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The Millionaire Dentist™

Four Quadrants Advisory

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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Dental 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 financial health. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour …
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Tired 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 with your vision, and learn to navigate the challenges of emergency dentistry. Stop complaining an…
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In 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, and the various methods for making estimated tax payments. Join us as we discuss how proactive tax pl…
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Tired 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 practitioners and explore the root causes of burnout. Interested in more info on how to: Earn More, Save More…
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Join 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 aspirations, and the power of seeking professional guidance. Discover how to set clear objectives, …
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Taking 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 seeking external help for accounting and financial planning. Let's dive into the exciting world of…
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This 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 self-care for practice owners. Interested in more info on how to: Earn More, Save More, and Retire Early…
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Running 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 mistakes and how to keep your books simple but not too simple. Interested in more info on how to: Earn …
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Owning 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 managing your own practice. Interested in more info on how to: Earn More, Save More, and Retire Early Up…
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Unsure 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, navigate fee-for-service vs. insurance models, and guide you toward finding your dream dental pract…
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In 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 provide actionable advice on how to secure a more stable financial future. Don't miss this episode…
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In 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 schemes, offers practical advice on how to spot them, and shares tips on protecting yourself from b…
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Casey 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 of missing deadlines. Steve offers essential strategies to maintain compliance and avoid penalties. Tu…
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In 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 their top tips and strategies for identifying and attracting candidates who have the necessary skill…
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In 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 stories of individuals who have successfully achieved their financial goals through perseverance an…
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Casey and Jarrod tackle the financial concerns that often accompany taking time off in this episode. They discuss the economic pressures dentists face, such as maintaining overhead costs and paying staff, which can make the idea of a vacation daunting. This episode aims to debunk the myth that taking a break will lead to financial ruin. Interested …
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In this week's thrilling episode, join Casey and Jarrod as they explore the pivotal moments when dentists and practice owners must assert themselves against challenges posed by employees, patients, DSOs, and PPOs, along with the advantages that can be reaped from such standoffs. Interested in more info on how to: Earn More, Save More, and Retire Ea…
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Casey and Jarrod are joined by Kevin Rhoton, CPA and MBA, who brings his wealth of knowledge in accounting and tax planning to the table. Learn how proactive tax planning can mitigate risks, reduce tax liability, and ensure financial stability throughout the year. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming To…
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In 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 love and insightful advice, they explore the fine line between comfort and complacency. Join them as …
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Casey 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 a unique blend of motivation, inspiration, and practical knowledge. If you're looking to book speak…
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In 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 costs to identifying revenue leaks, this conversation is packed with valuable tips on keeping your prac…
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Join Casey Hiers and Jarrod Bridgeman as they look into successful dental practices. This episode explores the varying levels of success and the unique challenges that come with each plateau. From managing a growing team to handling the financial aspects of a thriving practice, listen in as they discuss navigating the waters of success without gett…
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In this episode, Casey and Jarrod discuss the seven critical financial metrics every dental practice owner must closely monitor. Knowing what to look for and how to avoid these financial traps can safeguard your practice and personal financial well-being. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates:…
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With March Madness on the horizon, Casey and Jarrod delve into the similarities between basketball and running a dental practice, highlighting how practice owners take on the dual roles of head coach and star player. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS page for info Faceboo…
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Feeling perplexed or uncertain about the ins and outs of a 401(k) and how it impacts you as the practice owner and your employees? Join Casey and Jarrod as they bring in Kal Owen, an associate financial planner from Four Quadrants, to dive into the world of 401(k)s and shed light on some of the recent changes that have taken place. Interested in mo…
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Courage is not just about facing fears, but also about embracing uncertainty and embracing challenges head-on. Join us as we uncover the power of courage in navigating the complexities of being a practice owner. 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: Fo…
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Join Casey and Jarrod this week as they sit down with Dr. Michael Taher to explore the intricate journey of taking over a family practice. Tune in as they discuss the ups and downs that come with an established practice and how it may not be as easy as one thought to just slide in and keep everything running smoothly. Interested in more info on how…
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Kevin Rhoton, MBA and CPA, joins Casey and Jarrod in this special episode to discuss ways that practice owners try to lower their taxes and how they may not be worth the time and effort. 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 Ins…
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In this exciting episode, join Casey and Jarrod as they delve into Four Quadrants clients' remarkable achievements from their first year and beyond. Discover the incredible success stories that have unfolded over time and get inspired by their journey to greatness. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming T…
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In an engaging conversation, Casey and Jarrod delve into the fascinating intricacies of practice owners' mindsets that we have encountered nationwide for more than two decades. Discover the pivotal role courage plays in paving the path towards achieving remarkable success. Interested in more info on how to: Earn More, Save More, and Retire Early Up…
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In an engaging conversation, Casey and Jarrod join forces with CPA Kevin Rhoton to delve into the realm of Tax Basis. Uncover the mystery behind its significance and gain a deeper understanding of its implications. Discover why it's crucial to stay vigilant and keep a watchful eye on this crucial aspect. Interested in more info on how to: Earn More…
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In this episode, Casey and Jarrod tackle the issue some practice owners have of relating their poor cash flow to their tax problems. While fixing your tax situation is a good start there is an entire world of steps to get you on the right path to fixing your cash flow. Interested in more info on how to: Earn More, Save More, and Retire Early Upcomi…
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Join Jarrod as he welcomes the esteemed Kevin Rhoton, CPA, as this week's special guest to unravel the mysteries surrounding Shareholder Loans. Discover what they are, where to uncover their existence, and uncover the hidden downsides that make them so unfavorable. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming T…
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Join Casey and Jarrod on The Millionaire Dentist, igniting the start of 2024. Get ready to be captivated as they delve into the significance of returning from the holiday break with a resounding bang. 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 Quadrant…
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In this episode, Jarrod teams up with Steve Levy, a highly knowledgeable CPA and JD, to delve into the intriguing topic of BOI, also known as Beneficial Ownership Information. Discover what this crucial information means for you and your practice. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to o…
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Join Steve Levy, a highly skilled CPA and JD, as he teams up with Jarrod in this exclusive episode of the Millionaire Dentist. Together, they delve into the world of taxes and provide valuable insights for practice owners like you who want to stay ahead before the year comes to a close. Interested in more info on how to: Earn More, Save More, and R…
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Join Casey and Jarrod in this captivating episode as they delve into the topic of change, exploring its impact on personal growth and professional development. Discover why change can bring about positive and negative outcomes, and uncover why so many individuals are hesitant to embrace it. Interested in more info on how to: Earn More, Save More, a…
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In this episode, Casey and Jarrod delve into the spirit of Thanksgiving as they explore the various subjects and ideas that practice owners may find themselves grateful for, even in the face of seemingly negative outcomes. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS page for info F…
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As we approach 2024, the IRS has wasted no time revealing its latest retirement plan limit updates. Renowned expert Steve Levy, CPA and JD, teams up with host Jarrod Bridgeman to analyze these new limits and shed light on their implications for practice owners. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour …
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Joining Jarrod on this episode is Jason Smith, the brilliant mind behind Four Quadrants Advisory. Get ready to delve into his innovative investment methods that thrive even in the face of a volatile market. Learn how we strive to protect our clients' assets. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dat…
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How often do you find yourself networking with other practice owners in your area, only to be bombarded with complaints about staff? Have you ever caught yourself doing the same? It's tempting to brush off the real issues your practice faces by simply blaming the staff, but Casey and Jarrod are here to delve into the heart of the matter. They discu…
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In this episode of the Millionaire Dentist Podcast, hosts Casey Hiers and Jarrod Bridgeman discuss their upcoming CE course in Orlando, Florida. They emphasize the importance of mastering the business side of dentistry and how their course can help dentists overcome challenges in practice ownership. Interested in more info on how to: Earn More, Sav…
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Are your insurance adjustments causing you concern? What about your overhead costs and employee salaries? Have you been feeling overwhelmed by how high everything seems lately? Join Casey and Jarrod as they delve into these aspects and more, exploring how they can leave practice owners feeling defeated. Interested in more info on how to: Earn More,…
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In this episode, Casey and Jarrod delve into the importance of continuing education (CE) and shed light on the fact that not all courses are of the same caliber. Discover invaluable insights on how to discern classes that truly add value to your time and efforts. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tou…
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In this enlightening episode, Casey and Jarrod delve into the various justifications that practice owners often use to rationalize their financial underperformance. Join them as they explore the excuses that are commonly employed to explain this phenomenon. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Date…
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Joining Casey and Jarrod on this episode of The Millionaire Dentist is none other than Kevin Rhoton, a highly acclaimed CPA and MBA. Together, they delve into the intricate world of entity structure, taxes, and how these vital elements interconnect to either bolster or burden your financial standing. Get ready to uncover the secrets that can make a…
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Casey makes a triumphant return from Houston to engage in an intriguing discussion with Jarrod. Together, they delve into the fascinating realm of psychology, uncovering the underlying reasons why certain practice owners feel compelled to put on a show in group settings. Interested in more info on how to: Earn More, Save More, and Retire Early Upco…
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Casey and Jarrod, the dynamic duo of dental knowledge and entertainment, reunite once again to deliver the latest and juiciest updates from the world of dental continuing education (CE) and events. With their unrivaled passion and expertise, they dive deep into the industry's hottest topics. Brace yourself for an exhilarating journey as they take y…
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Are your dental practice's systems and processes causing you to lose money and your peace of mind? From clinical work to staff management to financials, the importance of efficient and reliable systems cannot be overstated. Listen and Casey and Jarrod dive into this all-to-important topic. Interested in more info on how to: Earn More, Save More, an…
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Casey makes a triumphant comeback from St. Louis, ready to delve into a captivating discussion with Jarrod about the remarkable parallels between successful venues and dental practices. 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 Inst…
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