Summer is here which means cookouts, pools, and heat. Casey and Jarrod discuss things dentists can do when the 'heat' is on in their practice. Tune in to find 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 Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...
Join host Jarrod as he sits down with Steve Levy, CPA, and Colt Smith, Senior Tax Accountant, to delve into the world of family employment within dental practices. In this episode, you'll learn how hiring your child can not only benefit your practice but also provide valuable tax advantages. Discover the strategies and considerations that can help you optimize your tax situation while fostering a family-oriented work environment. Interested in more info on how to: Earn More, Save More, and Retir...
In this episode, hosts Casey and Jarrod sit down with special guest Dr. Grace Yum, the esteemed Founder & CEO of Mommy Dentists in Business. Together, they delve into the intricacies of achieving work-life balance, sharing personal anecdotes and expert insights on why this equilibrium is crucial for overall well-being. Tune in for practical tips on managing professional responsibilities while nurturing personal relationships and self-care. For more information about Mommy Dentists visit: Mom...
Join hosts Casey and Jarrod as they delve into the essential considerations for anyone looking to acquire a dental practice. From financial planning to understanding the market, this episode covers the core aspects you need to think about before taking the plunge. 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...
In this episode, Casey and Jarrod discuss the parallels between taking risks in horse racing and managing a dental practice. While a long shot may have won the Derby, the same strategy doesn't always pay off in business. We'll explore the importance of making calculated decisions in your dental practice, avoiding unnecessary risks, and building a solid foundation 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...
Join hosts Jarrod and Casey as they delve into the Business Personal Property Tax with special guest Steve Levy, CPA & JD. Discover the ins and outs of this tax and how it can impact your business operations and finances. Gain valuable insights on navigating this often complex area of taxation to ensure you maximize your savings while staying compliant. 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...
Casey and Jarrod welcome Josh Smith, Co-Owner and COO of DCS (Dental Claim Support), to discuss insurance, insurance adjustments, and how managing them is vitally important to your practice and bottom dollar. Learn More About Dental Claim Support 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...
Jarrod is joined by special guest Jason Smith, Founder, CEO, and President of Four Quadrants Advisory to discuss how PPO plans can hurt your business and how to get out of them without killing 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...
Join hosts Casey and Jarrod as they delve into the exciting yet complex decision of bringing a partner into your dental practice. Discover the advantages of sharing responsibilities, resources, and expertise with another dentist, and the potential pitfalls and challenges that may arise. Whether you're considering a new partnership or already have one in place, this episode offers valuable insights to help you navigate the dynamics of a dental practice partnership. Interested in more info on how ...
Are you tired of your external team only telling you what they think you want to hear? Or maybe they don't really give you any answers or advice. Casey and Jarrod discuss what signs may be out there that should influence you to reach out to a new 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...
In this episode, hosts Casey and Jarrod delve into the unexpected parallels between two seemingly unrelated fields - basketball and dentistry. From the precision required for a perfect jump shot to the meticulous attention to detail needed for a successful root canal, they explore how both disciplines demand skill, strategy, and teamwork. 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...
Join Casey, Jarrod, and special guest Steve Levy, CPA & JD, in a candid discussion about the real consequences of tax surprises. From penalties and interest to strained finances, the team sheds light on how bad a tax surprise can be for individuals and businesses. Learn key strategies to stay proactive and informed when managing your tax obligations. 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 Qu...
Casey and Jarrod shift the focus to long-term considerations involved in selling your practice to a DSO. They explore the impact on patient relationships, staff dynamics, and the overall ethos of the practice post-acquisition. By weighing the pros and cons of such a decision, they equip listeners with the knowledge needed to make a well-informed choice. 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 Qua...
Casey and Jarrod discuss the upcoming dental CE tour where Four Quadrants will be visiting several cities across the US. If you want to Earn More, Save More, and retire early, you do not want to miss this episode. 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...
Join Casey, Jarrod, and Stacy Phillips, CFP®, in this enlightening episode as they unpack the importance of early planning for practice transitions. From understanding the financial implications to mapping out a strategic roadmap for the future, this conversation covers key considerations for practitioners of all levels. Discover why foresight and preparation are the keys to a seamless transition. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go t...
Get ready for an enlightening discussion as Casey & Jarrod chat with Christopher Howard. With a deep understanding of the intricacies of the field, Christopher sheds light on the latest trends and developments impacting dentists today. 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...
Casey and Jarrod return this week with Dr. Brent Habecker. Dr. Habecker discusses why he decided he needed to change up his external finance team and how things have gotten better since the switch. 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...
Casey and Jarrod are joined by Dr. Brent Habecker. Dr. Habecker owns a practice in Michigan and is highly successful. As a younger dentist, whose dad is also a dentist, he talks about how things are different now for people coming up through school. 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...
It's a new year and yet again there have been some changes made for retirement and social security. CPA Steve Levy joins Casey and Jarrod to discuss the Cost of Living Adjustments (COLA) for 2022. 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...
While every business and practice may have some issues, some are harder than others to admit. Casey and Jarrod discuss 7 of the biggest things that practice owners have a hard time admitting to themselves. 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...
Casey and Jarrod present seven compelling reasons why upgrading your external team could be the game-changer you need. From enhancing efficiency to fostering innovation, they explore the benefits of surrounding yourself with the right people and resources. Don't miss out on this insightful discussion that could lead to transformative outcomes for you and your endeavors. 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...
In this episode, Casey and Jarrod shift their focus to future pain and what it entails. They examine how decisions made in the present can influence outcomes and potential sources of pain in the future. Through thought-provoking conversations and practical examples, the hosts explore strategies for mitigating future pain, emphasizing the significance of proactive planning and mindfulness in navigating life's challenges. Interested in more info on how to: Earn More, Save More, and Retire Early Up...
Join hosts Casey and Jarrod as they dive deep into the world of the Research Tax Credit with special guest Steve Levy, CPA & JD. Learn how this often overlooked tax credit can provide significant benefits for practice owners looking to maximize their financial resources. 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 Advis...
In this special 100th episode, hosts Casey and Jarrod dive into the intriguing topic of why 'boring' can be oh-so-sexy for practice owners. Join them as they explore the unexpected allure of sticking to the basics and the hidden benefits of embracing the mundane. Discover why simplicity and consistency might just be the secret ingredients to success in the world of business. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS page for i...
Join hosts Casey and Jarrod as they welcome special guest Stevy Levy, CPA & JD, to dive into essential year-end tax strategies. From maximizing deductions to capitalizing on tax credits, this episode offers practical advice for individuals and businesses looking to optimize their tax situation before the year closes. Don't miss out on these valuable insights that could save you money come tax time! Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates:...
Join Casey and Jarrod as they explore the crucial role of self-awareness in uncovering and overcoming the barriers that hinder progress and success. Through candid discussions and insightful anecdotes, they guide listeners on a journey towards recognizing their own limiting beliefs and behaviors, empowering them to take charge of their growth and propel themselves towards greater accomplishments. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to...
Casey is joined by Mollie and Cheri, the wives of two successful dental practice-owning partners. They discuss, from their perspective, how life was before and after partnering with Four Quadrants Advisory. 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...
Jarrod hired a fitness coach/nutritionist? Yes. It's true. Casey and Jarrod discuss the parallels between coaches and what Four Quadrants does and how it takes self-drive to make anything happen. 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...
Join Casey and Jarrod as they delve into the recent surge in the inflation rate. In this episode, they break down the factors that could have contributed to this unexpected rise and explore its potential implications for the future. Whether you're a seasoned economist or just someone curious about the impact of inflation on your daily life, this episode offers valuable insights and thought-provoking discussions. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming T...
Casey sits down with Steve Levy, a knowledgeable CPA, to delve into the world of practice owners operating as an S-Corp. Together, they unravel the intricacies of this business structure, shedding light on its advantages and potential pitfalls. Tune in as they explore how employee benefits factor into the equation, offering valuable insights for current and aspiring practice owners looking to optimize their operations and financial strategies. Interested in more info on how to: Earn More, Save M...
