Claim OwnershipThe Millionaire Dentist™
Subscribed: 56Played: 783
Subscribe
© Copyright Four Quadrants Advisory
Description
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.
265 Episodes
Reverse
What do a secret family chili recipe and a thriving dental practice have in common? More than you’d think. The team at Four Quadrants Advisory takes a break from the spreadsheets for a light-hearted look back at their recent company chili cook-off. But beneath the spice and the sourdough, there’s a deeper lesson about business ownership.In this episode, we dive into: Why the diversity in chili flavors mirrors the unique "ingredients" that make every dental practice different—and why you need a clear vision to make yours stand out, navigating the common stressors of practice ownership, from financial strain to the exhaustion of wearing too many hats, why even the best "chefs" in the dental world need coaching and expert advice to refine their results, and more.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Casey Hiers and Jarrod Bridgeman tackle the growing influence of Dental Service Organizations (DSOs), specifically their aggressive new recruiting tactics. From signing bonuses offered directly on hygiene school campuses to the shrinking talent pool for private practices, Casey and Jarrod discuss what this means for your hiring strategy.Beyond staffing, the conversation shifts to the critical "Clinical vs. Business" divide, highlighting how even the most skilled clinicians often struggle to master the complexities of practice ownership. Casey and Jarrod explore the hidden leaks—such as poor tax management and unoptimized insurance adjustments—that cause high-production practices to leave significant income on the table.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Tax season officially kicks off on January 26th, and if you’re treating your filing as just a compliance chore, you’re likely leaving money on the table. In this episode, Jarrod Bridgeman, Kevin Rhoton (MBA, CPA), and Brodie Hough (CPA) sit down to dissect the evolving tax landscape for dental practice owners.The guys start by debunking the "Tax Bracket Myth"—the common fear that earning more will lead to a lower take-home pay due to higher rates—and explain how this misunderstanding might be sabotaging your practice’s growth.Whether you're looking to optimize your 2025 filings or set the stage for a more profitable 2026, this episode provides the roadmap to becoming a truly Millionaire Dentist.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
In this episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the external service providers managing your dental practice. While many practice owners assume their finances are in good hands, the reality is that "blind trust" can be a costly mistake.Casey and Jarrod identify the critical warning signs that your CPA or financial advisor might be operating on autopilot—or worse, providing subpar service that limits your growth.Whether you are a new owner or a veteran nearing retirement, this episode provides a checklist to ensure your advisors are actually working for you, not just for their own convenience.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
The holiday decorations are down, but for many dental practice owners, the "New Year’s Fog" is just setting in. Are you returning to the office feeling energized, or do you feel trapped in a repetitive cycle of burnout?In this episode, hosts Casey Hiers and Jarrod Bridgeman dive deep into the psychological and operational hurdles dentists face every January. They argue that "hope is not a strategy" and explain why relying on New Year’s resolutions often leads to the same stagnant results. Stop running in circles and start moving toward a defined exit strategy. Tune in to learn how to empower yourself and your staff for a record-breaking year.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
The holiday season often shines a spotlight on the heavy burden dental practice owners carry. Casey Hiers and Jarrod Bridgeman dive into why so many clinicians fall into a "Stockholm syndrome" mindset—feeling trapped by the belief that they must handle every business and clinical task themselves.The guys discuss how a lack of delegation leads to burnout and why being vulnerable about your professional challenges is actually the first step toward true profitability. They also challenge you to audit your inner circle: Is your CPA or accountant actually helping you grow, or are they just along for the ride?Forget vague resolutions. This episode focuses on strategic planning and making the incremental changes necessary to reclaim your time and boost your bottom line in the new year.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Near the end of the year, many practice owners scramble to buy new equipment just to lower their tax bill. But is that "last-minute" purchase actually hurting your bank account? In this episode, we break down why rushing into year-end spending can cripple your cash flow and how to navigate the complex rules of Section 179 deductions without getting flagged by the IRS.We also dive into the administrative "must-dos" that keep your practice compliant. We’ll discuss the current 1099 reporting requirements (and the upcoming relief in 2026), how to unlock tax-free reimbursements for home rentals and mileage, and the critical deadlines you cannot afford to miss this January.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
As the calendar turns to December, the temptation to slow down—or get lost in the holiday "noise"—is strong. But for the savvy dental practice owner, this month is a critical time for both defense and strategic planning.In this essential episode, we dive deep into the immediate steps you must take to protect your practice's financial health: we discuss closely monitoring overhead, optimizing insurance adjustments, and implementing smart tax management to maintain strong cash flow. Crucially, we also share actionable advice on prioritizing and planning ahead to successfully balance intense professional demands with your personal holiday commitments, preventing overwhelm and burnout.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Are you paying yourself what you’re worth, or is your practice managing you?In this episode of The Millionaire Dentist™, host Jarrod Bridgeman sits down with CPAs Kevin Rhoton and Brodie Hough from Four Quadrants Advisory to dismantle the "one-size-fits-all" approach to dental practice finances.Too many dentists rely on generic quarterly tax estimates, leading to cash flow crunches and nasty surprises at year-end. Kevin and Brodie explain why proactive tax management is the key to keeping more of what you earn. They dive deep into the strategies that separate struggling practices from profitable ones, including how to properly structure owner compensation and how to leverage 401(k) plans for massive tax savings.Upcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Are you a dentist or practice owner who's said, "I'll figure it out," or, "I can't lower my overhead"? In this candid episode, the hosts dive into the most common—and costly—phrases dentists use that hold them back from financial freedom and practice success.We discuss how a spouse's perspective can be the key to overcoming financial stress and the critical importance of defining your specific retirement timing and goals. Stop letting these phrases cost you time and money—it's time to build a clear, profitable plan.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Don't let fear and greed haunt your financial future! Just in time for Halloween, we're diving into the "tricks and treats" of smart investing. We'll unmask the emotional biases that can derail your decisions and emphasize why having a well-thought-out strategy is your best defense.Learn why diversification is the ultimate safety net against financial scares, how to spot and avoid those "get-rich-quick" schemes that go bump in the night, and how to maximize your wealth using tax-advantaged retirement accounts like 401(k)s. Finally, we'll give you a treat: tips for creating a clear plan for deploying your retirement savings so you don't overspend once you reach your financial finish line.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Is your dental practice truly prepared for a crisis? Whether it's a financial surprise, an IRS inquiry, a health issue, or key staff leaving, unexpected challenges are inevitable.Join us as we equip you with the knowledge to create bulletproof contingency plans, establish emergency funds and lines of credit, and organize your financial records for peace of mind. Learn how proactive planning doesn't just protect your practice—it helps you thrive and maximize its value for future growth or sale.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Ever wonder what really goes on in the minds of dentists considering a major practice overhaul? In this episode, your hosts pull back the curtain on the emotional journey they witness at their events. They share observations ranging from initial skepticism and hesitation to genuine gratitude and excitement as attendees realize the potential of the firm's services.We dive deep into why being coachable, vulnerable, and self-aware isn't just a soft skill—it's the single most important factor for dentists looking to unlock their practices' profitability and long-term viability. Listen in to learn what it takes to stop resisting change and start building the practice of your dreams.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Casey Hiers and Jarrod Bridgeman are laying it all on the line this week as they reveal a common mistake many dentists make: trying to expand their practice before they've built a solid financial foundation.Drawing on relatable analogies from home construction and even relationships, they explain why things like cash flow, overhead, insurance, and personal finances need to be addressed first. Don't add an associate, buy that new piece of equipment, or open a second location until you've listened to this! They’ll also share how their events can help you build the foundation you need to achieve sustainable growth.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
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 EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: 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 EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: 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 EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: 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 EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: 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 EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: 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 EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory
Comments
Download from Google Play
Download from App Store
United States