The Millionaire Dentist™ - podcast cover

The Millionaire Dentist™

Four Quadrants Advisorywww.fourquadrantsadvisory.com
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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Episodes

As a Dentist and Practice Owner, What Are You Thankful For?

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 Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...

Nov 30, 202313 minEp. 183

IRS Retirement Plan Limit Changes for 2024

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 Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...

Nov 21, 202315 minEp. 182

Investing in a Volatile Market with Special Guest Jason Smith, CEO & President

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 Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...

Nov 14, 202328 minEp. 181

Dental Practice Owners: Are You Owning Your Sh*t?

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 discuss how the success or failure of your practice ultimately begins and ends with you - the owner. Interested in more info on how to: Earn More, Save Mor...

Nov 09, 202317 minEp. 180

Top 5 Reasons to Attend a CE Course from Four Quadrants

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, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory Linke...

Nov 01, 202311 minEp. 179

How Inflated Are Your Insurance Adjustments?

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, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory L...

Oct 25, 202314 minEp. 178

Not All Dental CE Is Created Equal

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 Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...

Oct 12, 202315 minEp. 177

Top 5 Excuses Dental Practice Owners Tell Themselves

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 Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...

Sep 27, 202313 minEp. 176

Size Matters (When It Comes to Your Dental Practice Entity Structure)

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 significant impact on your wallet. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS pa...

Sep 20, 202322 minEp. 175

Practice Owner Distractions and Cocktail Party Talk

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 Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...

Sep 14, 202314 minEp. 174

The Current State of Dental CE and Events

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 you on an unforgettable adventure through the captivating world of dental CE and events. Interested in more info on how to: Earn More, Save More, and R...

Aug 30, 202313 minEp. 173

Are Faulty Systems and Processes in Your Practice Costing You?

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, and Retire Early Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four ...

Aug 16, 202314 minEp. 172

A Well-Oiled Dental Practice is Like the Perfect Venue

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 Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory...

Aug 09, 202313 minEp. 171

Top 5 Tips on Cleaning Out Your Filing Cabinet. A Guide to Record Retention.

Join Jarrod and Steve Levy, a knowledgeable CPA and JD, as they delve into the fascinating realm of record retention. Discover the surprising truth that you don't need to hoard everything indefinitely. Don't miss out on the opportunity to enhance your knowledge by clicking the link below and accessing our convenient Guide to Record Retention. 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...

Aug 03, 202311 minEp. 170

What Can Cause High Overhead in a Dental Practice?

Casey and Jarrod explore the hidden costs contributing to high overhead in your dental practice. From inefficient processes to underutilized resources, they shed light on the often overlooked culprits behind this financial burden and offer practical solutions to address them. 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...

Jul 26, 202320 minEp. 169

Top Tips on Making Your Dental Practice Survive a Few Slow Months

Are you tired of your dental practice experiencing a slump during certain months every year? Discover expert tips from Casey and Jarrod on how to overcome this challenge and find relief. They will share tried and tested methods that will alleviate the pain and help your practice 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 Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Qua...

Jul 19, 202311 minEp. 168

What If I'm Already Crushing It as a Dental Practice Owner?

You are the proud owner of your own thriving practice. You're not just doing well, you're excelling beyond measure. You might find yourself proudly proclaiming, "I'm absolutely dominating!" Raking in substantial profits, and enjoying a remarkable lifestyle - it's all within your grasp. However, ponder this thought: could there be an even higher level of success waiting to be unlocked? Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to our EVENTS ...

Jul 14, 202314 minEp. 167

3 Questions We Ask Every Dental Practice Owner

Before we even start the process of looking into a practice's finances, we ask 3 simple but possibly hard-to-answer questions. Casey and Jarrod go over each question, the purpose behind them, and why they are so important to all parties involved. 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 28, 202314 minEp. 166

3 Most Common Reasons Why Dentists Can't Save Money

Do you find it hard to save money the right way or at all? You're not alone. This is a common issue in the dental community. Casey and Jarrod discuss a few of the most common reasons why dentists are unable to save. 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 21, 202315 minEp. 165

The Importance of Quarterly Tax Estimates for Your Dental Practice

Hosts Casey and Jarrod welcome special guest Kevin Rhoton, a seasoned CPA and MBA, to delve into the world of quarterly tax estimates. Listeners will gain valuable insights into why these estimates are crucial for practice owners, how to calculate them accurately, and common pitfalls to avoid 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: Fo...

Jun 15, 202317 minEp. 164

Ready to Start a F.I.R.E.: Financial Independence Retire Early

When you find an excellent external financial advisory team, you can get yourself onto a path of financial freedom. The earlier you do that, the better. Casey and Jarrod discuss how clients of Four Quadrants have the ability to retire when they want and still be able to afford the lifestyle they are accustomed 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: @fourquadrant...

Jun 08, 202318 minEp. 163

Is Your Hygiene Department Costing You Thousands?

Join Casey and Jarrod as they delve into the often-overlooked goldmine of your hygiene department. Discover how optimizing your hygiene processes can unlock potential profits you never knew existed. Don't miss out on this eye-opening episode that could transform 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:...

May 24, 202312 minEp. 162

From Suspicion to Action: Handling Embezzlement Allegations in Your Dental Practice

The 'E' word. Embezzlement. A larger number of practices are victim to this than you might think. Casey and Jarrod walk through what you should do if you suspect a staff member of stealing. 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...

May 10, 202316 minEp. 161

The Razzle Dazzle of DSOs

Back from traveling across the country to multiple dental shows, 4Q's Chad Tothero talks to Casey and Jarrod about how DSOs try to pull out all the stops for their booths. 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...

May 03, 202319 minEp. 160

Large Tax Surprises Got You Down? Top Tips from a CPA

Tax day came and went. Did you owe or receive over $10,000 when everything was filed? If so, there is a better way. CPA Kevin Rhoton joins Jarrod to discuss tax surprises, how to help prevent those, and to explain how you can double-check your CPA with a complimentary tax assessment. 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...

Apr 26, 202315 minEp. 159

Time to Spring Clean Your Practice Finances

Spring is in the air. It's that time of year when temperatures can fluctuate 40 degrees in a day. It's also that time of year when people open their windows and do some deep cleaning. In this episode, Casey and Jarrod discuss spring cleaning and how that relates to your practice 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 Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Q...

Apr 20, 202310 minEp. 158

Are Tax Extensions a Good Idea for Your Practice?

Tax returns are due on April 18th of this year. Have you finished yours? If they're not ready, you may want to apply for a tax extension. CPA Steve Levy joins Jarrod to discuss the good, the bad, and the reasons why extending may make sense. 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 13, 202314 minEp. 157

Finding Your Financial Match: Key Traits of a Trustworthy Planner

CFP® Stacy Phillips explains to Casey and Jarrod the differences between an investment advisor and a financial planner, what to look for in a financial planner, and what red flags you need to check on. 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 04, 202317 minEp. 156

The Silicon Valley Bank Hullabaloo

In this episode of The Millionaire Dentist™, Casey Hiers and Jarrod Bridgeman are joined by CFP® Colin Holmes to help explain why Silicon Valley Bank has been making headlines lately. 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 29, 202316 minEp. 155

Beyond the Chair: Exploring the Factors Behind Dentists' Extended Careers

Join hosts Casey and Jarrod as they delve into the surprising world of retirement ages, focusing on the unique case of dentists. In this episode, they uncover the intriguing fact that the average retirement age for dentists is significantly higher than the national average. Discover the reasons behind this disparity and its implications on the dental profession. 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:...

Mar 22, 202315 minEp. 154
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