The Millionaire Dentist™

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 Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

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

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 growing your wealth, even when markets are uncertain. 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

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: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

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

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: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

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, 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

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

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

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

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

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

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 Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

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 Quadrants Advisory

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 Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

'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 Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

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

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

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 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

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