The Millionaire Dentist™

In this lively episode, Casey and Jarrod dive into the world of continuing education and why so many dentists unknowingly waste time sitting through CE that doesn’t move the needle. From one-trick-pony lectures to courses that repeat the same idea for hours, they break down how to spot what’s valuable—and what’s just filling space in a conference booklet. They also reveal what makes truly high-imp...

In this candid and entertaining episode, Casey and Jarrod dive into the excuses dental practice owners use to justify stalled growth, low income, and financial frustration. From “it’ll get better on its own” to “my situation is just different,” they unpack the mental traps that keep so many dentists stuck—often for years. With real stories, sharp insights, and a few laughs, they reveal how avoidan...

Join Casey, Jarrod, and special guest Kevin Rhoton, CPA & MBA, as they unpack the complex world of dental practice entity structures. From S corps to C corps and sole proprietorships, they break down how your setup can either save—or cost—you thousands in taxes each year. In this episode, learn the pros, cons, and hidden pitfalls of different business entities, plus real-world examples of how...

Casey and Jarrod dive into the psychology of dental practice owners and why some feel the need to “perform” in group settings. From flashy hobbies to multiple locations, they explore the reasons behind the showmanship and what it really says about finances and mindset. In this episode, they uncover the truth behind surface-level success, imposter syndrome, and the pressure to keep up with peers. L...

Casey and Jarrod are back, diving into the ever-evolving world of dental continuing education and events. From attendance challenges to industry trends, they explore why not all dental shows are created equal and what makes some experiences stand out. In this episode, they discuss how younger dentists are driven to master the business side of dentistry faster than ever, the headwinds they face, an...

Are your dental practice systems working for you—or against you? Casey and Jarrod dive into why clear, efficient systems and processes are essential for everything from clinical work to staff management to financials. Without them, chaos can creep in, money can slip through the cracks, and stress skyrockets. In this episode, they break down how to implement smart processes that empower your team,...

Casey returns from St. Louis to explore how the magic of top-notch venues parallels the success of dental practices. From ambiance to service, he and Jarrod break down what truly makes a space—and a practice—memorable. Discover actionable insights on creating an environment your patients love, without overspending on unnecessary extras. Learn how small touches and thoughtful details can elevate th...

Join Jarrod and CPA/JD Steve Levy as they tackle the surprisingly exciting topic of record retention! Learn which documents you really need to keep—both personal and business—and which ones are safe to let go. This episode is packed with practical tips to declutter your office, simplify your finances, and finally take control of your paperwork. Download their handy Guide to Record Retention and st...

Is your dental practice bleeding money without you realizing it? Casey and Jarrod break down the hidden costs driving high overhead—from overstaffing and overspending to outdated fees—and share practical strategies to take control of your finances. Learn how to optimize your team, streamline spending, and confidently set fees that reflect the value you provide. This episode is packed with actionab...

Feeling the yearly ebb and flow of your dental practice? Casey and Jarrod share smart strategies to turn slow months into opportunities. From planning vacations around downtime to reactivation campaigns and targeted promotions, they cover everything you need to keep your practice thriving year-round. Learn how to leverage data, engage patients, and optimize scheduling so your practice doesn’t just...

Think you’re at the top of your game? Casey and Jarrod dive into what it really means to be “crushing it” in your dental practice—and why even high earners can still unlock the next level of success. From maximizing income to creating better work-life balance, they break down how small shifts can yield huge results. Learn why having the right team, the right strategies, and the right mindset can t...

Before any deep-dive into a practice’s finances, Casey and Jarrod ask three deceptively simple questions—questions that reveal more about a dentist’s mindset, readiness, and honesty than any spreadsheet ever could. In this episode, they break down each question, why it matters, and what your answers say about your leadership and your practice. From ego to denial to true coachability, the guys disc...

Saving money should be simple… yet so many dentists can’t seem to do it consistently, even when the practice is producing well. Casey and Jarrod break down the biggest (and most surprising) reasons practice owners fail to save — from messy entity structures to unpredictable paychecks to cash hoarding that feels safe but sabotages your financial future. With humor, real talk, and a few personal sto...

This week, Casey and Jarrod sit down with CPA/MBA and in-house numbers wizard Kevin Rhoton to break down the mystery behind quarterly tax estimates. From avoiding those gut-punch five-digit IRS checks to understanding why “safe harbor” isn’t actually safe, Kevin explains the pitfalls most practice owners don’t even realize they’re walking into. With plenty of laughs, some friendly jabs, and even a...

What happens when dentists find the right advisory team early? Casey and Jarrod share real stories—like the New York dentist retiring four and a half years early—and dig into why more practice owners in their 30s are chasing freedom sooner than ever. From lifestyle goals to escaping the corporate grind, the guys break down the mindset shifts driving this new wave of ambitious owners. With classic...

Your hygiene department might be the most underutilized profit center in your entire practice—and Casey and Jarrod are here to pull back the curtain. From rushed appointments to inconsistent perio exams, they break down the silent inefficiencies that quietly drain tens of thousands from practices every year. And yes… even a great hygienist can underperform without the right structure, leadership,...

Embezzlement isn’t just a scary headline—it’s something far more common in dental practices than most owners realize. In this episode, Casey and Jarrod dive into the uncomfortable but essential topic of what to do when you think someone on your team might be stealing from you. From real numbers to real emotions, they break down the anger, guilt, fear, and betrayal that hit practice owners the mome...

Fresh off the road from major dental shows, Chad Tothero joins Casey and Jarrod to spill the behind-the-scenes secrets of those flashy DSO booths—the lights, the drinks, the sales pitches, and the promises that sound just a little too perfect. After a surprising conversation with a DSO attorney, Chad starts asking the questions that suddenly make the razzle-dazzle dim. In this episode, the crew br...

Tax Day may be over, but the sting of a $10,000 surprise—whether you owed it or got it back—can linger. In this episode, Jarrod sits down with CPA and onboarding specialist Kevin Rhoton to uncover why massive tax swings happen and how dental practice owners can finally get off the roller coaster. From missed deductions to outdated entity structures, Kevin breaks down the hidden issues he sees ever...

Spring is here, and while everyone else is dusting off shelves and opening windows, Casey and Jarrod take “spring cleaning” to a whole new level—inside your practice’s finances. From hidden inefficiencies to surprising wins, they draw the perfect (and hilarious) comparison between cleaning a garage and cleaning up a dental practice’s financial house. In this episode, you’ll hear real stories of un...

Tax Day is coming fast, and CPA/JD Steve “Pipes” Levy joins Jarrod to break down one of the most misunderstood topics in dentistry finance: tax extensions. They tackle the biggest myths—like whether extensions trigger audits or delay payment deadlines—and explain when filing one is not only okay but actually smart. From missing documents to brokerage statements that always show up late, Steve shar...

CFP® Stacy Phillips joins Casey and Jarrod to break down one of the most confusing parts of money management: the difference between an investment advisor and a true financial planner. She explains why dentists often get targeted with questionable “opportunities,” what red flags to watch out for, and why having a comprehensive plan—not just someone picking your investments—is the real game-changer...

Casey and Jarrod sit down with CFP® Colin Holmes to break down the recent headlines around Silicon Valley Bank and explain why it’s got everyone in the financial world talking. From bank runs to treasury troubles, they unpack what happened in a way that makes sense—even if you’re not a Wall Street expert. They also dive into how smaller banks can struggle compared to the big players, the role of r...

Casey and Jarrod dive into one of the most surprising stats in dentistry: dentists retire, on average, seven years later than everyone else. They explore why a profession known for high income often struggles to produce early—or even on-time—retirement. Spoiler: it’s not just debt… and it’s not just burnout. From tangled finances to skewed income perceptions, rising stress, and the mental load of...

Casey is back in the studio and ready to stir the pot with Jarrod as they dive into a universal pain point for dentists: terrible cash flow. From “cooking the books” to outdated fees, hidden tax surprises, and being booked out months because insurance is eating your margins, they break down why so many practice owners feel stuck, stressed, and constantly behind. Together, they peel back the layers...