Best Four Quadrants Advisory Podcasts (2024)

1
Financial Foresight – Regrets in Financial Planning 12:07

2d 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

15d 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

20d 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

28d 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

1M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

4M 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

5M 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

5M 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

5M 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

5M 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…

1
Confused about Cash Flow and Tax Issues in Your Practice? 11:20

6M ago11:20

11:20

In this episode, Casey and Jarrod tackle the issue some practice owners have of relating their poor cash flow to their tax problems. While fixing your tax situation is a good start there is an entire world of steps to get you on the right path to fixing your cash flow. Interested in more info on how to: Earn More, Save More, and Retire Early Upcomi…

1
Dive into the Secret World of Shareholder Loans in Dentistry 13:44

6M ago13:44

13:44

Join Jarrod as he welcomes the esteemed Kevin Rhoton, CPA, as this week's special guest to unravel the mysteries surrounding Shareholder Loans. Discover what they are, where to uncover their existence, and uncover the hidden downsides that make them so unfavorable. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming T…

1
Start Your Dental Practice Off Strong in 2024 10:28

6M ago10:28

10:28

Join Casey and Jarrod on The Millionaire Dentist, igniting the start of 2024. Get ready to be captivated as they delve into the significance of returning from the holiday break with a resounding bang. 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 Quadrant…

1
Unveiling the Importance of Beneficial Ownership Information 12:35

7M ago12:35

12:35

In this episode, Jarrod teams up with Steve Levy, a highly knowledgeable CPA and JD, to delve into the intriguing topic of BOI, also known as Beneficial Ownership Information. Discover what this crucial information means for you and your practice. Interested in more info on how to: Earn More, Save More, and Retire Early Upcoming Tour Dates: Go to o…

1
Year-End Tax Wrap-Up for 2023 15:32

7M ago15:32

15:32

Join Steve Levy, a highly skilled CPA and JD, as he teams up with Jarrod in this exclusive episode of the Millionaire Dentist. Together, they delve into the world of taxes and provide valuable insights for practice owners like you who want to stay ahead before the year comes to a close. Interested in more info on how to: Earn More, Save More, and R…

1
Ch-Ch-Changes in Dentistry. For Better or Worse. 14:26

7M ago14:26

14:26

Join Casey and Jarrod in this captivating episode as they delve into the topic of change, exploring its impact on personal growth and professional development. Discover why change can bring about positive and negative outcomes, and uncover why so many individuals are hesitant to embrace it. Interested in more info on how to: Earn More, Save More, a…

1
As a Dentist and Practice Owner, What Are You Thankful For? 12:32

8M ago12:32

12:32

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 F…

1
IRS Retirement Plan Limit Changes for 2024 15:12

8M ago15:12

15:12

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 …

1
Investing in a Volatile Market with Special Guest Jason Smith, CEO & President 27:43

8M ago27:43

27:43

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 Dat…

1
Dental Practice Owners: Are You Owning Your Sh*t? 17:24

8M ago17:24

17:24

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 discu…

1
Top 5 Reasons to Attend a CE Course from Four Quadrants 11:16

8M ago11:16

11:16

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, Sav…

1
How Inflated Are Your Insurance Adjustments? 13:44

9M ago13:44

13:44

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,…

1
Not All Dental CE Is Created Equal 14:30

9M ago14:30

14:30

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 Tou…

1
Top 5 Excuses Dental Practice Owners Tell Themselves 12:54

10M ago12:54

12:54

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 Date…

1
Size Matters (When It Comes to Your Dental Practice Entity Structure) 21:45

10M ago21:45

21:45

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…

1
Practice Owner Distractions and Cocktail Party Talk 13:52

10M ago13:52

13:52

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 Upco…

1
The Current State of Dental CE and Events 13:25

11M ago13:25

13:25

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 y…

1
Are Faulty Systems and Processes in Your Practice Costing You? 13:55

11M ago13:55

13:55

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, an…

1
A Well-Oiled Dental Practice is Like the Perfect Venue 12:39

11M ago12:39

12:39

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 Inst…

1
Top 5 Tips on Cleaning Out Your Filing Cabinet. A Guide to Record Retention. 11:02

11M ago11:02

11:02

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. Inter…

1
What Can Cause High Overhead in a Dental Practice? 19:50

12M ago19:50

19:50

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…

1
Top Tips on Making Your Dental Practice Survive a Few Slow Months 11:05

12M ago11:05

11:05

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 R…

1
What If I'm Already Crushing It as a Dental Practice Owner? 13:45

12M ago13:45

13:45

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 lev…

1
3 Questions We Ask Every Dental Practice Owner 13:42

1y ago13:42

13:42

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 ou…

1
3 Most Common Reasons Why Dentists Can't Save Money 15:06

1y ago15:06

15:06

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…

1
The Importance of Quarterly Tax Estimates for Your Dental Practice 16:31

1y ago16:31

16:31

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,…

1
Ready to Start a F.I.R.E.: Financial Independence Retire Early 18:19

1y ago18:19

18:19

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:…

1
Is Your Hygiene Department Costing You Thousands? 11:58

1y ago11:58

11:58

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 Mo…

1
From Suspicion to Action: Handling Embezzlement Allegations in Your Dental Practice 15:41

1y ago15:41

15:41

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 …

Podcasts Worth a Listen

Four Quadrants Advisory Podcasts

Podcasts Worth a Listen

Quick Reference Guide