The Millionaire Dentist™

Dentists think differently—and practice owners even more so. Casey and Jarrod dive into the mindset behind the profession, exploring why dentists often appear confident on the outside while juggling stress, self-doubt, money pressures, and the constant expectation to “have it all together.” From nonconfrontational personalities to the weight of patient care and staff issues, they unpack the real e...

In this episode, Casey and Jarrod break down one of the biggest traps practice owners fall into: thinking they’ll save money by doing everything themselves. From taxes to bookkeeping to big financial decisions, they explore how “DIY mentality” often leads to stress, wasted time, and costly mistakes—sometimes years down the road. What feels like frugality today can end up being the most expensive c...

Fresh off the Florida Dental Convention, Casey shares the surprising insight that struck him and an entire room of dentists about the power of quality sleep. Joined by Jarrod, he unpacks how rest affects decision-making, stress, productivity, and your long-term health as a practice owner. What started as a feel-good keynote turned into a wake-up call about burnout, cortisol, and the high cost of i...

In this episode, Jarrod sits down with Steve Levy, CPA & JD, and Stacy Phillips, CFP™, to break down one of the most misunderstood practice essentials: a well-designed PTO policy. They explore why clarity matters, how to prevent jealousy or inequity among employees, and what happens when you don’t put guidelines in writing. From accrual methods to avoiding accidental loopholes, they highlight...

Summer may bring sunshine and pool days, but it also brings rising stress—both outside and inside the practice. In this episode, Casey and Jarrod trade stories about brutal heat waves, sunburn-level mistakes, and the dental practice pressures that hit just as hard. From staff turnover and equipment failures to inflation squeezing every corner of your business, they break down what “the heat” reall...

In this episode, Jarrod sits down with Steve Levy, CPA & JD, and Colt Smith, Senior Tax Accountant, to dig into one of the most surprisingly beneficial practice strategies—hiring your kids. They break down what’s allowed, what’s not, and how paying your children can legitimately lower taxes while teaching them responsibility and the value of work. From payroll rules and child labor laws to tax...

In this episode, Casey and Jarrod are joined by Dr. Grace Yum, pediatric dentist, entrepreneur, and Founder & CEO of Mommy Dentists in Business. Together, they explore the real challenges working moms face in dentistry, from mom guilt to juggling multiple roles, and why creating a supportive community matters more than ever. Dr. Yum shares her journey of building a 9,000-member network, the tr...

In this episode, Casey and Jarrod break down what every dentist should evaluate before purchasing a practice—whether it’s your first or your fourth. From overhead and insurance mix to staffing, production trends, and hidden financial red flags, they walk through the “practice inspection” every buyer needs to perform. They also unpack how emotions can cloud judgment during a big opportunity, and wh...

In this episode, Casey and Jarrod draw a sharp line between the thrill of an 80–1 Derby upset and the reality of running a dental practice. While a long shot can win a race, relying on luck rarely leads to financial stability, predictable income, or a healthy business. Together, they break down why so many dentists unknowingly “roll the ball out” and hope for the best—and what actually creates lon...

Jarrod and Casey sit down with Steve Levy, CPA & JD, to unpack one of the most misunderstood—and most commonly ignored—practice expenses: the Business Personal Property Tax. From dental equipment to furniture to the random items you don’t even think about, Steve explains what actually counts, what doesn’t, and why this tax matters more than most dentists realize. Steve breaks down how reportin...

In this episode, Casey and Jarrod sit down with Josh Smith, Co-Owner and COO of Dental Claim Support, to uncover one of the most overlooked money drains in dentistry: insurance mismanagement. Josh breaks down why so many practices struggle with billing, insurance adjustments, and collections—and how even strong, busy offices quietly lose tens of thousands each year without realizing it. Together,...

In this episode, Jarrod sits down with Jason Smith, Founder, CEO, and President of Four Quadrants Advisory, to expose how PPO plans silently drain dental practices—and why so many dentists feel trapped by them. Jason breaks down the hidden costs, the write-offs that quietly destroy profitability, and the dangerous mistake of cutting PPOs too quickly without proper preparation. Together, they walk...

In this episode, Casey and Jarrod break down the real advantages behind bringing a partner into your dental practice—beyond the surface-level ideas most people consider. From reducing the pressure of producing while you’re away, to gaining a trusted colleague to share decisions, responsibilities, and the emotional load of ownership, they explore why many solo dentists start feeling the pull toward...

In this episode, Casey and Jarrod unpack a brutally honest reality many dentists face: clinically they’re elite, but financially they’re often surrounded by people who tell them what they want to hear—or nothing at all. From shallow advice on big purchases to unanswered questions during critical decisions, they explore why so many practice owners unknowingly settle for mediocrity on the business s...

In this episode, Casey and Jarrod explore the surprising crossover between the chaos of March Madness and the daily realities of dentistry. From upsets and unexpected losses to preparation, analytics, and strategy, they reveal how lessons from the court apply directly to running a successful practice. Even the heartbreaks—like tax surprises or unpredictable growth—mirror the shock of a top seed ge...

Casey and Jarrod sit down with Steve Levy, CPA & JD, to uncover what really happens when a tax surprise hits your practice. From sudden five-figure balances to misleading refunds, the trio breaks down the financial strain, penalties, and stress these surprises create—and why they’re almost always preventable with the right strategy. They also expose how reactive CPAs, poor planning, and outdat...

Casey and Jarrod unpack what really happens after a private practice is sold to a DSO—from how patient relationships shift to whether your staff culture survives the transition. They dive into the subtle but significant ways corporate ownership can reshape the ethos of a practice, long after the ink on the contract has dried. They also explore why “easy” sales aren’t always the best ones, and how...

Casey and Jarrod reveal details about Four Quadrants’ upcoming national tour—an event series designed to help dentists understand and fix the most common financial pain points in private practice. From overhead problems to insurance adjustments to income frustrations, they break down exactly what practice owners can expect at these intimate, high-impact CE dinners and Topgolf sessions. Unlike larg...

In this episode, Casey and Jarrod team up with Stacy Phillips, CFP®, to break down why practice transitions succeed—or fall apart. From timing to profitability to the emotional side of letting go, they explore why owners often wait too long, how declining production can tank a future sale, and what buyers really look for when evaluating a potential practice. The conversation also sheds light on th...

Casey and Jarrod sit down with Christopher Howard, a seasoned voice in dental consulting and education, to explore the gap between how a practice looks from the outside and what’s really happening behind the scenes. With 15+ years in the field, Christopher unpacks why so many dentists master clinical excellence but quietly struggle with leadership, profitability, staff dynamics, and the business s...

Casey and Jarrod sit down again with Dr. Brent Habecker to unpack the moment he realized his external finance team simply wasn’t cutting it—and why making a change transformed both his clarity and his practice. Dr. Habecker explains how unclear advice, vague answers, and too much DIY financial work pushed him to seek a true CFO-level partner who could handle the details while empowering him with b...

Casey and Jarrod sit down with Dr. Brent Habecker, a highly successful young practice owner from Michigan, to talk honestly about how dentistry is changing for the next generation. From shifting attitudes around practice ownership to the rise of corporate dentistry, Dr. Habecker shares what he's seeing among new graduates—and why the traditional ownership path isn’t always the default anymore. The...

It’s a new year, and retirement rules are shifting yet again. Casey and Jarrod sit down with CPA Steve Levy to break down the major 2022 Cost-of-Living Adjustments (COLA) that impact retirement contributions, employer matches, and Social Security taxes. From new deferral limits to the rising Social Security wage base, they unpack what practice owners need to know right now. Whether you're planning...

In this episode, Casey and Jarrod dig into the seven uncomfortable realities most practice owners refuse to say out loud. From income that doesn’t match the workload to the quiet fear of under-saving for retirement, they unpack the thoughts dentists keep to themselves—even while juggling clinical care, leadership, HR, taxes, and the never-ending demands of ownership. These are the truths that rare...

In this episode, Casey and Jarrod take a humorous yet eye-opening approach to a serious topic: how to know when your external team is holding you back. Inspired by classic Jeff Foxworthy setups, they break down seven clear indicators—like low income, tax surprises, weak retirement planning, and insurance write-offs—that signal it’s time for a change. Through practical examples and candid conversat...