The Millionaire Dentist™

CPA and Attorney Steve Levy joins Casey Hiers to provide the most current information on Paycheck Protection Program (PPP) loan forgiveness . With the forgiveness process opening up at banks and a legislative stall in the Senate, many borrowers are wondering how to proceed. The discussion covers the specific requirements needed to qualify for the "easy form," such as maintaining employee and salar...

Thinking about jumping into real estate investment ? Don't make a move until you listen to this! Host Casey Hiers and Dental Financial Planner Stacy Phillips dive into the crucial, yet often overlooked, aspect of timing in real estate. Stacy lays out the essential prerequisites for a smart investment, beginning with a hard look at your current financial health. They discuss key questions you need...

Are you taking full advantage of the IRS's rules to save on taxes? In this timely episode, host Casey Hiers is joined by Dental-specific Financial Planner and Analyst Stacy Phillips to break down the crucial changes to IRS contribution limits for retirement plans in 2021 . They detail how these limits can directly affect you and your dental practice. Stacy explains one of the most important financ...

Are you a dentist wrestling with the buy vs. lease decision for your practice space? You're not alone! In this episode, host Casey Hiers teams up with Dental Financial Planner and Analyst Will Taylor to strip away the "glitz and glam" and get down to the brass tacks of this critical choice. They dive deep into the financial implications, long-term goals, flexibility, and — most importantly — how t...

Is that side pursuit a passionate hobby or a potential profit center? Host Casey Hiers is joined by financial experts Colt Smith and Steve Levy, JD, and CPA , to dive into a topic many successful practice owners—and their spouses—face: distinguishing a genuine business opportunity from a casual hobby for tax purposes. From public speaking to owning a horse business, many activities incur both expe...

Host Casey Hiers welcomes highly-regarded dental practice consultant Larry Guzzardo for the second part of their discussion on transforming your practice. This time, Larry shares powerful insights into the tangible "before and after" impact practice owners can expect once they stop "blocking and tackling" common business issues and start working with professionals. Casey and Larry then pivot to th...

Not all practice management advice is created equal! In this must-listen episode, host Casey Hiers welcomes special guest Larry Guzzardo, a highly sought-after dental practice consultant, international speaker, and former faculty member at the Dawson Academy. Larry is one of the "good guys" in practice management, and he and Casey dive deep into a crucial question for every practice owner: When is...

In this special public service announcement episode, Casey Hiers is joined by tax and accounting experts Steve Levy and Colt Smith. They break down the urgent and time-sensitive opportunity for dentists to apply for additional funding through the HHS Provider Relief Fund Application (Phase 3). The deadline is November 6th, and this is a crucial chance for dental providers to receive free, non-repa...

On this episode of the Millionaire Dentist podcast, Casey Hiers sits down with Dr. David Salomons to share an inspiring story of resilience and adaptation. Dr. Salomons, a practitioner from Binghamton, New York, recounts his journey from a pre-med student to a successful dentist who was unexpectedly thrust into the role of sole practice owner. He details the sudden shift in his partnership, the ch...

On this episode of the Millionaire Dentist Podcast, Casey Hiers sits down with the young and highly successful Dr. Leonard Ostrowski. They dive into Dr. Ostrowski's personal journey of learning to place dental implants. Dr. Ostrowski shares how a desire to help close friends and family led him to seek out a unique mentorship opportunity with a neurosurgeon. He discusses his hands-on start, the sys...

On this episode of the Millionaire Dentist Podcast, Casey Hiers is joined by tax and accounting experts Steve Levy, CPA, JD, and Colt Smith. They dive into a topic on every practice owner's mind: "How can I pay less taxes?" Many dentists and specialists are chasing what they perceive as "magical" tax write-offs, believing it's the singular path to financial freedom. Steve and Colt dismantle this c...

Casey Hiers and Jason Ewers dive into a topic on the minds of many dentists: the rise of corporate dentistry. In this episode, they explore the pros and cons of the traditional private practice model versus the corporate dentistry business model. They discuss everything from the autonomy and pride of ownership in a private practice to the allure of a DSO's built-in support system. Join them as the...

Tired of the tax season roller coaster? Casey Hiers and Jason Ewers are in the studio to share their secrets for a stress-free Tax Day. Discover actionable strategies to transform tax season from a stressful ordeal into a smooth, predictable, and even boring experience. In this episode, they discuss key strategies like leveraging an S corporation for smoother finances and the invaluable impact of...

Host Casey Hiers welcomes Dr. Ashly Cothern of Dallas, Texas, to discuss the strategic path of growing a dental practice through acquisition. Dr. Cothern shares invaluable insights on how to identify and secure opportunities, emphasizing the power of networking and leveraging existing relationships. Dr. Cothern reveals her proactive approach, including regular check-ins with headhunters, to uncove...

Are you getting everything you should from your accounting team? In this episode, Casey Hiers and Jason Ewers dive into the crucial relationship you have with your accountant and CPA, both for your practice and personal finances. They'll equip you with tools to evaluate your current tax advisors, highlighting the red flags of a reactive accounting team, like unexpected tax surprises or untimely co...

Join Casey Hiers as he sits down with Colt Smith, a Senior Tax Accountant at Four Quadrants Advisory, to demystify tax basis. Many practice owners find themselves confused or frustrated when their CPA mentions this crucial concept. In this episode, Colt breaks down what tax basis truly means for your practice, explaining it as your equity or investment in the business. Learn the primary ways to in...

Join Casey Hiers and Jason Ewers as they share a relatable tale of home improvement gone awry, highlighting the pitfalls of tackling complex tasks without expert help. They reveal how the "DIY" mindset, while admirable, can lead to significant financial setbacks for those trying to manage the business side of their practice. From struggling with QuickBooks to fumbling with compensation structures,...

Are you a dentist wondering how your financial health stacks up against your colleagues? Join Casey Hires and Jason Ewers as they tackle the uncomfortable but crucial question: "Financially speaking, how are you doing compared to your peers?" We'll dive into the significant income discrepancies that exist even among highly skilled dentists and discuss why burying your head in the sand about your f...

PSA: All Dentists Now Eligible for HHS Provider Relief Fund Payment Today’s episode of The Millionaire Dentist podcast contains time sensitive information to help our listeners not miss out on an HHS relief payment. Casey Hiers & Jason Ewers quickly cover what you need to know to receive payment. Here is the link to start the process: https://cares.linkhealth.com/#/ Upcoming Tour Dates: Go to...

Thinking about bringing on an associate, but not sure where to start? In this episode, Casey Hiers and Jason Ewers dive into the crucial considerations every practice owner must address before expanding their team. They'll kick things off by revealing four essential questions you need to ask yourself, including: "Can I afford it?" and "How will the associate buy in?" Get ready to unpack these vita...

In this episode, Casey Hiers welcomes COO Brogan Baxter to the studio to dive into the Economic Injury Disaster Loan (EIDL) program. While this unique loan offers attractive terms like a 3.75% interest rate, a 30-year repayment period, and 12 months of deferred payments, small business and practice owners must understand its nuances. Designed as working capital for businesses impacted by the COVID...

In this episode, host Casey Heirs welcomes back Dr. Amy Marckese, owner of a thriving dental spa in Indianapolis, to delve into CEREC (Chairside Economical Restoration of Esthetic Ceramics). While CEREC can be a valuable option for practice owners looking to grow revenue, its significant expense and varied outcomes for some users warrant a deeper discussion. Dr. Marckese shares her insights and ex...

In this insightful episode, host Casey Heirs sits down with Jason Smith, founder and president of Four Quadrants Advisory, to tackle a critical question for dental professionals: When is the right time to seek expert financial guidance? Many dentists and specialists, accustomed to handling all aspects of patient care, often attempt to manage the complexities of their practice's business and financ...

Join Casey Heirs as he sits down with Brian Kavicky, Senior Vice President and part-owner of Lushin and Associates. Brian, an expert in fostering dynamic company cultures, dives into the four key roles of leadership: recruiting, supervising, training, and coaching. Discover why the coaching role is paramount to unlocking your team's full potential, and how building strong relationships with your e...

As dental practices nationwide navigate the complexities of reopening, join host Casey Hiers and special guest Brogan Baxter, Chief Operations Officer of Four Quadrants Advisory, for an essential discussion on restarting your practice post-lockdown. In this episode, Brogan provides actionable insights on what practice owners need to do to properly prepare their physical office, from addressing cap...