>1146accounting,cash,dds,dental,dentist,dentistry,dmd,estate,flow,invest,investing,investments,overhead,owner,planning,practice,real,retire,retirement,taxesfalse51fullMaximize Your Money: 2021 IRS Retirement Contribution Limits for Dentistshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/2021-irs-retirement-contribution-limits-for-dentistsStacy Phillips to break down the crucial changes to IRS contribution limits for retirement plans in 2021.

They detail how these limits can directly affect you and your dental practice. Stacy explains one of the most important financial moves for a business owner: maximizing pre-tax savings. Learn how maximizing your pre-tax contributions can not only build your retirement nest egg but also immediately lower your taxable income for the year, helping you pay less in taxes now.

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/42039250Wed, 18 Nov 2020 15:48:53 +0000Four Quadrants AdvisoryAre you taking full advantage of the IRS's rules to save on taxes? In this timely episode, host Casey Hiers is joined by Dental-specific Financial Planner and Analyst Stacy Phillips to break down the crucial changes to IRS contribution limits for...Stacy Phillips to break down the crucial changes to IRS contribution limits for retirement plans in 2021.

They detail how these limits can directly affect you and your dental practice. Stacy explains one of the most important financial moves for a business owner: maximizing pre-tax savings. Learn how maximizing your pre-tax contributions can not only build your retirement nest egg but also immediately lower your taxable income for the year, helping you pay less in taxes now.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>558accounting,cash,dental,dentist,dentistry,earnings,flow,income,invest,investing,investments,irs,overhead,owner,planning,practice,retire,retirement,savings,taxesfalse50fullBuy or Lease? Taking the Emotion Out of Your Dental Office Decisionhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/buy-or-lease-taking-emotion-out-of-your-dental-office-decisionbuy vs. lease decision for your practice space? You're not alone! In this episode, host Casey Hiers teams up with Dental Financial Planner and Analyst Will Taylor to strip away the "glitz and glam" and get down to the brass tacks of this critical choice.

They dive deep into the financial implications, long-term goals, flexibility, and — most importantly — how to take the emotion out of the process to make a sound business decision. Will discusses why timing is a crucial factor and what questions you need to be asking before you break ground or sign a lease agreement.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/41906156Tue, 10 Nov 2020 18:27:35 +0000Four Quadrants AdvisoryAre you a dentist wrestling with the buy vs. lease decision for your practice space? You're not alone! In this episode, host Casey Hiers teams up with Dental Financial Planner and Analyst Will Taylor to strip away the "glitz and glam" and get down to...buy vs. lease decision for your practice space? You're not alone! In this episode, host Casey Hiers teams up with Dental Financial Planner and Analyst Will Taylor to strip away the "glitz and glam" and get down to the brass tacks of this critical choice.

They dive deep into the financial implications, long-term goals, flexibility, and — most importantly — how to take the emotion out of the process to make a sound business decision. Will discusses why timing is a crucial factor and what questions you need to be asking before you break ground or sign a lease agreement.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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LinkedIn: Four Quadrants Advisory]]>1298accounting,buy,cash,dds,dental,dentist,dentistry,dmd,finance,financial,flow,investing,investments,lease,leasing,planning,renting,retirement,stocks,taxesfalse49fullHobby or Hidden Business? Navigate Between Passion & Profithttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/hobby-or-hidden-business-navigating-passion-and-profitColt Smith and Steve Levy, JD, and CPA, to dive into a topic many successful practice owners—and their spouses—face: distinguishing a genuine business opportunity from a casual hobby for tax purposes.

From public speaking to owning a horse business, many activities incur both expenses and generate income. Casey, Colt, and Steve share personal anecdotes, practical tips, and expert advice on how to properly evaluate, track, and account for any activity where money is spent and revenue is earned. Tune in to learn why treating your passion like a business—even if it feels like a hobby—is critical for maximizing deductions and ensuring tax compliance.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/41794951Wed, 04 Nov 2020 17:32:06 +0000Four Quadrants AdvisoryIs that side pursuit a passionate hobby or a potential profit center? Host Casey Hiers is joined by financial experts Colt Smith and Steve Levy, JD, and CPA, to dive into a topic many successful practice owners—and their spouses—face: distinguishing a...Colt Smith and Steve Levy, JD, and CPA, to dive into a topic many successful practice owners—and their spouses—face: distinguishing a genuine business opportunity from a casual hobby for tax purposes.

From public speaking to owning a horse business, many activities incur both expenses and generate income. Casey, Colt, and Steve share personal anecdotes, practical tips, and expert advice on how to properly evaluate, track, and account for any activity where money is spent and revenue is earned. Tune in to learn why treating your passion like a business—even if it feels like a hobby—is critical for maximizing deductions and ensuring tax compliance.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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LinkedIn: Four Quadrants Advisory]]>706accouting,advice,business,cash,dental,dentist,dentistry,finance,financial,flow,hobbies,hobby,income,investing,investments,overhead,planning,retire,retirement,taxesfalse48fullThe "Before & After" of Practice Management: Results and the Next Big Stephttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/before-and-after-of-practice-managementLarry Guzzardo for the second part of their discussion on transforming your practice. This time, Larry shares powerful insights into the tangible "before and after" impact practice owners can expect once they stop "blocking and tackling" common business issues and start working with professionals.

Casey and Larry then pivot to the critical question: What's next? Once a practice owner has cleaned up core operational and management areas, what other potential profit centers, strategic growth moves, and financial areas should they be looking at? Tune in to hear why getting your fundamentals right is just the start and how an all-in-one financial partner like Four Quadrants helps you maximize the foundation Larry helps you build.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/41684797Wed, 28 Oct 2020 18:08:17 +0000Four Quadrants AdvisoryHost Casey Hiers welcomes highly-regarded dental practice consultant Larry Guzzardo for the second part of their discussion on transforming your practice. This time, Larry shares powerful insights into the tangible "before and after" impact practice...Larry Guzzardo for the second part of their discussion on transforming your practice. This time, Larry shares powerful insights into the tangible "before and after" impact practice owners can expect once they stop "blocking and tackling" common business issues and start working with professionals.

Casey and Larry then pivot to the critical question: What's next? Once a practice owner has cleaned up core operational and management areas, what other potential profit centers, strategic growth moves, and financial areas should they be looking at? Tune in to hear why getting your fundamentals right is just the start and how an all-in-one financial partner like Four Quadrants helps you maximize the foundation Larry helps you build.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>950accounting,cash,consulting,dds,dental,dentist,dentistry,dmd,finance,financial,flow,income,investing,investments,owner,planning,practice,retire,retirement,taxesfalse47fullPractice Consultant vs. Financial Partner: Which One To Callhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/practice-consultant-vs-financial-partner-who-to-call
Larry is one of the "good guys" in practice management, and he and Casey dive deep into a crucial question for every practice owner: When is the best time to work with a dedicated practice consultant like Larry, and when does it make more sense to engage with an all-in-one financial partner like Four Quadrants? Tune in for an honest, insightful discussion that will help you chart the clearest and most profitable path for your dental practice.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/41568928Wed, 21 Oct 2020 12:41:52 +0000Four Quadrants AdvisoryNot all practice management advice is created equal! In this must-listen episode, host Casey Hiers welcomes special guest Larry Guzzardo, a highly sought-after dental practice consultant, international speaker, and former faculty member at the Dawson...
Larry is one of the "good guys" in practice management, and he and Casey dive deep into a crucial question for every practice owner: When is the best time to work with a dedicated practice consultant like Larry, and when does it make more sense to engage with an all-in-one financial partner like Four Quadrants? Tune in for an honest, insightful discussion that will help you chart the clearest and most profitable path for your dental practice.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>1002accounting,cash,consulting,dds,dental,dentist,dentistry,dmd,finance,financial,flow,income,investing,investments,planning,retire,retirement,taxesfalse46fullDon't Miss Out: The Deadline for Free COVID-19 Relief Fundshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/dont-miss-out-deadline-free-covid-19-relief-funds
The deadline is November 6th, and this is a crucial chance for dental providers to receive free, non-repayable money to offset revenue and expenses impacted by COVID-19. They explain the simple application process, the eligibility requirements, and the added benefit of being able to apply for funds from the previous phase if you missed it. Tune in to learn how to claim this vital financial support before the window closes.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/41477854Thu, 15 Oct 2020 16:21:48 +0000Four Quadrants AdvisoryIn this special public service announcement episode, Casey Hiers is joined by tax and accounting experts Steve Levy and Colt Smith. They break down the urgent and time-sensitive opportunity for dentists to apply for additional funding through the HHS...
The deadline is November 6th, and this is a crucial chance for dental providers to receive free, non-repayable money to offset revenue and expenses impacted by COVID-19. They explain the simple application process, the eligibility requirements, and the added benefit of being able to apply for funds from the previous phase if you missed it. Tune in to learn how to claim this vital financial support before the window closes.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>569accounting,cash,dds,dental,dentist,dentistry,dmd,finance,financial,flow,forgiveness,investing,investments,overhead,planning,ppp,retire,retirement,stocks,taxesfalse45fullAdapting to Adversity: Dr. Salomons's Path to Practice Ownershiphttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/adapting-to-adversity-unconventional-path-to-practice-ownership
He details the sudden shift in his partnership, the challenges of managing two partner buyouts, and the strategic decisions he had to make to keep his practice thriving. Dr. Salomons' story is a must-listen for any dentist who's had to navigate unexpected challenges or "curveballs" in their career and provides a powerful example of how to successfully adapt when things don't go according to plan.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/41361876Thu, 08 Oct 2020 11:25:21 +0000Four Quadrants AdvisoryOn this episode of the Millionaire Dentist podcast, Casey Hiers sits down with Dr. David Salomons to share an inspiring story of resilience and adaptation. Dr. Salomons, a practitioner from Binghamton, New York, recounts his journey from a pre-med...
He details the sudden shift in his partnership, the challenges of managing two partner buyouts, and the strategic decisions he had to make to keep his practice thriving. Dr. Salomons' story is a must-listen for any dentist who's had to navigate unexpected challenges or "curveballs" in their career and provides a powerful example of how to successfully adapt when things don't go according to plan.

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LinkedIn: Four Quadrants Advisory]]>1131accountant,accounting,advice,cash,dds,dental,dentist,dentistry,finance,financial,flow,help,investing,investments,overcome,overhead,planning,retire,retirement,taxesfalse44fullThe Implant Journey: From Mentorship to Mastering a New Skillhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/implant-journey-mentorship-to-mastering-a-new-skill
He discusses his hands-on start, the systems he used, and the satisfaction of mastering a new skill to better serve his patients. This episode is for any dentist considering adding implants to their practice, offering a candid look at one doctor's path to success.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/41223624Wed, 30 Sep 2020 12:47:25 +0000Four Quadrants AdvisoryOn this episode of the Millionaire Dentist Podcast, Casey Hiers sits down with the young and highly successful Dr. Leonard Ostrowski. They dive into Dr. Ostrowski's personal journey of learning to place dental implants. Dr. Ostrowski shares how a...
He discusses his hands-on start, the systems he used, and the satisfaction of mastering a new skill to better serve his patients. This episode is for any dentist considering adding implants to their practice, offering a candid look at one doctor's path to success.

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LinkedIn: Four Quadrants Advisory]]>948accounting,advice,cash,dds,dental,dentist,dentistry,dmd,finance,financial,flow,implants,income,investing,investments,overhead,planning,retire,retirement,taxesfalse43fullThe Truth About Tax Write-Offs: Beyond the 'Magic Bullet'https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/truth-about-tax-write-offs-beyond-the-magic-bullet
Steve and Colt dismantle this common misconception, explaining that the primary goal of a business is to build profit, not to spend a dollar to save thirty cents. They discuss the potential pitfalls of a singular focus on tax write-offs and reveal why a more diverse and strategic view of tax management is a more profitable and sustainable approach.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/41081541Wed, 23 Sep 2020 13:48:56 +0000Four Quadrants AdvisoryOn this episode of the Millionaire Dentist Podcast, Casey Hiers is joined by tax and accounting experts Steve Levy, CPA, JD, and Colt Smith. They dive into a topic on every practice owner's mind: "How can I pay less taxes?" Many dentists and...
Steve and Colt dismantle this common misconception, explaining that the primary goal of a business is to build profit, not to spend a dollar to save thirty cents. They discuss the potential pitfalls of a singular focus on tax write-offs and reveal why a more diverse and strategic view of tax management is a more profitable and sustainable approach.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>1010accounting,advice,advisory,dental,dentist,dentistry,finance,financial,four,investing,investments,millionaire,planning,practice,quadrants,retire,retirement,tax,taxes,write-offsfalse42fullPrivate Practice vs. Corporate Dentistry: The Pros & Cons of Both Modelshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/private-practice-vs-corporate-dentistry-pros-cons
They discuss everything from the autonomy and pride of ownership in a private practice to the allure of a DSO's built-in support system. Join them as they break down the financial, operational, and emotional factors that dentists and specialists must consider when navigating these two very different paths.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/40930072Wed, 16 Sep 2020 12:44:06 +0000Four Quadrants AdvisoryCasey Hiers and Jason Ewers dive into a topic on the minds of many dentists: the rise of corporate dentistry. In this episode, they explore the pros and cons of the traditional private practice model versus the corporate dentistry business model....
They discuss everything from the autonomy and pride of ownership in a private practice to the allure of a DSO's built-in support system. Join them as they break down the financial, operational, and emotional factors that dentists and specialists must consider when navigating these two very different paths.

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LinkedIn: Four Quadrants Advisory]]>677accounting,advice,cash,dds,dental,dentist,dentistry,dmd,finance,financial,flow,income,investing,investments,owner,planning,practice,retire,retirement,taxesfalse41fullYour Stress-Free Tax Blueprint: Strategies for Practice Ownershttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/stress-free-tax-day-dental-practice-owners
In this episode, they discuss key strategies like leveraging an S corporation for smoother finances and the invaluable impact of working with an accountant who specializes exclusively in dental practices. Learn how proactive planning can lead to a "boring" (in the best way!) tax season.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/40803158Thu, 10 Sep 2020 11:10:20 +0000Four Quadrants AdvisoryTired of the tax season roller coaster? Casey Hiers and Jason Ewers are in the studio to share their secrets for a stress-free Tax Day. Discover actionable strategies to transform tax season from a stressful ordeal into a smooth, predictable, and even...
In this episode, they discuss key strategies like leveraging an S corporation for smoother finances and the invaluable impact of working with an accountant who specializes exclusively in dental practices. Learn how proactive planning can lead to a "boring" (in the best way!) tax season.

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LinkedIn: Four Quadrants Advisory]]>726accounting,cash,dental,dentist,dentistry,economics,finance,firm,flow,income,investing,investments,overhead,planning,retire,retirement,solution,strategies,tax,taxesfalse40fullA Practice Owner's Path & Growth Through Acquisitionhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/growth-through-acquisition
Dr. Cothern reveals her proactive approach, including regular check-ins with headhunters, to uncover potential practices for sale. If you're looking to expand your practice and are curious about the ins and outs of buying the right opportunity, this episode is packed with actionable advice to get your "wheels turning."

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/40408097Wed, 26 Aug 2020 14:57:35 +0000Four Quadrants AdvisoryHost Casey Hiers welcomes Dr. Ashly Cothern of Dallas, Texas, to discuss the strategic path of growing a dental practice through acquisition. Dr. Cothern shares invaluable insights on how to identify and secure opportunities, emphasizing the power of...
Dr. Cothern reveals her proactive approach, including regular check-ins with headhunters, to uncover potential practices for sale. If you're looking to expand your practice and are curious about the ins and outs of buying the right opportunity, this episode is packed with actionable advice to get your "wheels turning."

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LinkedIn: Four Quadrants Advisory]]>1278accounting,aquisition,cash,dds,dental,dentist,dentistry,dmd,ecomonics,finance,financial,flow,growth,investing,investments,overhead,planning,retire,retirement,taxesfalse39fullProactive vs. Reactive: Is Your Accountant Helping You Thrive?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/proactive-vs-reactive-accountants
They'll equip you with tools to evaluate your current tax advisors, highlighting the red flags of a reactive accounting team, like unexpected tax surprises or untimely communications about critical financial opportunities. Learn how a truly proactive partner can help you build a strong financial foundation and avoid costly missteps, ensuring you thrive, not just survive.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/40405879Wed, 19 Aug 2020 16:13:16 +0000Four Quadrants AdvisoryAre you getting everything you should from your accounting team? In this episode, Casey Hiers and Jason Ewers dive into the crucial relationship you have with your accountant and CPA, both for your practice and personal finances. They'll equip you...
They'll equip you with tools to evaluate your current tax advisors, highlighting the red flags of a reactive accounting team, like unexpected tax surprises or untimely communications about critical financial opportunities. Learn how a truly proactive partner can help you build a strong financial foundation and avoid costly missteps, ensuring you thrive, not just survive.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>915accounting,advice,cash,dds,dental,dentist,dentistry,economics,finance,financial,firm,flow,investing,investments,overhead,planning,retire,retirement,tax,taxesfalse38fullUnraveling Tax Basis: What Every Practice Owner Needs to Knowhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/unraveling-tax-basis-in-your-practice
In this episode, Colt breaks down what tax basis truly means for your practice, explaining it as your equity or investment in the business. Learn the primary ways to increase your tax basis, including contributing capital and building profitability, and gain valuable insights to better understand your practice's financial standing.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/40271205Wed, 12 Aug 2020 15:52:11 +0000Four Quadrants AdvisoryJoin Casey Hiers as he sits down with Colt Smith, a Senior Tax Accountant at Four Quadrants Advisory, to demystify tax basis. Many practice owners find themselves confused or frustrated when their CPA mentions this crucial concept. In this episode,...
In this episode, Colt breaks down what tax basis truly means for your practice, explaining it as your equity or investment in the business. Learn the primary ways to increase your tax basis, including contributing capital and building profitability, and gain valuable insights to better understand your practice's financial standing.

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LinkedIn: Four Quadrants Advisory]]>647accounting,basis,cash,dds,dental,dentist,dentistry,finance,financial,flow,investing,investments,overhead,owner,planning,practice,retire,retirement,shareholder,taxesfalse37fullWhen DIY Goes Wrong (and Costs You Big)https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/when-diy-goes-wrong-costs-you-big
From struggling with QuickBooks to fumbling with compensation structures, they expose how attempting to be a jack-of-all-trades can cost practice owners millions. Tune in to discover why bringing in the experts isn't just a convenience, it's a financial imperative.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/40169227Thu, 06 Aug 2020 15:51:15 +0000Four Quadrants AdvisoryJoin Casey Hiers and Jason Ewers as they share a relatable tale of home improvement gone awry, highlighting the pitfalls of tackling complex tasks without expert help. They reveal how the "DIY" mindset, while admirable, can lead to significant...
From struggling with QuickBooks to fumbling with compensation structures, they expose how attempting to be a jack-of-all-trades can cost practice owners millions. Tune in to discover why bringing in the experts isn't just a convenience, it's a financial imperative.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>809accounting,cash,dds,dental,dentist,dentistry,diy,economics,finance,financial,flow,income,investing,investments,owner,planning,practice,retire,retirement,taxesfalse36fullThe Dentist's Dilemma: Comparing Financial Success to Your Peershttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/comparing-financial-success-to-your-dental-peers
We'll dive into the significant income discrepancies that exist even among highly skilled dentists and discuss why burying your head in the sand about your financial standing is a disservice to the high achiever you've always been. If you've ever questioned your income, retirement readiness, or work-life balance, this episode is for you.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/39866132Mon, 20 Jul 2020 16:51:54 +0000Four Quadrants AdvisoryAre you a dentist wondering how your financial health stacks up against your colleagues? Join Casey Hires and Jason Ewers as they tackle the uncomfortable but crucial question: "Financially speaking, how are you doing compared to your peers?" We'll...
We'll dive into the significant income discrepancies that exist even among highly skilled dentists and discuss why burying your head in the sand about your financial standing is a disservice to the high achiever you've always been. If you've ever questioned your income, retirement readiness, or work-life balance, this episode is for you.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>684accounting,cash,dds,dental,dentist,dentistry,dmd,economics,finance,financial,flow,income,investing,investments,money,planning,retire,retirement,salary,taxesfalse35fullPSA: HHS Provider Relief Fundhttps://www.spreaker.com/episode/psa-hhs-provider-relief-fund--39764977Today’s episode of The Millionaire Dentist podcast contains time sensitive information to help our listeners not miss out on an HHS relief payment. Casey Hiers & Jason Ewers quickly cover what you need to know to receive payment. Here is the link to start the process: https://cares.linkhealth.com/#/

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/39764977Tue, 14 Jul 2020 20:23:10 +0000Four Quadrants AdvisoryPSA: All Dentists Now Eligible for HHS Provider Relief Fund Payment Today’s episode of The Millionaire Dentist podcast contains time sensitive information to help our listeners not miss out on an HHS relief payment. Casey Hiers & Jason Ewers...Today’s episode of The Millionaire Dentist podcast contains time sensitive information to help our listeners not miss out on an HHS relief payment. Casey Hiers & Jason Ewers quickly cover what you need to know to receive payment. Here is the link to start the process: https://cares.linkhealth.com/#/

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>342falsebonusThe Four Questions to Ask Before Hiring Your Next Associatehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/four-questions-to-ask-before-hiring-associate
They'll kick things off by revealing four essential questions you need to ask yourself, including: "Can I afford it?" and "How will the associate buy in?" Get ready to unpack these vital questions and more to ensure a smooth and successful integration of your next associate.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/31878478Fri, 19 Jun 2020 13:23:10 +0000Four Quadrants AdvisoryThinking about bringing on an associate, but not sure where to start? In this episode, Casey Hiers and Jason Ewers dive into the crucial considerations every practice owner must address before expanding their team. They'll kick things off by...
They'll kick things off by revealing four essential questions you need to ask yourself, including: "Can I afford it?" and "How will the associate buy in?" Get ready to unpack these vital questions and more to ensure a smooth and successful integration of your next associate.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>568accounting,associate,dds,dental,dentist,dentistry,dmd,economics,finance,financial,hire,hiring,investing,investments,owner,planning,practice,retire,retirement,taxesfalse34fullThe 'Slush Fund' Loan That Could Trip You Uphttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/slush-fund-loan-eidl
Designed as working capital for businesses impacted by the COVID-19 pandemic, the EIDL is a true loan, unlike the forgivable PPP. Casey and Brogan discuss how the program's recent expansion and the fast-paced scramble for federal funds might have led many to overlook key provisions. They'll explore the restrictions that could lead to an inadvertent default and help you weigh whether this "slush fund" loan is the right step for your business.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/28906434Mon, 08 Jun 2020 13:08:44 +0000Four Quadrants AdvisoryIn this episode, Casey Hiers welcomes COO Brogan Baxter to the studio to dive into the Economic Injury Disaster Loan (EIDL) program. While this unique loan offers attractive terms like a 3.75% interest rate, a 30-year repayment period, and 12 months...
Designed as working capital for businesses impacted by the COVID-19 pandemic, the EIDL is a true loan, unlike the forgivable PPP. Casey and Brogan discuss how the program's recent expansion and the fast-paced scramble for federal funds might have led many to overlook key provisions. They'll explore the restrictions that could lead to an inadvertent default and help you weigh whether this "slush fund" loan is the right step for your business.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>806accounting,cash,dds,dental,dentist,dentistry,dmd,ecomonics,eidl,finance,financial,flow,income,investing,investments,overhead,planning,retire,retirement,taxesfalse33fullCEREC: Is the Investment Worth It? With Dr. Marckesehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/cerec-investment-grow-revenue
While CEREC can be a valuable option for practice owners looking to grow revenue, its significant expense and varied outcomes for some users warrant a deeper discussion. Dr. Marckese shares her insights and experiences to help listeners understand the potential benefits and challenges of integrating CEREC into their practice.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/25957597Wed, 03 Jun 2020 15:35:32 +0000Four Quadrants AdvisoryIn this episode, host Casey Heirs welcomes back Dr. Amy Marckese, owner of a thriving dental spa in Indianapolis, to delve into CEREC (Chairside Economical Restoration of Esthetic Ceramics). While CEREC can be a valuable option for practice owners...
While CEREC can be a valuable option for practice owners looking to grow revenue, its significant expense and varied outcomes for some users warrant a deeper discussion. Dr. Marckese shares her insights and experiences to help listeners understand the potential benefits and challenges of integrating CEREC into their practice.

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LinkedIn: Four Quadrants Advisory]]>1124accounting,cash,cerec,dds,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,investments,millionaire,overhead,planning,retire,retirement,taxesfalse32fullWhen to Seek Help: Unlocking Profit in Your Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/when-to-seek-help-unlocking-profit
Many dentists and specialists, accustomed to handling all aspects of patient care, often attempt to manage the complexities of their practice's business and financial side alone. Jason explains how the very personality traits that make them exceptional clinicians can sometimes hinder their ability to delegate. He reveals how inefficiencies can silently grow with a practice's success, leading to increased pressure and burnout, despite high production.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/27094164Wed, 03 Jun 2020 14:08:17 +0000Four Quadrants AdvisoryIn this insightful episode, host Casey Heirs sits down with Jason Smith, founder and president of Four Quadrants Advisory, to tackle a critical question for dental professionals: When is the right time to seek expert financial guidance? Many dentists...
Many dentists and specialists, accustomed to handling all aspects of patient care, often attempt to manage the complexities of their practice's business and financial side alone. Jason explains how the very personality traits that make them exceptional clinicians can sometimes hinder their ability to delegate. He reveals how inefficiencies can silently grow with a practice's success, leading to increased pressure and burnout, despite high production.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>1487accounting,cash,cfo,dds,dental,dentist,dentistry,diy,dmd,economics,finance,financial,flow,income,investing,investments,planning,retire,retirement,taxesfalse31fullThe Coaching Edge: Building a Winning Team Culturehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/building-a-winning-team-culture
Discover why the coaching role is paramount to unlocking your team's full potential, and how building strong relationships with your employees is the secret to cultivating a truly winning environment. If you're a practice owner struggling with team dynamics, this episode offers invaluable insights into creating a more effective and engaged staff.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/26219982Tue, 26 May 2020 14:17:04 +0000Four Quadrants AdvisoryJoin Casey Heirs as he sits down with Brian Kavicky, Senior Vice President and part-owner of Lushin and Associates. Brian, an expert in fostering dynamic company cultures, dives into the four key roles of leadership: recruiting, supervising, training,...
Discover why the coaching role is paramount to unlocking your team's full potential, and how building strong relationships with your employees is the secret to cultivating a truly winning environment. If you're a practice owner struggling with team dynamics, this episode offers invaluable insights into creating a more effective and engaged staff.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>956accounting,cash,dds,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,investments,leadership,owner,planning,practice,retire,retirement,taxesfalse30fullReopening Your Practice: A Guide for Post-Lockdown Successhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/reopening-your-practice-post-lockdown
In this episode, Brogan provides actionable insights on what practice owners need to do to properly prepare their physical office, from addressing capacity issues and implementing social distancing measures to effective patient screening and the proper use of PPE. Learn about evolving guidelines, the concept of virtual waiting rooms, and how to adapt to the "trial and error" nature of reopening. This episode offers practical advice for getting your practice ready to safely welcome back patients.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/27323043Fri, 15 May 2020 13:19:34 +0000Four Quadrants AdvisoryAs dental practices nationwide navigate the complexities of reopening, join host Casey Hiers and special guest Brogan Baxter, Chief Operations Officer of Four Quadrants Advisory, for an essential discussion on restarting your practice post-lockdown....
In this episode, Brogan provides actionable insights on what practice owners need to do to properly prepare their physical office, from addressing capacity issues and implementing social distancing measures to effective patient screening and the proper use of PPE. Learn about evolving guidelines, the concept of virtual waiting rooms, and how to adapt to the "trial and error" nature of reopening. This episode offers practical advice for getting your practice ready to safely welcome back patients.

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LinkedIn: Four Quadrants Advisory]]>1478accounting,cash,dds,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,investments,owner,planning,practice,reopening,retire,retirement,taxesfalse29fullThe Million-Dollar Question: How Much Do Dentists Really Need to Retire?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/how-much-do-dentsits-really-need-to-retire
This eye-opening figure covers all personal expenses, from mortgages and car payments to tuition and everyday living costs. Tune in to understand this crucial number and what it means for your retirement planning.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/26916449Mon, 11 May 2020 21:05:24 +0000Four Quadrants AdvisoryJoin Casey Hiers and Jason Ewers as they tackle a question on every dentist's mind: "How much do I need to retire?" You might be surprised by their answer! Drawing from real client data, Casey reveals a startling average monthly spend of $20,000 for...
This eye-opening figure covers all personal expenses, from mortgages and car payments to tuition and everyday living costs. Tune in to understand this crucial number and what it means for your retirement planning.

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LinkedIn: Four Quadrants Advisory]]>1133accounting,cash,dds,dentistry,dentists,economics,finance,financial,flow,income,investing,money,plan,planning,retire,retirement,savings,selling,strategy,taxesfalse28fullHow a Dental Spa Evolved Its Revenue Streams with Dr. Marckesehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/how-a-dental-spa-evolved-its-revenue-streams
Hear how unexpected patient requests led her to explore and master cosmetic procedures like Botox and fillers, transforming her practice's offerings and her own professional passions. Discover the surprising twists and turns that shaped her business and how she built a thriving dental spa that truly stands out.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/25957349Tue, 28 Apr 2020 01:47:08 +0000Four Quadrants AdvisoryJoin host Casey Hiers as he sits down with Dr. Amy Marckese, owner of a unique dental spa in Indianapolis, to discuss the evolution of growing revenue streams in a practice. Dr. Marckese shares her candid journey, from opening her practice right...
Hear how unexpected patient requests led her to explore and master cosmetic procedures like Botox and fillers, transforming her practice's offerings and her own professional passions. Discover the surprising twists and turns that shaped her business and how she built a thriving dental spa that truly stands out.

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LinkedIn: Four Quadrants Advisory]]>1484accounting,botox,cash,dds,dental,dentist,dentistry,dmd,economics,finance,financial,flow,investing,investments,owner,planning,practice,retire,retirement,taxesfalse27fullWhen the Sh*t Hits the Fan: Surviving the Unthinkablehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/surviving-the-unthinkable-in-your-practice
Jason kicks off the discussion by highlighting the immediate challenges of unexpected staff loss, from increased workload to the daunting rehiring process. Casey shares a powerful anecdote about a practice owner whose clinic was completely flooded, forcing him to operate out of two chairs at a colleague's office for months. This story serves as a stark parallel to the challenges many practice owners face during the COVID-19 office closure season, emphasizing the importance of preparedness when disaster strikes.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/25644862Mon, 20 Apr 2020 22:55:12 +0000Four Quadrants AdvisoryIn this episode of the Millionaire Dentist Podcast, hosts Casey Hiers and Jason Ewers reflect on their travels during the unpredictable first quarter of 2020. They then dive into a crucial topic: "When the Sh*t Hits the Fan." Jason kicks off the...
Jason kicks off the discussion by highlighting the immediate challenges of unexpected staff loss, from increased workload to the daunting rehiring process. Casey shares a powerful anecdote about a practice owner whose clinic was completely flooded, forcing him to operate out of two chairs at a colleague's office for months. This story serves as a stark parallel to the challenges many practice owners face during the COVID-19 office closure season, emphasizing the importance of preparedness when disaster strikes.

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LinkedIn: Four Quadrants Advisory]]>744accounting,cash,dds,dental,dentist,dentistry,economics,finance,financial,flow,investing,investments,overhead,owner,planning,practice,prepare,retire,retirement,taxesfalse26fullPPP Guidance for Dentists: A Client-Only Sneak Peekhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/ppp-guidance-for-dentists
Many dentists are struggling to navigate the ever-changing landscape of PPP loans, with some even resorting to extensive self-research due to unhelpful advisors. You'll hear a client-only communication that we sent out just last week, featuring Four Quadrants' COO, Brogan Baxter, and our head CPA and attorney, Steve Levy, as they break down the complexities of the PPP. Don't miss this chance to gain valuable insights that could help you make sense of the program.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/25491558Tue, 14 Apr 2020 18:14:56 +0000Four Quadrants AdvisoryFeeling anxious or frustrated by the lack of clear guidance around the Payroll Protection Program (PPP)? You're not alone. In this unique episode, we're giving you an exclusive look at the proactive advice our clients receive. Many dentists are...
Many dentists are struggling to navigate the ever-changing landscape of PPP loans, with some even resorting to extensive self-research due to unhelpful advisors. You'll hear a client-only communication that we sent out just last week, featuring Four Quadrants' COO, Brogan Baxter, and our head CPA and attorney, Steve Levy, as they break down the complexities of the PPP. Don't miss this chance to gain valuable insights that could help you make sense of the program.

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LinkedIn: Four Quadrants Advisory]]>1707business,consulting,coronovirus,covid19,crisis,deadlines,dentist,dentistry,finances,financial,legal,loan,payroll,ppp,practice,program,protection,services,taxes,wealthfalse25fullBreaking the Cycle: Why Dentists Underachieve Financiallyhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-dentists-underachieve-financially
Drawing from their unique experiences traveling and delivering continuing education to dentists nationwide, Casey and Jason pull back the curtain on the often-unspoken truths about the financial side of dentistry. They'll explore common pitfalls, including the tendency for high spending without strategic planning, and the silent trap of contentment that can keep dentists on a financial "hamster wheel." Get ready for a candid conversation that could change your financial future.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/25065206Thu, 09 Apr 2020 09:30:10 +0000Four Quadrants AdvisoryJoin Casey Hiers and special guest Jason Ewers on this revealing episode of the Millionaire Dentist Podcast as they tackle a crucial question: Why do so many dentists, despite their success in practice, underachieve financially? Drawing from their...
Drawing from their unique experiences traveling and delivering continuing education to dentists nationwide, Casey and Jason pull back the curtain on the often-unspoken truths about the financial side of dentistry. They'll explore common pitfalls, including the tendency for high spending without strategic planning, and the silent trap of contentment that can keep dentists on a financial "hamster wheel." Get ready for a candid conversation that could change your financial future.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>668ada,advice,cash,cashflow,consulting,debt,dental,dentist,dentistry,economics,finances,flow,income,millionaire,money,overhead,retirement,savings,spending,stressfalse24fullDo's & Don'ts of Dental Transitions - Real Taleshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/dos-donts-dental-transitions-real-tales
We're joined by Dr. Joe Richardson, a long-time Four Quadrant client and owner of two highly successful periodontal practices in the Sunshine State. Dr. Richardson shares invaluable insights from his own journey, detailing two distinct transitions he's undertaken: one that went smoothly and another that presented significant challenges. Tune in to learn the critical "dos" and "don'ts" that can make or break your dental practice acquisition or sale, straight from someone who's been there and done that.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/19000229Wed, 04 Sep 2019 15:59:05 +0000Four Quadrants AdvisoryThinking about a dental practice transition? Don't make a move without listening to this! On today's episode of The Millionaire Dentist podcast, we dive deep into the often-complex world of dental transitions through the lens of real-life experience....
We're joined by Dr. Joe Richardson, a long-time Four Quadrant client and owner of two highly successful periodontal practices in the Sunshine State. Dr. Richardson shares invaluable insights from his own journey, detailing two distinct transitions he's undertaken: one that went smoothly and another that presented significant challenges. Tune in to learn the critical "dos" and "don'ts" that can make or break your dental practice acquisition or sale, straight from someone who's been there and done that.

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LinkedIn: Four Quadrants Advisory]]>1843accounting,buying,cash,dds,dental,dentist,dentistry,economics,finance,financial,flow,investing,owner,planning,practice,retire,retirement,selling,taxes,transitionsfalse23fullProfiting and Thriving with Special Needs Dentistryhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/profiting-and-thriving-with-special-needs-dentistry
To guide us through this illuminating discussion, we're joined by Dr. Mike and Rebekah Glasmeier, veteran clients of Four Quadrants, who share their invaluable insights and experiences in making special needs dentistry a cornerstone of a thriving practice. Tune in to learn how you can make a powerful difference while simultaneously elevating your practice to new heights.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/18489566Mon, 08 Jul 2019 16:43:10 +0000Four Quadrants AdvisoryIn this episode, we dive into a truly rewarding and financially smart approach to dentistry: serving the special needs population. Join us as we uncover how embracing this underserved demographic can not only significantly boost your practice's...
To guide us through this illuminating discussion, we're joined by Dr. Mike and Rebekah Glasmeier, veteran clients of Four Quadrants, who share their invaluable insights and experiences in making special needs dentistry a cornerstone of a thriving practice. Tune in to learn how you can make a powerful difference while simultaneously elevating your practice to new heights.

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LinkedIn: Four Quadrants Advisory]]>2217accounting,cash,dds,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,overhead,owner,planning,practice,retire,retirement,special_needs_dentistry,taxesfalse22fullThe 'Yes' Factor: Unlocking Patient Case Acceptancehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/unlocking-patient-case-acceptance
Dr. Homoly cuts through the noise of ineffective techniques, revealing practical, real-world strategies you can implement in your dental practice immediately. Tune in to discover why conventional wisdom often fails and what Dr. Homoly truly recommends to empower your patients to confidently say "yes" to the care they need. Get ready to ditch the ineffective strategies and embrace Dr. Homoly's proven methods for inspiring patients to enthusiastically accept treatment plans.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/18025600Mon, 20 May 2019 17:39:19 +0000Four Quadrants AdvisoryAre your case acceptance rates stuck in neutral? Join us as we challenge traditional dental education with Dr. Paul Homoly, the visionary behind "Making it Easy for Patients to Say 'Yes'." Dr. Homoly cuts through the noise of ineffective techniques,...
Dr. Homoly cuts through the noise of ineffective techniques, revealing practical, real-world strategies you can implement in your dental practice immediately. Tune in to discover why conventional wisdom often fails and what Dr. Homoly truly recommends to empower your patients to confidently say "yes" to the care they need. Get ready to ditch the ineffective strategies and embrace Dr. Homoly's proven methods for inspiring patients to enthusiastically accept treatment plans.

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LinkedIn: Four Quadrants Advisory]]>1871acceptance,accounting,case,cash,dds,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,investments,patients,planning,retire,retirement,taxesfalse21fullThe Lease Trap: Insider Secrets to Outsmarting Commercial Landlordshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/insider-secrets-to-outsmarting-commercial-landlords
Our special guest, Jas Banga of Cirrus Consulting Group, brings a unique perspective. Having previously negotiated for major commercial medical real estate groups, Jas now reveals the strategies and insights you need to confidently approach your lease, avoid costly missteps, and truly understand the other side's playbook. Don't sign that lease until you've heard this!

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/17655665Tue, 16 Apr 2019 13:29:40 +0000Four Quadrants AdvisoryAre you about to negotiate a commercial lease? Think twice before going solo! This episode exposes the common pitfalls and "horror stories" of tenants who tried to negotiate their leases independently. Our special guest, Jas Banga of Cirrus...
Our special guest, Jas Banga of Cirrus Consulting Group, brings a unique perspective. Having previously negotiated for major commercial medical real estate groups, Jas now reveals the strategies and insights you need to confidently approach your lease, avoid costly missteps, and truly understand the other side's playbook. Don't sign that lease until you've heard this!

Learn More about Cirrus Consulting Group

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LinkedIn: Four Quadrants Advisory]]>1900accounting,dental,dentist,dentistry,economics,finance,financial,investing,investments,lease,leasing,owner,planning,practice,rent,renting,retire,retirement,taxes,tipsfalse20fullThe Silent Thief: Protecting Your Dental Practice from Embezzlementhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/protecting-your-dental-practice-from-embezzlement
With over 30 years of experience, David reveals just how prevalent this "silent thief" is in dental offices worldwide. He shares the crucial insights that led him to establish Prosperident, stemming from a personal request from a dentist friend who suspected employee theft. Tune in to learn common signs of embezzlement, proactive steps you can take to protect your practice, and why believing "it can't happen to me" is the riskiest mindset of all. Don't miss this essential conversation that could save your practice from significant financial loss.

Learn More About Prosperident

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/16975578Thu, 07 Feb 2019 15:31:18 +0000Four Quadrants AdvisoryThink embezzlement can't happen in your dental practice? Think again. In this eye-opening episode, we sit down with David Harris, the founder and CEO of Prosperident, the global leader in dental embezzlement investigations. With over 30 years of...
With over 30 years of experience, David reveals just how prevalent this "silent thief" is in dental offices worldwide. He shares the crucial insights that led him to establish Prosperident, stemming from a personal request from a dentist friend who suspected employee theft. Tune in to learn common signs of embezzlement, proactive steps you can take to protect your practice, and why believing "it can't happen to me" is the riskiest mindset of all. Don't miss this essential conversation that could save your practice from significant financial loss.

Learn More About Prosperident

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LinkedIn: Four Quadrants Advisory]]>1586accounting,cash,dds,dental,dentist,dentistry,economics,embezzlement,finance,financial,flow,income,investing,investments,money,planning,retire,retirement,stealing,taxesfalse19fullHow the Tax Cuts and Jobs Act of 2017 Affects Dentistshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/how-2017-tax-cuts-affect-dentists
They'll explore how the 2018 changes – including reduced taxes for businesses and individuals, increased standard deductions, and altered itemizing benefits – specifically impact dentists and what you can do about it. Tune in for a clear, concise explanation of this crucial tax law!

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/16798670Tue, 22 Jan 2019 12:41:58 +0000Four Quadrants AdvisoryHost Alan Berry tackles a topic many find daunting: the Tax Cuts and Jobs Act of 2017. He's joined by Four Quadrants Advisory's top accountants, Ryan McLaughlin and Colt Smith, who break down this complex legislation in a high-level,...
They'll explore how the 2018 changes – including reduced taxes for businesses and individuals, increased standard deductions, and altered itemizing benefits – specifically impact dentists and what you can do about it. Tune in for a clear, concise explanation of this crucial tax law!

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LinkedIn: Four Quadrants Advisory]]>9032017,accounting,cash,cuts,dds,dental,dentist,dentistry,dmd,economics,investing,investments,jobs,owner,planning,practice,retire,retirement,tax,taxesfalse18fullTop Tips on Dental Insurance Billing with Special Guest Dr. James Andersonhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/top-tips-dental-insurance-billing
If you're looking to optimize your dental billing process, this episode is a must-listen! Dr. Anderson delves into the three core pillars of effective dental billing: proper claim posting, ensuring all claims and attachments are accurately submitted and received, and diligently following up on all denied claims. He emphasizes how his company acts as a vital "assistant for the front office person," ensuring practices get paid for the valuable services they provide.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/16514478Wed, 19 Dec 2018 14:57:06 +0000Four Quadrants AdvisoryHost Alan Berry is joined by Dr. James Anderson, a true titan in the dental industry. Dr. Anderson shares his incredible journey of building nine successful dental practices from the ground up, which ultimately led him to identify a critical need in...
If you're looking to optimize your dental billing process, this episode is a must-listen! Dr. Anderson delves into the three core pillars of effective dental billing: proper claim posting, ensuring all claims and attachments are accurately submitted and received, and diligently following up on all denied claims. He emphasizes how his company acts as a vital "assistant for the front office person," ensuring practices get paid for the valuable services they provide.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>656accounting,billing,cash,dds,dental,dentist,dentistry,dmd,economics,finance,financial,flow,insurance,investing,investments,planning,retire,retirement,taxes,tipsfalse17fullBest Dental HR Practices with Adrienne Twigghttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/best-dental-hr-practices
In this episode, learn about the number one mistake dental practices make: mishandling wage and hour issues. Adrienne dives into the critical importance of properly compensating staff for time spent at conventions and continuing education courses, even when doctors are generously covering other expenses. Discover why the government's strict payroll tax criteria can lead to severe penalties if overlooked, regardless of how your staff perceives these events. Tune in and equip yourself to create a more compliant and positive work environment for everyone in your practice!

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/16331241Wed, 28 Nov 2018 19:20:52 +0000Four Quadrants AdvisoryJoin host Alan Berry as he welcomes special guest Adrienne Twigg from Brent Ericksen and Associates. With over two decades of experience in dental HR, Adrienne shares invaluable insights and actionable tips to fortify your HR strategies. In this...
In this episode, learn about the number one mistake dental practices make: mishandling wage and hour issues. Adrienne dives into the critical importance of properly compensating staff for time spent at conventions and continuing education courses, even when doctors are generously covering other expenses. Discover why the government's strict payroll tax criteria can lead to severe penalties if overlooked, regardless of how your staff perceives these events. Tune in and equip yourself to create a more compliant and positive work environment for everyone in your practice!

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>1223advice,cash,dds,dental,dentist,dentistry,economics,finance,financial,hr,human_resources,investing,investments,owner,planning,practice,practices,retire,retirement,tipsfalse16fullLooking Back at a Long Dental Career with Dr. Butlerhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/looking-back-on-a-lomg-dental-career
Dr. Butler also shares a crucial regret: not engaging with a financial planning service like Four Quadrants earlier in his career. He emphasizes how starting to save and plan for retirement sooner would have made his current transition much smoother. Tune in for valuable insights on navigating a long dental career, the evolving landscape of the profession, and the importance of early financial planning.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/15860251Tue, 02 Oct 2018 14:12:16 +0000Four Quadrants AdvisoryHost Alan Berry sits down with Dr. Dave Butler, a highly skilled oral surgeon who has practiced in his hometown of Madison, Indiana, for over 30 years. Dr. Butler reflects on the significant changes he's witnessed in the dental field, particularly the...
Dr. Butler also shares a crucial regret: not engaging with a financial planning service like Four Quadrants earlier in his career. He emphasizes how starting to save and plan for retirement sooner would have made his current transition much smoother. Tune in for valuable insights on navigating a long dental career, the evolving landscape of the profession, and the importance of early financial planning.

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>831accounting,career,cash,dds,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,investments,owner,planning,practice,retire,retirement,taxesfalse15fullWhy You Should Work with a Dental-Specific Firm with Dr. Falenderhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/why-you-should-work-with-dental-specific-firm
Dr. Falender emphasizes the importance of financial prudence early on: "If I could give a younger me advice as an oral surgeon or as a dentist, I would try to live within your means, save as much money as you can. And start to work with a qualified advisor, like Four Quadrants, as early as you can in your career." Tune in for a candid conversation packed with wisdom for dental professionals at any stage!

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/15604851Mon, 17 Sep 2018 14:20:33 +0000Four Quadrants Advisoryhost Alan Berry sits down with one of Indiana's most successful oral surgeons, Dr. Larry Falender. Dr. Falender shares invaluable insights into why he chooses to partner with a dental-specific business firm. He'll also take us on his journey to...
Dr. Falender emphasizes the importance of financial prudence early on: "If I could give a younger me advice as an oral surgeon or as a dentist, I would try to live within your means, save as much money as you can. And start to work with a qualified advisor, like Four Quadrants, as early as you can in your career." Tune in for a candid conversation packed with wisdom for dental professionals at any stage!

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>549accounting,cash,dds,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,investments,oral,overhead,planning,retire,retirement,surgeon,taxesfalse14fullPractice Growth Through Acquisition with Drs. Christy and Balsishttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/practice-growth-through-acquisition
The conversation delves into the intricacies of their acquisition strategy, exploring how they've navigated different approaches, from relocating practices to their facility to acquiring those with their own existing spaces. They'll also touch on the vital role marketing plays in their overall growth strategy and share insights into what it takes to cultivate a strong and enduring partnership that ensures smooth transitions and lasting success after an acquisition.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/15399237Wed, 01 Aug 2018 17:16:15 +0000Four Quadrants AdvisoryHost Alan Berry sits down with Berrien Dental's partners, Drs. Todd Christy and Eric Balsis to discuss their remarkable success in expanding their practice through strategic acquisitions. Dr. Christy shares his personal journey, beginning with his...
The conversation delves into the intricacies of their acquisition strategy, exploring how they've navigated different approaches, from relocating practices to their facility to acquiring those with their own existing spaces. They'll also touch on the vital role marketing plays in their overall growth strategy and share insights into what it takes to cultivate a strong and enduring partnership that ensures smooth transitions and lasting success after an acquisition.

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LinkedIn: Four Quadrants Advisory]]>505accounting,acquisition,buying,dds,dental,dentist,dentistry,economics,finance,financial,growth,investing,investments,overhead,owner,planning,practice,retire,retirement,taxesfalse13fullAll Things Yankee Dental Congresshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/all-things-yankee-dental-congress
Dr. Portnoff shares invaluable insider tips for maximizing your experience and even reveals a couple of easy ways to win prizes. Alan also delves into what sets the Yankee Dental Congress apart as one of the nation's top dental conventions, exploring its unique appeal amidst a crowded landscape of industry events.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/13757697Tue, 09 Jan 2018 18:52:22 +0000Four Quadrants AdvisoryHost Alan Berry is joined by Casey Hiers, National Director, and Dr. Traci Portnoff, General Chair of the Yankee Dental Congress, for an episode dedicated to "All Things Yankee Dental Congress." If you're attending or considering the convention in...
Dr. Portnoff shares invaluable insider tips for maximizing your experience and even reveals a couple of easy ways to win prizes. Alan also delves into what sets the Yankee Dental Congress apart as one of the nation's top dental conventions, exploring its unique appeal amidst a crowded landscape of industry events.

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LinkedIn: Four Quadrants Advisory]]>872accounting,cash,congress,convention,dental,dentist,dentistry,economics,finance,financial,flow,income,overhead,owner,planning,practice,retire,retirement,taxes,yankeefalse12fullIs CAD/CAM Worth the Money?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/cad-cam-worth-money
The conversation explores both sides of the coin, contrasting stories of wildly successful CAD/CAM integration with cautionary tales. Listeners will hear about a client's disheartening experience, where a $150,000 machine became little more than a "coat hanger" due to unforeseen training demands, difficulties achieving clean margins, and a complete mismatch of expectations.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/13567004Tue, 12 Dec 2017 17:54:56 +0000Four Quadrants AdvisoryHost Alan Berry dives deep into the world of CAD/CAM technology in dental offices, joined by CEO Jason Smith and COO Brogan Baxter. CAD/CAM systems, like the popular CEREC and E4D machines, promise to revolutionize crown fabrication, allowing for...
The conversation explores both sides of the coin, contrasting stories of wildly successful CAD/CAM integration with cautionary tales. Listeners will hear about a client's disheartening experience, where a $150,000 machine became little more than a "coat hanger" due to unforeseen training demands, difficulties achieving clean margins, and a complete mismatch of expectations.

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LinkedIn: Four Quadrants Advisory]]>620accounting,cad/cam,cash,dds,dental,dentist,dentisty,dmd,economics,finance,financial,flow,investing,investments,owner,planning,practice,retire,retirement,taxesfalse11full3 Awesome End-of-the-Year Tax Tips for Dentistshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/3-awesome-year-end-tax-tips-dentists
Kathy shares invaluable insights and actionable advice to help you get ahead. They discuss the importance of proactive planning for January, February, March, and April, emphasizing that preparation today can save you significant stress and optimize your financial position come tax time.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/13443686Tue, 28 Nov 2017 13:52:27 +0000Four Quadrants AdvisoryBelieve 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 Collins, to unveil what dentists and specialists should be doing right now to prepare for next year’s tax...
Kathy shares invaluable insights and actionable advice to help you get ahead. They discuss the importance of proactive planning for January, February, March, and April, emphasizing that preparation today can save you significant stress and optimize your financial position come tax time.

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LinkedIn: Four Quadrants Advisory]]>984accounting,cash,dds,dental,dentist,dentistry,economics,finance,financial,flow,investing,investments,irs,planning,retire,retirement,tax,tax_day,taxes,tipsfalse10fullMarketing Isn't the Only Way to Gain New Patientshttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/marketing-not-only-way-to-gain-new-patients
Many might be scratching their heads, wondering, "What do you mean, marketing dollars versus acquiring a practice?" Alan, Jason, and Brogan dive deep into this often-overlooked strategy, challenging the traditional spend-and-wait model of patient growth.

Prepare to have your perception of growth strategy flipped on its head. This episode will make you rethink how you leverage your dollars to gain the new patients you're after.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/13227971Mon, 06 Nov 2017 17:42:00 +0000Four Quadrants AdvisoryHost Alan Berry sits down with Jason Smith, CEO, and Brogan Baxter, COO, to unveil a revolutionary perspective on patient acquisition. If you're a practice owner frustrated by rising marketing costs and still struggling to attract new patients, this...
Many might be scratching their heads, wondering, "What do you mean, marketing dollars versus acquiring a practice?" Alan, Jason, and Brogan dive deep into this often-overlooked strategy, challenging the traditional spend-and-wait model of patient growth.

Prepare to have your perception of growth strategy flipped on its head. This episode will make you rethink how you leverage your dollars to gain the new patients you're after.

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Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>1163accounting,cash,cpa,dds,dental,dentist,dentistry,economics,finance,financial,flow,income,investing,investments,overhead,planning,retire,retirement,tax,taxesfalse9full3 Effective Digital Marketing Tactics for Your Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/most-effective-digital-marketing-tactics-dental-practice
This episode is a must-listen for any dentist looking to attract new patients and boost their online presence. Alan and Michael dive deep into three core tactics: first, Social Media Smarts, teaching you how to leverage platforms like Facebook with precision targeting to reach your ideal patient demographic; second, Google's Powerhouse Duo, revealing the secrets to ranking higher in Google's organic search results and how to maximize your ROI with effective Google Ads campaigns; and finally, Optimizing Your Google Business Profile, where they explain why it's a critical tool for local visibility and how to make it work harder for your practice. Don't miss this insightful conversation packed with actionable advice to grow your dental practice in the digital age!

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/12664179Tue, 17 Oct 2017 17:08:07 +0000Four Quadrants AdvisoryHost Alan Berry sits down with SpinWeb CEO, Michael Reynolds, to unpack the digital strategies that are truly moving the needle for dental practices today. This episode is a must-listen for any dentist looking to attract new patients and boost their...
This episode is a must-listen for any dentist looking to attract new patients and boost their online presence. Alan and Michael dive deep into three core tactics: first, Social Media Smarts, teaching you how to leverage platforms like Facebook with precision targeting to reach your ideal patient demographic; second, Google's Powerhouse Duo, revealing the secrets to ranking higher in Google's organic search results and how to maximize your ROI with effective Google Ads campaigns; and finally, Optimizing Your Google Business Profile, where they explain why it's a critical tool for local visibility and how to make it work harder for your practice. Don't miss this insightful conversation packed with actionable advice to grow your dental practice in the digital age!

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LinkedIn: Four Quadrants Advisory]]>1236accounting,cpa,dds,dental,dentist,dentistry,digital,dmd,economics,finance,financial,income,investing,investments,marketing,online,planning,retire,retirement,taxesfalse8fullWebsite Options and How to Use It to Grow Your Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/website-options-grow-your-dental-practice
Ever wondered how your website gets found on the internet? Michael explains that your domain name is essentially your practice's digital mailing address. Just like a physical address routes mail, your domain name guides internet users directly to your website. They discuss why this is especially relevant for practices looking to change their domain or, in rare cases, those still without an online home.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/12643229Wed, 04 Oct 2017 12:31:30 +0000Four Quadrants AdvisoryHost Alan Berry sits down with Michael Reynolds, CEO of SpinWeb, to demystify the world of domain names and their crucial role in building your dental practice's online presence. Ever wondered how your website gets found on the internet? Michael...
Ever wondered how your website gets found on the internet? Michael explains that your domain name is essentially your practice's digital mailing address. Just like a physical address routes mail, your domain name guides internet users directly to your website. They discuss why this is especially relevant for practices looking to change their domain or, in rare cases, those still without an online home.

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LinkedIn: Four Quadrants Advisory]]>1051accounting,business,cpa,dds,dental,dentist,dentistry,digital,economics,finance,financial,income,investing,investments,irs,marketing,planning,retire,retirement,taxesfalse7fullThe Importance of a Great Website for Your Dental Practicehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/importance-of-a-great-dental-website
Join us for an easy-to-understand conversation with "web guru" Michael Reynolds from Spin Web Marketing. We tackle the big question: Do dentists really need a website? Michael makes a compelling case, drawing parallels to a well-appointed lobby or a clear sign — while not "necessary," these elements are undoubtedly crucial for your brand's perception and success.

We'll discuss why, in today's digital age, not having a strong online presence might be something you can't afford. Tune in for practical, easy-to-use tips and techniques to make your dental practice's digital front door truly stand out!

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/12636806Wed, 20 Sep 2017 12:57:56 +0000Four Quadrants AdvisoryIs your dental practice's website looking a little... long in the tooth? Or maybe you don't even have one? In part one of our three-part series on digital presence, we dive headfirst into the world of dental practice websites. Join us for an...
Join us for an easy-to-understand conversation with "web guru" Michael Reynolds from Spin Web Marketing. We tackle the big question: Do dentists really need a website? Michael makes a compelling case, drawing parallels to a well-appointed lobby or a clear sign — while not "necessary," these elements are undoubtedly crucial for your brand's perception and success.

We'll discuss why, in today's digital age, not having a strong online presence might be something you can't afford. Tune in for practical, easy-to-use tips and techniques to make your dental practice's digital front door truly stand out!

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>787accounting,cash,dental,dentist,dentistry,digital,economics,finance,financial,flow,income,marketing,online,owner,planning,practice,retire,retirement,taxes,websitefalse6fullAmerican Association of Women Dentists (AAWD)https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/american-association-of-women-dentists
Alan is joined by Kathy Collins, Director of Tax and Accounting, Casey Hiers, Director of National Sales, and a very special guest: Dr. Karyl Patten, the esteemed President of the American Association of Women Dentists.

Discover the rich history of the AAWD, an organization that has been empowering women dentists for nearly a century, since its founding in 1921. Learn how they've supported thousands through vital mentoring programs, shared resources and information, and provided invaluable networking opportunities, all while staying true to their mission of enriching the lives of women in dentistry.

Dr. Patten will share exciting details about the upcoming AAWD 2017 Annual Conference, offering a glimpse into what attendees can expect. Plus, Kathy Collins kicks off the conversation by weighing in on why the AAWD could be a game-changer for most women dentists.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/12753764Tue, 12 Sep 2017 09:00:04 +0000Four Quadrants AdvisoryJoin host Alan Berry on this insightful episode of The Millionaire Dentist Podcast as he welcomes a powerhouse panel to discuss the incredible impact of the American Association of Women Dentists (AAWD). Alan is joined by Kathy Collins, Director of...
Alan is joined by Kathy Collins, Director of Tax and Accounting, Casey Hiers, Director of National Sales, and a very special guest: Dr. Karyl Patten, the esteemed President of the American Association of Women Dentists.

Discover the rich history of the AAWD, an organization that has been empowering women dentists for nearly a century, since its founding in 1921. Learn how they've supported thousands through vital mentoring programs, shared resources and information, and provided invaluable networking opportunities, all while staying true to their mission of enriching the lives of women in dentistry.

Dr. Patten will share exciting details about the upcoming AAWD 2017 Annual Conference, offering a glimpse into what attendees can expect. Plus, Kathy Collins kicks off the conversation by weighing in on why the AAWD could be a game-changer for most women dentists.

Interested in more info on how to: Earn More, Save More, and Retire Early

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LinkedIn: Four Quadrants Advisory]]>537aawd,accounting,american association of women,cash,dds,dental,dentist,dentistry,dentists,economics,finance,financial,income,investing,investments,planning,retire,retirement,taxes,womenfalse5fullBuilding vs. Leasing Your Dental Officehttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/building-vs-leasing-your-dental-office
Historically, building your own practice was the ultimate dream, but as Jason and Brogan reveal, that narrative has shifted dramatically. They tackle the surprising reality that many dentists are finding themselves losing money when selling their purpose-built facilities, even in prime locations. This episode explores why the commercial real estate market doesn't always trend with residential markets and how factors like cash flow, timing, and community opportunity now often outweigh the traditional allure of ownership.

Discover why the high costs of land and construction, coupled with uncertain returns on sale, are making leasing an increasingly attractive and financially sound option for many dentists. If you're weighing your options for your practice's future, this discussion is packed with essential insights to help you make an informed decision.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/12636785Tue, 29 Aug 2017 09:00:04 +0000Four Quadrants AdvisoryJoin host Alan Berry as he delves into a critical decision for every dental professional: building vs. leasing your dental office. In this insightful episode, Alan is joined by industry experts Jason Smith, CEO, and Brogan Baxter, COO, to dissect the...
Historically, building your own practice was the ultimate dream, but as Jason and Brogan reveal, that narrative has shifted dramatically. They tackle the surprising reality that many dentists are finding themselves losing money when selling their purpose-built facilities, even in prime locations. This episode explores why the commercial real estate market doesn't always trend with residential markets and how factors like cash flow, timing, and community opportunity now often outweigh the traditional allure of ownership.

Discover why the high costs of land and construction, coupled with uncertain returns on sale, are making leasing an increasingly attractive and financially sound option for many dentists. If you're weighing your options for your practice's future, this discussion is packed with essential insights to help you make an informed decision.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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LinkedIn: Four Quadrants Advisory]]>891accounting,build,building,buying,dds,dental,dentist,dentistry,dmd,economics,finance,financial,leasing,owner,planning,practice,renting,retire,retirement,taxesfalse4fullIs Overhead Killing Your Dental Practice?https://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/is-overhead-killing-your-practice
While industry gurus might suggest aiming for sub-65%, Jason and Brogan argue that true financial freedom lies in pushing your overhead below 60%, ideally closer to 50%. Imagine transforming a million dollars in production into half a million dollars in profit, all while potentially working just three days a week!

Join us as we uncover why so many general dentists are "habitual offenders" when it comes to high overhead, often languishing in the mid-70th percentile. Our guests reveal that if dentists haven't figured out how to conquer this issue themselves, they likely never will without a new approach. This episode is a must-listen for any dental professional ready to identify the root causes of their overhead woes and unlock their long-term income potential by becoming a master manager of their practice's finances.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/12522460Wed, 09 Aug 2017 09:00:04 +0000Four Quadrants AdvisoryAre you a dentist grappling with an overhead percentage that feels stubbornly high? In this eye-opening episode, host Alan Berry sits down with CEO Jason Smith and COO Brogan Baxter to tackle one of the most critical challenges facing dental practices...
While industry gurus might suggest aiming for sub-65%, Jason and Brogan argue that true financial freedom lies in pushing your overhead below 60%, ideally closer to 50%. Imagine transforming a million dollars in production into half a million dollars in profit, all while potentially working just three days a week!

Join us as we uncover why so many general dentists are "habitual offenders" when it comes to high overhead, often languishing in the mid-70th percentile. Our guests reveal that if dentists haven't figured out how to conquer this issue themselves, they likely never will without a new approach. This episode is a must-listen for any dental professional ready to identify the root causes of their overhead woes and unlock their long-term income potential by becoming a master manager of their practice's finances.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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LinkedIn: Four Quadrants Advisory]]>834accounting,advice,cash,dds,dental,dentist,dentistry,dmd,economics,finance,financial,flow,investing,investments,overhead,planning,practice,retire,retirement,taxesfalse3fullHow Insurance is Wrecking Dentistryhttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/how-insurance-is-wrecking-dentistry
Many dentists feel trapped, believing dental insurance is inevitably leading dentistry down the same path as the medical field, with no escape. But is that truly the case? Alan, Jason, and Brogan dive deep into how dental insurance is "wrecking everything" and explore the growing issues it presents for dental practices today. Discover why dental insurance is becoming an increasingly significant concern, and hear a fresh perspective on whether there truly is a way out for dentists looking to reclaim control of their practice and profitability. Don't miss this crucial conversation that challenges conventional wisdom and offers insights into navigating the complexities of dental insurance.

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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/12320479Mon, 10 Jul 2017 14:18:30 +0000Four Quadrants AdvisoryJoin host Alan Berry on this critical episode of The Millionaire Dentist™ as he welcomes special guests Jason Smith, CEO, and Brogan Baxter, COO. This episode tackles the "dreaded Achilles heel of dentistry": the pervasive impact of PPO plans and...
Many dentists feel trapped, believing dental insurance is inevitably leading dentistry down the same path as the medical field, with no escape. But is that truly the case? Alan, Jason, and Brogan dive deep into how dental insurance is "wrecking everything" and explore the growing issues it presents for dental practices today. Discover why dental insurance is becoming an increasingly significant concern, and hear a fresh perspective on whether there truly is a way out for dentists looking to reclaim control of their practice and profitability. Don't miss this crucial conversation that challenges conventional wisdom and offers insights into navigating the complexities of dental insurance.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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LinkedIn: Four Quadrants Advisory]]>815accounting,cash,dds,dental,dentist,dentistry,dmd,economics,finance,financial,income,insurance,plan,planning,plans,ppo,retire,retirement,tax,taxesfalse2fullThe Introduction to The Millionaire Dentist™ Podcasthttps://www.fourquadrantsadvisory.com/the-millionaire-dentist-podcast/introduction-to-the-millionaire-dentist-podcast
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LinkedIn: Four Quadrants Advisory]]>https://api.spreaker.com/episode/12185249Thu, 22 Jun 2017 16:55:59 +0000Four Quadrants AdvisoryWelcome to the inaugural episode of The Millionaire Dentist™ podcast, your definitive resource for practice-owning dentists aiming to unlock significant wealth and achieve a prosperous retirement. In this foundational episode, Four Quadrants Advisory...
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LinkedIn: Four Quadrants Advisory]]>359accounting,cash,dds,dental,dentist,dentistry,dmd,finance,financial,flow,investing,investments,overhead,owner,planning,practice,retire,retirement,tax,taxesfalse1full