The Millionaire Dentist™

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 they dissect the mindset needed to transcend medio...

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 speakers who can make a difference at your next dental...

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, listeners will walk away with a clearer vision of how to keep their practice not only financially stable but position...

Join Casey Hiers and Jarrod Bridgeman as they dig into the unexpected challenges that come with each new level of dental practice success. From being booked out for months to juggling fee-for-service growth, they explore why more patients, more income, and more momentum can still bring plenty of stress. With humor, honest insights, and a little Brady Bunch nostalgia, they break down how to navigat...

Success in dentistry doesn’t eliminate problems — it simply trades them for a new, more complicated set. In this episode, Casey and Jarrod dive into the “rare air” challenges that high-performing practice owners face, from being booked out for months to handling rapid growth that your CPA didn’t prepare for. It turns out that fee-for-service, high-income, and strong demand come with their own fina...

With March Madness heating up, Casey and Jarrod break down why running a dental practice looks a whole lot like leading a championship basketball team. From avoiding costly “turnovers” to knowing when to rely on specialized support, they show how practice owners play both head coach and star player—and why that can be a dangerous combo without the right team around them. Packed with underdog stori...

Feeling confused about how a 401(k) actually works—or how it impacts you as both the practice owner and the plan sponsor? Casey and Jarrod bring in Four Quadrants associate financial planner Kal Owen to break down the rules, the myths, and the big changes shaping retirement planning in 2024. From tax advantages and employee matches to state-mandated plans and Roth vs. traditional decisions, the cr...

In this episode, Casey and Jarrod dive into a topic every practice owner faces, but few want to admit—what happens when you avoid the uncomfortable parts of business ownership. From overhead and insurance issues to partnership pitfalls and late-stage financial panic, they explore how small decisions (or non-decisions) in your 30s and 40s can come roaring back in your 50s. And yes, it gets real… fa...

This week, Casey and Jarrod sit down with Dr. Michael Taher for a candid, entertaining look at what really happens when you take over a family dental practice. From the unexpected challenges of stepping into an established office to learning the ropes of ownership faster than planned, Dr. Taher shares the messy, honest, laugh-so-you-don’t-cry version of inheriting the family business. They dive in...

In this episode, Casey and Jarrod team up with Kevin Rhoton, MBA/CPA, to break down the “shiny” tax deductions that practice owners love to chase—but probably shouldn’t. From overpaying your kids to unnecessary equipment splurges, they dive into the myths, the math, and the traps that look smart on the surface but fall apart under real scrutiny. With laughs, real-world examples, and Kevin’s no-non...

In this upbeat episode, Casey and Jarrod pull back the curtain on what truly happens after a dentist becomes a Four Quadrants client. From first-year milestones to doubled savings and stress levels finally dropping, they share real stories from real docs whose financial lives took a major turn for the better. The wins are big, but the relief might be even bigger. You’ll get a fun behind-the-scenes...

In this candid and entertaining episode, Casey and Jarrod pull back the curtain on a mindset they’ve seen across the country for more than two decades: the stories practice owners tell themselves. From shame and avoidance to blaming geography and insurance, they explore why so many dentists quietly shoulder stress instead of facing the truth that could change everything. With monster trucks, rodeo...

IIn this lively episode, Casey and Jarrod team up with CPA and BBQ-powered tax wizard Kevin Rhoton to demystify one of the most confusing parts of dentistry finances: tax basis. From Mountain Dew emergencies to real-world examples, they break down what basis actually is, why it matters, and how easily practice owners can get themselves upside-down without even realizing it. You’ll hear how poor pl...

In this episode, Casey and Jarrod dig into one of the most common misconceptions in dentistry: blaming cash-flow issues solely on taxes. While tax surprises and bad CPA advice absolutely get practice owners fired up, the guys reveal why fixing your tax situation is only the tip of the iceberg. From overhead problems to weak systems to siloed advisors, they unpack why cash-flow struggles are almost...

Jarrod teams up with Kevin Rhoton, CPA, to tackle one of the sneakiest and most misunderstood issues hiding in dental practices: shareholder loans. From how they’re created to why many owners don’t even know they have one, Kevin breaks down the red flags, IRS risks, and costly surprises that can surface years later—often at the worst possible time. They also dive into where to find these loans on...

Casey and Jarrod are kicking off 2024 with energy, laughter, and a message every practice owner needs to hear: how you return from the holidays can set the tone for your entire year. From “keeping your axe sharp” to the reality of why so many dentists work far longer than they want to, this episode dives into the mindset shift required to reclaim control of your business—and your future. They also...

In this episode, Jarrod teams up with Steve Levy, CPA & JD, to unpack one of the hottest new requirements hitting business owners in 2024: Beneficial Ownership Information reporting. Don’t let the name scare you — Jarrod and Steve make this complex topic surprisingly entertaining as they break down what BOI is, who has to file, and why it matters. From karaoke performances at the office party...

The end of the year is here, and that means one thing—tax decisions that can either save you money or come back to bite you. In this episode, Jarrod teams up with CPA and JD Steve Levy to break down everything practice owners should be thinking about as December wraps up: bonuses, holiday parties, meals deductions, write-offs, and the IRS changes heading your way in 2024. Steve brings clarity, Jar...

Change can feel exciting… or absolutely terrifying. In this episode, Casey and Jarrod dive into why dentists often resist change, even when it’s the very thing that could transform their practice, income, and sanity. From peer pressure purchases to the fear of the unknown, they unpack the quirky, relatable reasons many owners cling to the familiar—no matter the cost. With stories from real events,...

In this lighthearted Thanksgiving-themed episode, Casey and Jarrod dig into the unexpected parts of practice ownership that dentists should be grateful for—even when they feel more frustrating than festive. From insurance plans that helped launch a startup, to staff who can make or break your culture, to patients who are wonderful… until they’re not, the guys unpack the funny and honest truth behi...

As 2024 approaches, the IRS has rolled out its newest retirement plan limit updates—so Jarrod brings in Four Quadrants’ own tax mastermind, Steve “Pipes” Levy, CPA & JD, to break it all down. From 401(k) deferral bumps to IRA contribution tweaks and shifts in Social Security wage bases, Steve unpacks what’s changing and why it matters for practice owners. With humor, clarity, and plenty of rea...

In this episode, Jarrod sits down with Jason Smith—CEO, Founder, and Chief Investment Officer of Four Quadrants Advisory—to break down the wild world of market volatility. From the chaos of 2022 to the confusing trends of today, Jason reveals how his active investment approach protects dental practice owners when the market goes sideways. Spoiler: avoiding massive losses matters more than chasing...

In this eye-opening episode, Casey and Jarrod dig into one of the most common dentist-to-dentist conversations: staff complaints. They explore why so many practice owners default to blaming their teams—and how that habit often hides deeper issues with leadership, clarity, and accountability. With plenty of humor and real-world stories, they break down the four types of team cultures they see again...

In this episode, Casey and Jarrod pull back the curtain on their upcoming Orlando CE event—and why it’s nothing like the typical “one-tip” dental courses most doctors are used to. From a Ritz-Carlton venue to real talk about cash flow, overhead, and the hidden pitfalls of practice ownership, they share what makes this CE stand out and why so many dentists leave saying, “How did you know all of tha...

In this eye-opening episode, Casey and Jarrod dig into the real reasons so many practice owners feel overwhelmed, burned out, or flat-out defeated. From soaring insurance adjustments to rising overhead and reactive tax planning, they break down the silent stressors that keep dentists stuck in survival mode—even when they’re working harder than ever. With humor, candid insights from the road, and s...