Casey and Jarrod explore the rich tapestry of rewards that extend far beyond finances for clients on the Four Quadrants path. Uncover the profound impact on relationships, health, and overall fulfillment that emerges as individuals progress through the initial stages. Learn how prioritizing holistic well-being can lead to a life that is not just richer in wealth, but also in purpose and contentment. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go...
Oct 27, 2021•13 min•Ep. 93
Stacy Phillips CFP® joins Casey and Jarrod to discuss the upsides and downsides of insurance plans. Hear from the experts about how removing certain plans can benefit your practice in more ways than one. 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 21, 2021•16 min•Ep. 92
Casey and Jarrod discuss the importance of marketing to get new patients, but after that what keeps them coming back? Working on ways to improve patient retention is a more important goal than dumping money into marketing. 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 14, 2021•13 min•Ep. 91
Steve Levy, CPA, stops by for a quick update on what the 4th Phase of HHS brings. Casey and Jarrod learn a thing or two and ask the questions every practice owner needs the answers to. 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 06, 2021•15 min•Ep. 90
The most elite golfers in the world need a team to support them and so do practice owners. Casey and Jarrod discuss the Ryder Cup and how practice owners need a supportive team of their own. Learn how a great team can help you master the business side of dentistry. 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...
Sep 29, 2021•12 min•Ep. 89
It's Football Season and that means time for fantasy football. Is there a way to connect how fantasy football works to how a dental practice operates? Casey, Jarrod, and Special Guest and CFP Stacy Phillips find a way. 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...
Sep 22, 2021•14 min•Ep. 88
Discover the secrets to unlocking your practice's full potential in this engaging episode with Jarrod and Casey. By addressing the fundamental questions posed by Four Quadrants Advisory, practice owners can gain clarity on their unique strengths, weaknesses, opportunities, and threats. Learn how to leverage this knowledge to optimize your operations, enhance patient care, and achieve sustainable growth. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates...
Sep 15, 2021•11 min•Ep. 87
Casey and Jarrod navigate the transformative journey of perception within dentistry. They discuss how attitudes towards the profession evolve from the early days of education to the realities of owning and managing a dental practice. By sharing their own experiences and observations, they offer a unique perspective on the changing landscape of dentistry and the personal growth it entails. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to our EVE...
Sep 08, 2021•13 min•Ep. 86
Join Casey and Jarrod as they uncover the hidden culprits behind the aches and pains of dental practices. By diagnosing these issues accurately, they emphasize the significance of targeting the root causes rather than just treating the symptoms for long-term success. 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...
Aug 25, 2021•15 min•Ep. 85
Casey and Jarrod sit down with Steve Levy, a seasoned CPA from Four Quadrants, to bring you the latest updates on the Paycheck Protection Program (PPP), Health and Human Services (HHS) relief efforts, Employee Retention Credit (ERC), and Economic Injury Disaster Loan (EIDL) statuses. Tune in to stay informed on how these programs are evolving and how they can impact your business during these challenging times. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming To...
Aug 18, 2021•18 min•Ep. 84
What is EBITDA? And why are people talking about it? Casey and Jarrod break it down and explain how it's important but not the most important thing to keep track of 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 Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...
Aug 12, 2021•13 min•Ep. 83
In this episode, Casey and Jarrod are joined by Toby Hampp and John Malone. They discuss the 3 top things that can add stress to the life of a dentist. Listen to find out ways that you can alleviate these issues. 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...
Aug 05, 2021•15 min•Ep. 82
Casey and Jarrod are joined by Toby Hampp, a Four Quadrants Representative, to discuss how dentists are so capable with their hands when it comes to the chair but still let money slip through their fingers. 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...
Jul 28, 2021•15 min•Ep. 81
Casey and Jarrod unravel the mysteries behind dental conventions and their impact on the profession. From highlighting key takeaways to sharing memorable moments, listeners are taken on a journey through the exciting world of dental expos. Tune in as they discuss how these conventions foster innovation, collaboration, and professional growth within the dental community. 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...
Jul 21, 2021•14 min•Ep. 80
Casey and Jarrod welcome Colt Smith, Senior Tax Accountant at Four Quadrants, to discuss what you should consider when setting your salary as a practice-owning dentist. Find out if you're paying yourself appropriately. 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...
Jul 14, 2021•16 min•Ep. 79
The COO of Four Quadrants Advisory, Brogan Baxter, joins Casey and Jarrod to discuss fee-for-service practices and breaking the insurance cycle. Are you ready to start maximizing the profits of 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 Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...
Jul 07, 2021•19 min•Ep. 78
Have you ever had a patient that you feel yourself dreading every time you see them on the schedule? More patients mean more money in your pocket but sometimes a particular patient isn't worth your time and effort. It's ok to fire a patient. Casey and Jarrod are joined by Toby Hampp, a National Sales Rep for Four Quadrants, to discuss when and how to fire a patient.
Jun 23, 2021•14 min•Ep. 77
Buying or selling a dental practice is not just a financial transaction; it's also an emotional journey. Join Casey and Jarrod in this episode as they explore the emotional challenges that practitioners may face. From dealing with stress and uncertainty to maintaining a positive mindset, this episode offers practical advice and strategies to support your emotional well-being throughout the transition process. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour...
Jun 17, 2021•17 min•Ep. 76
Casey and Jarrod are joined by Certified Financial Planner, Stacy Phillips, to discuss the hierarchy of needs in a dental practice. Everything starts with the practice, especially cash flow and bank accounts. 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...
Jun 09, 2021•16 min•Ep. 75
Join hosts Casey and Jarrod as they delve into the intriguing world of why practice owners are constantly seeking growth. From the desire for financial success to the pursuit of personal fulfillment, this episode uncovers the underlying psychology behind the urge to expand businesses. 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 Quadr...
Jun 01, 2021•14 min•Ep. 74
How many times have you asked for specific advice from your advisory team and received a wimpy, half-hearted answer in return that really didn’t answer your question? These chicken sh*t answers when you need it most can be frustrating and occurs to many dentists. Why is that? Listen to today’s pod to learn 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: @fourquadrantsa...
May 19, 2021•16 min•Ep. 73
Casey and Jarrod delve into acknowledging personal growth after overcoming challenges. As they share their experiences of navigating tough times, they highlight the significance of staying mindful and not reverting to old habits even when things seem to be going well. Listeners are encouraged to embrace change and continue pushing themselves forward to prepare for the next chapter in their lives. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to...
May 12, 2021•14 min•Ep. 72
Join Casey, Jarrod, and special guest Stevy Levy, a seasoned CPA and JD from Four Quadrants, as they break down the Employee Retention Credit. Unpacking its importance and potential advantages for employers, this episode provides practical tips on how businesses can access and utilize this credit effectively. 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: @fourquadrantsadvi...
May 06, 2021•15 min•Ep. 71
Having spoken to hundreds of dentists and specialists, we have seen three common frustrations that affect practice owners. Casey and Jarrod break each one down and discuss ways you can alleviate these issues and lessen your stress. 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...
Apr 28, 2021•14 min•Ep. 70
Even the smartest people still make dumb mistakes. Casey and Jarrod talk about 4 common dumb things dental practice owners do that hurt their income and retirement savings. Do you find yourself doing these same things? 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...
Apr 21, 2021•16 min•Ep. 69
Casey and Jarrod discuss the psychology of practice owners focusing on the transformative power of mindset. They explore how one's perspective and beliefs can impact their actions and ultimately determine their level of success. Through engaging conversations and thought-provoking insights, they guide listeners on cultivating a positive and growth-oriented mindset to propel their businesses forward. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go...
Apr 14, 2021•14 min•Ep. 68
Casey and Jarrod are more than ecstatic to see warmer temps finally starting to show up. In this episode, they discuss the first quarter of 2021 and what they hope to see in the near future as the year continues. 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...
Apr 07, 2021•15 min•Ep. 67
Casey and Jarrod welcome Stacy Phillips, a Certified Financial Planner and Analyst, to discuss all things retirement. No matter your age you should start thinking ahead. 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 31, 2021•18 min•Ep. 66
Casey and Jarrod welcome Will Taylor, Financial Planner & Analyst, to discuss common ways to reduce overhead in a dental practice. If you are battling to capture more money in your practice, this episode is for you. 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 25, 2021•16 min•Ep. 65
Join Casey and Jarrod in an engaging conversation with Steve Levy, a highly experienced CPA and JD at Four Quadrants, as they explore the dynamic world of accounting in our latest podcast episode. Steve breaks down the key distinctions between a reactive and a proactive CPA, highlighting the proactive strategies that can help businesses thrive in today's competitive landscape. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS page for...
Mar 17, 2021•17 min•Ep. 64
