The Millionaire Dentist™

On this episode, hosts Casey Hiers and Jarrod Bridgeman tackle a topic many dentists would rather avoid: the unexpected death of a practice owner. They stress the critical need for proactive financial and estate planning, not just to protect your business but also to spare your loved ones from a complicated and stressful process. Jarrod and Casey emphasize the immense value of having a comprehensive team in place to manage both your personal and professional affairs. They share real-world examples of how their clients' foresight has protected their practices and families, ensuring a smooth transition during an otherwise difficult time. Tune in to learn how to secure your legacy and give your loved ones peace of mind. 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 "winger" flying by the seat of your pants, a "dabbler" drowning in information, or a "know-it-all" resistant to growth? In this insightful episode, hosts Casey Hiers and Jarrod Bridgeman break down the four distinct profiles of dental practice owners. Discover the characteristics of each type – from those who "wing it" with business management to the truly dedicated masters of their craft. Casey emphasizes the critical role of self-awareness, a strategic mindset, and a commitment to continual improvement in building a thriving 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

In this episode, host Jarrod Bridgeman sits down with financial experts Steve Levy and Brodie Hough to discuss a crucial distinction for any business owner: the difference between a proactive and a reactive CPA. They dive into what it means for a CPA to be proactive—actively monitoring your finances, staying ahead of tax law changes, and providing timely advice that saves you money. The trio shares real-world examples of how this approach can significantly benefit dental practices, from optimizing quarterly tax payments to strategically structuring major investments. Learn how to identify a CPA who will be a true partner in your practice's success, not just an annual tax preparer. 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 leaving millions on the table without even knowing it? In this can't-miss episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the silent killer of dental practice profitability: inaction. They reveal how ignoring things like high overhead and poor tax planning isn't just a minor oversight—it's a massive financial blunder that could cost you millions over your career. 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 Hiers and Jarrod Bridgeman as they discuss the often-overlooked challenges that can derail a dental practice owner's journey to financial freedom. While common pain points like staff management, cash flow, and insurance adjustments are discussed, this episode unearths the hidden hurdles that can be far more detrimental, from personal and family dynamics to a critical lack of alignment with spouses and staff. 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

Unpack the "Big Beautiful Tax Bill" with Steve Levy, CPA & JD, and Brodie Hough, CPA, and its profound impact on your dental practice. We'll simplify the tax cuts, the boosted State and Local Tax (SALT) deduction cap, the 100% permanent bonus depreciation for equipment, 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

Dental practice owners Dr. David Salomons and Dr. Adam Underwood share their transformative experiences partnering with Four Quadrants Advisory. Dr. Salomons, initially skeptical, credits the collaboration with accelerating his retirement. Dr. Underwood, a newer owner, valued comprehensive guidance from the start. Both dentists highlight how an external team handling business and finances freed them to focus on patient care and reduced stress. They advise other practice owners to seek expert guidance to achieve the next level of 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

Many dentists unknowingly fall into the trap of passive financial oversight, often relying on external teams who might be more reactive than proactive. This leads us to a critical question: Is your external team a bunch of cheerleaders, or are they truly coaches? Tune in to learn why taking an active role, asking tough questions, and demanding a higher standard from your advisors isn't just smart—it's essential for achieving your financial goals and securing an earlier retirement. Discover the power of a "coaching" approach from your financial team and how it can transform your practice's profitability. 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 Hiers and Jarrod Bridgeman as they reveal the surprising reason so many dentists flock to their events: the massive, yet often overlooked, financial and business side of dentistry. Learn how a lack of strategic planning in these crucial areas can cost practitioners millions over their careers. Casey and Jarrod pull back the curtain on their selective process for partnering with dentists, emphasizing the commitment needed to truly transform both practice and personal wealth. 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

Ever wondered what it really takes to elevate your dental practice to new heights? Hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on how Four Quadrants Advisory builds trust and delivers tangible results for dentists. Many dentists are wary of consultants, and for good reason. But Casey and Jarrod explain why Four Quadrants is different: they don't just offer generic advice. Instead, they dive deep into your practice's data and financials, only taking on clients they're confident they can significantly help. Discover how their unique engagement process focuses on boosting profitability, optimizing overhead, maximizing retirement savings, and mastering debt management. This isn't just about your practice; it's about transforming your personal finances and lifestyle too. 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

Host Jarrod Bridgeman and Brogan Baxter, COO of Four Quadrants Advisory, explore how the dental industry has transformed over 20 years. Once "elementary," challenges now include fierce competition, tech demands, dwindling insurance, and staffing crises. They discuss the immense financial and emotional toll on dentists and how reducing overhead can create crucial financial flexibility. 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

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