Many 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 truly coaches? Tune in to learn why taking an active role, asking tough questions, and demanding a higher standard from your advisors isn't just smart—it's essential for achieving your financial goals and securing an earlier retirement. Discover the p...
Jun 26, 2025•21 min•Ep. 243
Join 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 crucial areas can cost practitioners millions over their careers. Casey and Jarrod pull back the curtain on their selective process for partnering with dentists, emphasizing the commitment needed to truly transform both practice and personal wealth. Inte...
Jun 19, 2025•17 min•Ep. 242
Ever 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 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 t...
Jun 04, 2025•17 min•Ep. 241
Host 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 crises. They discuss the immense financial and emotional toll on dentists and how reducing overhead can create crucial financial flexibility. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS ...
May 21, 2025•26 min•Ep. 240
Feeling 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, solution-oriented approach for real business and financial growth in 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 Facebook: Four Quadrants Advisory Ins...
May 14, 2025•14 min•Ep. 239
Is 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 how emotional connections can cloud judgment, hurt your bottom line, and when it's time to make tough calls for the financial health of your practice. Interested in more info on how to Earn More, Save More, and Retire Early Upcoming Tour Dates: Go t...
May 08, 2025•16 min•Ep. 238
Is 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 tailored to your unique goals, highlighting diversification as key to managing risk. Learn why investing for the long term is crucial to beat inflation and avoid costly panic selling during downturns. Tune in for practical insights on protecting and growi...
May 01, 2025•25 min•Ep. 237
Hosts 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 proactive planning is essential for navigating these inevitable disruptions. 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: @...
Apr 17, 2025•16 min•Ep. 236
Join 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 deadlines (usually April 15th), and why quarterly estimated payments are crucial to avoid big bills later. Tune in for actionable advice for confident tax management. Interested in more info on how to Earn More, Save More, and Retire Early Upcoming Tour Da...
Apr 10, 2025•17 min•Ep. 235
Ready 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 down why patient education is your key to growth, not a source of fear. 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: @fourquad...
Apr 03, 2025•17 min•Ep. 234
Fresh 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. Discover why seeking experienced advisors and adopting a holistic approach are essential for building a sustainable and profitable practice and overcoming the resistance to change that can hold dentists back. Interested in more info on how to: Earn More,...
Mar 26, 2025•21 min•Ep. 233
From 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 multi-millionaire status. 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...
Mar 06, 2025•14 min•Ep. 232
Before 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 operations and financials in order, avoid costly "backwards" decisions, and leverage expert advice from accountants and advisors to build a sustainable and profitable practice. Interested in more info on how to: Earn More, Save More, and Retire Early ...
Feb 27, 2025•14 min•Ep. 231
The 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 how to align investment strategies with your goals, avoid conflicts of interest, and access resources to build a thriving, financially secure future. Tune in and take control of your success! Interested in more info on how to: Earn More, Save More,...
Feb 19, 2025•15 min•Ep. 230
Dentists: 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 with your finances, and the importance of planning for potential uncertainties. Build a secure financial future! 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: F...
Feb 12, 2025•14 min•Ep. 229
Are 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 rules around gifts and charitable donations. Kevin also covers mileage tracking and stresses the importance of proactive, year-round tax planning with a trusted CPA. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming To...
Feb 06, 2025•18 min•Ep. 228
This 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 the years leading up to retirement to maximize sale proceeds and secure a comfortable future. 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 Advi...
Jan 30, 2025•14 min•Ep. 227
Dental 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 EBITDA, DSO multiples, and more. 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 Quadra...
Jan 16, 2025•18 min
Dentists, 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 need to get your financials in order. We'll explore solutions and highlight resources to help you thrive. 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 Q...
Jan 09, 2025•13 min•Ep. 225
'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) limits. Plus, we'll share advice on equipment purchases and promote upcoming educational events. 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 Advis...
Dec 12, 2024•23 min•Ep. 224
Unexpected 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 Quadrants Advisory team. 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...
Dec 05, 2024•20 min•Ep. 223
This 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 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...
Nov 20, 2024•18 min•Ep. 222
In 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 enrollment in retirement plans, and later RMDs. Plus, we'll discuss the new 529 to Roth IRA rollover, and how to work with financial advisors to maximize your retirement savings. Don't miss this essential episode to secure your financial future! Interested in...
Nov 06, 2024•19 min•Ep. 221
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 Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...
Oct 31, 2024•20 min•Ep. 220
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 and start taking action. 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...
Oct 03, 2024•14 min•Ep. 219
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 planning can help you avoid surprises and maximize your deductions. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming T...
Sep 25, 2024•15 min•Ep. 218
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, and Retire Early Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: F...
Sep 19, 2024•20 min•Ep. 217
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, stay focused on your path, and create a fulfilling dental career that aligns with your values. Interested in more info on how to: Earn More, Save More...
Sep 11, 2024•15 min•Ep. 216
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 dental risk-taking! Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS page for info Fac...
Sep 04, 2024•17 min•Ep. 215
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 Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advi...
Aug 21, 2024•18 min•Ep. 214
