The Millionaire Dentist™

CEO and Founder Jason Smith joins Jarrod to tackle one of the loudest—and most misleading—ideas circulating in dentistry: that the only way to become wealthy is to own a string of practices. Jason breaks down the hype, the hidden risks, and the real-world disasters no one talks about, from bad locations to burned-out doctors barely keeping all the plates spinning. With blunt honesty and real numbe...

Casey and Jarrod welcome Four Quadrants Regional Sales Rep Chad Tothero to pull back the curtain on what really happens at our Topgolf CE events. From young associates to seasoned dentists on the brink of retirement, Chad shares what surprised him most: no matter the city, stage of career, or personality—practice owners across the country are wrestling with the exact same business challenges. From...

Casey and Jarrod ring in the sixth anniversary of The Millionaire Dentist™ with a special guest: Four Quadrants COO and original episode alum, Baxter Brogan. Together, they look back at the humble beginnings of the show—tiny tables, nerves, and questionable marketing advice included—and reflect on how far both the podcast and the profession have come. From pre-COVID norms to today’s rising costs,...

Casey and Jarrod serve up a spicy comparison between perfecting a chili recipe and running a thriving dental practice. From unexpected ingredients to personal preferences, they explore why no single trick, hack, or “secret sauce” can make a practice truly successful. Like great chili, it takes the right blend of details, discipline, and creativity. They also dive into real workshop stories, tax fr...

Casey and Jarrod take a cross-country look at dentistry, exploring whether the place you practice really changes the pressures you face. From big-city bustle to small-town calm, they dig into what’s myth, what’s real, and why most practice problems are more universal than you’d think. Through candid stories from the road, honest conversations with dentists, and a few hilarious detours, they reveal...

It’s a new year, which means new IRS rules — and new opportunities to boost your retirement savings. Jarrod sits down with Associate Financial Planner Sam Neff to break down the updated 401(k) limits, catch-ups, IRA changes, and why inflation quietly reshapes how much you should be saving. Sam also shares what these changes mean for practice owners, associates, and anyone trying to build long-term...

Hiring an associate can feel like the next big milestone—proof that your practice is thriving. But Casey and Jarrod break down why this decision is far more complicated than it seems. From mismatched treatment philosophies to shaky numbers and insurance overload, they unpack the hidden pitfalls that derail most associate relationships. They also explore the snowball effect: how one rushed hire can...

Kick off the new year with Casey and Jarrod as they dive into the power of healthy habits—both personally and inside your dental practice. From winter immunity tricks to the “supplements” every practice needs, they explore how small, consistent actions can make a big impact. They also break down why there’s no magic bullet in dentistry, only smart systems, strong culture, and a specialized team yo...

In this festive yet fiercely practical episode, Casey and Jarrod welcome back tax maestro Steve “Pipes” Levy, JD, CPA, for a year-end breakdown every practice owner needs. From gift cards to yacht parties, Steve explains what’s truly deductible, what absolutely isn’t, and how to avoid holiday-season tax mistakes that come back to bite. They also dig into the myths around last-minute purchases, the...

As the New Year approaches, Casey and Jarrod dive into the reality of resolutions—why personal ones often flop and why professional goals can actually transform your practice. From improving team consistency to lowering overhead, they explore the kinds of goals that truly move the needle for dentists. They also break down why most practice owners struggle to make real progress year after year, and...

Casey and Jarrod get into the holiday spirit with stories of kids’ concerts, bargain-bin shopping, and the joy of giving—but with a twist: what if the greatest gift a dentist could receive isn’t wrapped at all? They dive into how one conversation, one compliment, or one referral can introduce a practice owner to the kind of financial guidance that adds millions to their long-term picture. From you...

In Part 3 of this three-part series, Casey and Jarrod tackle the last two topics of our complimentary financial assessment: mergers & acquisitions and transitions. Whether you’re dreaming of buying a second location, absorbing a retiring dentist’s patient base, or planning when (and how) to exit your practice, they break down the emotional traps, the data that really matters, and the 80+ hidde...

In Part 2 of this three-episode series, Casey and Jarrod dig into three of the most misunderstood areas inside a dental practice: cash flow strategies, debt management, and investment decisions. From dentists hoarding $600k in their practice accounts to others skipping their own paychecks, they reveal how chaotic finances really get when there’s no system—or when fear drives every choice. With the...

Casey and Jarrod break down the real value behind Four Quadrants’ complimentary practice financial assessment—and why dentists are already jumping at the chance to get expert insight for free. In this first of a two-part series, they unpack three key areas practice owners can choose from: Business Consulting, Tax Planning & Accounting, and Financial Planning. From PPO decisions to shareholder...

In this episode, Casey and Jarrod sit down with CPA and JD Steve Levy to break down one of the hottest—and most confusing—topics for dentists today: student loan forgiveness. They tackle what the program really offers, who qualifies, income limits, deadlines, and what practice owners need to know before hitting “submit.” Yes, it’s emotional. Yes, it’s complicated. But Steve knows how to make it si...

After nearly 20 years of transforming dentists’ financial lives, Four Quadrants is doing something totally new: giving away expert advice—for free. Casey and Jarrod break down the launch of the Complimentary Practice Assessment, why it exists, and how it helps practice owners who feel like they’ve hit a financial ceiling finally get clarity on their business. From food-court sample analogies to Fl...

Your practice is successful—but is it as successful as it should be? Casey and Jarrod dig into that nagging feeling many dentists have: “I know I should be making more.” They break down why getting a second opinion from dental-specific financial experts can uncover blind spots, outdated systems, and hidden opportunities your current team may never tell you about. From allergy-season rambling to Mo...

Everyone says they want to improve—but are they actually doing it? Casey and Jarrod dig into why some practice owners constantly grow while others quietly settle into complacency without even realizing it. From CE junkies to high-achieving implant dentists to the owners who swear they’re “one tweak away,” they explore what true improvement really looks like in both life and business. They also sha...

DSOs have been a hot-button topic for years—but lately, something feels different. Casey and Jarrod dig into what seems like a coordinated PR push to shine up the reputation of corporate dentistry and quiet down the critics. From influencers to lobbyist-style efforts to suddenly glowing testimonials, they unpack why the messaging around DSOs feels louder, friendlier, and more polished than ever. W...

Ever wonder why reaching your goals feels harder than it should? Casey and Jarrod dig into one of the biggest culprits: ourselves. From ego to blind spots to the quiet habits that bottleneck cash flow, they explore how practice owners can unintentionally stall their own success without even realizing it. With humor, honesty, and real examples from the dental world, they break down the signs of sel...

Are your advisors giving you real guidance—or just telling you what you want to hear? Casey and Jarrod dive into the problem of “weak advice” in the dental industry and why so many practice owners end up surrounded by cheerleaders instead of professionals willing to tell them the truth. From CPAs to bankers to consultants, they unpack how fear, people-pleasing, and comfort can derail your financia...

Jarrod sits down with CPA Steve Levy to unpack the Inflation Reduction Act of 2022—what’s actually in it, what isn’t, and why practice owners should care. From corporate minimum taxes to expanded energy credits to Medicare changes, they break down the headlines into real-world takeaways that matter to dentists and small business owners. With plenty of laughs (and even a callback to Steve’s nationa...

Casey and Jarrod sit down with Dr. David Rice, founder of IgniteDDS, to unpack his surprising career journey—from early missteps as a young dentist to becoming a leading voice for student and new-doctor success. Dr. Rice opens up about failed associateships, buying his practice the wrong way, and the hard lessons that shaped his mission to help the next generation avoid the same pitfalls. Together...

In this episode, Casey and Jarrod dive into the surprising power of accountability in dentistry — and how clear expectations can instantly improve patient behavior. From chronic no-shows to chair-side complainers, they break down how boundaries can protect your time, your revenue, and your sanity. With their usual mix of honesty and humor, the guys explore how setting policies, coaching patients,...

In this episode, Jarrod teams up with Steve Levy, CPA & JD, to uncover what practice owners must do before stepping into retirement. From payroll shutdowns to legal dissolutions, Steve breaks down the essential steps most owners don’t even realize they’re responsible for—until it’s too late. Their conversation makes a complex, high-stakes process feel surprisingly simple. Whether you're sellin...