Best Four Quadrants Advisory Podcasts (2025)

1
Unlock Your Practice's Potential: Ditching Ego & Doubt 13:38

2d ago13:38

13:38

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 i…

1
Are Your Advisors Costing You Millions? The Power of Objective Relationships 16:27

8d ago16:27

16:27

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 tou…

1
Riding the Waves: How Savvy Dentists Navigate Market Volatility 25:16

16d ago25:16

25:16

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 …

1
Life's Curveballs & Practice Pitfalls: Are You Prepared? 15:34

30d ago15:34

15:34

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 in…

1
Tax Time Tactics: Extensions, Payments, & Contributions 17:02

1M ago17:02

17:02

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.…

1
Stop Avoiding, Start Succeeding: Essential Habits of Millionaire Dentists 17:16

1M ago17:16

17:16

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 ho…

1
From Hinman to Your Practice: Mastering Overhead, Insurance, and Cash Flow 21:25

2M ago21:25

21:25

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 …

1
Create Your Own Cinderella Story: Building Your Dental Practice Beyond the Buzzer 14:24

2M ago14:24

14:24

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 To…

1
Backwards Decisions: Why Your Dental Practice Growth Might Be Failing 14:00

3M ago14:00

14:00

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 fr…

1
Four Financial Factors: The Key To Practice Advising 14:39

3M ago14:39

14:39

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 resour…

1
Decoding Social Security: A Dentist's Guide to Maximizing Retirement Income 14:20

3M ago14:20

14:20

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 finan…

1
Maximize Your Dental Practice Tax Savings: Expert Strategies with CPA Kevin Rhoton 17:38

3M ago17:38

17:38

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 impo…

1
Retirement Dilemma: Balancing Slowdown with Success 13:33

4M ago13:33

13:33

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. Inter…

1
DSOs: Friend or Foe? 17:58

4M ago17:58

17:58

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 Reti…

1
Back to Life, Back to Reality 12:50

4M ago12:50

12:50

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 …

1
Holiday Cheer and Tax Year Fear: Navigating Year-End Tax Strategies 23:16

5M ago23:16

23:16

'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. Intere…

1
Tax Troubles and Unexpected Expenses: Protect Your Dental Practice 19:40

5M ago19:40

19:40

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 Upco…

1
Decisions, Decisions: How Your Choices Shape Your Practice 18:13

6M ago18:13

18:13

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 …

1
New Government Regulations Will Impact 401Ks and Employees 18:39

6M ago18:39

18:39

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…

1
Dental Dilemma: Navigating the High Cost of Hygienists 19:59

7M ago19:59

19:59

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 …

1
Navigating Business Models in Dentistry 14:17

8M ago14:17

14:17

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…

1
Tax Planning for Dentists: Avoiding Surprises and Maximizing Deductions 15:15

8M ago15:15

15:15

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…

1
The Jaded Dentist: Finding a Path to Renewal 19:47

8M ago19:47

19:47

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…

1
Defining Your Dental Destiny: What Matters Most? 14:57

8M ago14:57

14:57

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, …

1
Diving into the Deep End: Taking Calculated Risks in Dentistry 16:40

8M ago16:40

16:40

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…

1
Navigating Tough Times: Firing Patients and Staff in Dental Practices 18:26

9M ago18:26

18:26

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…

1
Keep Things Simple: Avoiding Common Accounting Pitfalls 19:14

9M ago19:14

19:14

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 …

1
All That Glitters Isn't Gold 12:11

9M ago12:11

12:11

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…

1
Dentistry Demystified: Choosing Your Dream Practice 17:54

10M ago17:54

17:54

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…

1
Financial Foresight – Regrets in Financial Planning 12:07

10M ago12:07

12:07

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…

1
Schemes Unveiled: Insider Tips from Tax Professionals on Staying Safe 21:35

11M ago21:35

21:35

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…

1
Unmasking Ownership: The Power and Purpose of Beneficial Ownership Reporting 15:13

11M ago15:13

15:13

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…

1
Top Tips for Hiring in Your Dental Practice: Finding the Perfect Fit 18:17

11M ago18:17

18:17

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…

1
Commitment Counts: Why Consistency in Financial Planning Matters 10:57

12M ago10:57

10:57

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…

1
Scaling Down Stress: Dentists and the Fear of Taking Time Off 15:31

12M ago15:31

15:31

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 …

1
When a Dentist Needs to Stand Up for Themselves 13:09

1y ago13:09

13:09

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…

1
Why Every Dentist Needs to Understand Quarterly Tax Estimates 20:59

1y ago20:59

20:59

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…

1
Finding Fulfillment: When Being Part of the Game or Running a Practice is Your World 14:14

1y ago14:14

14:14

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 …

1
Four Quadrants' CE Presentations - More Than Just Credits 22:26

1y ago22:26

22:26

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…

1
7 Essential Accounting Metrics to Track for Practice Owners 16:02

1y ago16:02

16:02

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…

1
Navigating Success in Dentistry 17:56

1y ago17:56

17:56

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…

1
7 Numbers Every Practice Owner Needs to Know 18:24

1y ago18:24

18:24

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:…

1
Practice Owners: The Head Coaches & The Star Players 15:14

1y ago15:14

15:14

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…

1
Tips on Navigating the World of 401(k)s 23:29

1y ago23:29

23:29

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…

1
Will You Be Ready When the Chickens Come Home to Roost? 14:37

1y ago14:37

14:37

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…

1
Being a New Dental Practice Owner Creates New Problems with Special Guest Dr. Michael Taher 29:05

1y ago29:05

29:05

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…

1
Chasing Down Tax Deductions May Cost You 16:57

1y ago16:57

16:57

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…

1
The Successes of Year One, Year Five, and Beyond! 16:31

1+ y ago16:31

16:31

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…

1
The Practice Owner Mindset: Be Courageous! 16:51

1+ y ago16:51

16:51

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…

1
We Cover All the Bases on Tax Basis 25:05

1+ y ago25:05

25:05

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…

Podcasts Worth a Listen

Four Quadrants Advisory Podcasts

Podcasts Worth a Listen