The Millionaire Dentist™

In this episode, Casey and Jarrod tackle a topic most practice owners prefer to avoid: future pain. They explore the difference between today’s frustrations—like taxes, overhead, or staffing—and the bigger, slower-building issues that quietly grow in the background. The hosts unpack why it’s human nature to react only when something is on fire and how that mindset can sabotage long-term goals such...

In this episode, Casey and Jarrod sit down with Steve Levy, CPA & JD, to unpack one of the most overlooked opportunities for practice owners: the Research Tax Credit. Steve breaks down what it actually is, who qualifies (spoiler: far more people than you’d think), and why everyday improvements inside a dental office may count as legitimate research activities. From process upgrades to technolo...

In this milestone 100th episode, Casey and Jarrod explore why the most predictable, routine, and “boring” approach to running a dental practice is often the most powerful. From financial planning to expansion decisions, they break down why consistency and simplicity tend to outperform complex strategies filled with risk and variables—especially for owners chasing real long-term success. Through ca...

In this timely year-end episode, Casey and Jarrod sit down with Stevy Levey, CPA & JD, to break down the key tax strategies practice owners should be thinking about before the calendar resets. From upcoming rate changes to smart retirement contributions and well-timed purchases, Stevy helps cut through the noise and explain what actually matters—and what’s just speculation. His clear, practica...

In this reflective end-of-year episode, Casey and Jarrod dig into the internal roadblocks that quietly hold people back from the success they say they want. From fear—both real and imagined—to the subtle “devil’s tongue” of self-doubt, they unpack the invisible forces that shape decisions, limit growth, and stall momentum. Their candid conversation reveals how much of our struggle is created long...

In this special episode, Casey sits down with Mollie and Cheri—the spouses of two highly successful practice-owning dentists—to talk candidly about what life was really like before and after partnering with Four Quadrants Advisory. They share the stressors they witnessed at home, the pressure their husbands carried, and the financial uncertainty that quietly impacted vacations, sleep, and the over...

In this episode, Casey and Jarrod explore how real change—whether in fitness or in running a dental practice—doesn’t come from simply “trying harder.” Most people already know the basics of improvement, but knowing and doing are two very different things. The conversation digs into why expertise, structure, and accountability are the multipliers that move results from “someday” to happening now. T...

Casey and Jarrod dive into the unexpected surge in inflation—what’s fueling it, why it matters, and how it’s showing up in everyday life. From global supply chain breakdowns to fuel shortages and rapid money printing, they connect the dots behind the headlines to reveal the real forces pushing prices higher across the board. They also explore how inflation is hitting consumers directly, from the c...

Casey sits down with Steve “Pipes” Levy, CPA, to unpack what practice owners really need to know about operating as an S-Corp. From how owners are taxed to what actually qualifies as a benefit, they break down the rules most dentists never hear about—but absolutely should. Health insurance, mileage, compensation, and write-offs all get the spotlight as Steve reveals the nuances that can protect ow...

In this episode, Casey and Jarrod dive into the surprising benefits clients experience once they begin the Four Quadrants journey, benefits that go far deeper than income or retirement projections. From healthier relationships to reduced stress and improved overall well-being, they explore how gaining control of the business side of dentistry often spills over into every corner of life in powerful...

Stacy Phillips, CFP®, joins Casey and Jarrod to break down one of the most anxiety-inducing decisions for practice owners: whether to stay in-network or step away from certain insurance plans. They dig into the “vicious insurance cycle,” why many dentists unknowingly trap themselves in low-collection, high-stress models, and how smarter decisions can free up time, improve patient care, and boost p...

Casey and Jarrod dig into a trap many dentists fall into: chasing “more patients” without fixing the issues that drive existing ones away. From poor case acceptance to cultural breakdowns, they explore the real reasons practices leak patients, and why spending more on marketing won’t fix a cracked foundation. They also break down the metrics that matter, what effective retention looks like, and ho...

Steve Levy, CPA, joins Casey and Jarrod to break down what practice owners need to know about the latest HHS Phase 4 distribution—who qualifies, how to apply, and why the deadline matters. From revenue comparisons to the mysterious “rural bonus,” they dig into the rules, surprises, and common misconceptions behind this round of funding. They also discuss the real strings attached, the documentatio...

Casey and Jarrod break down the surprising connection between the Ryder Cup and the business side of dentistry: even the most elite golfers in the world don’t win alone. From swing coaches to physical therapists to mental-game specialists, top performers surround themselves with a team—and practice owners should too. They explore why dentists often try to do everything themselves, how pride and bl...

In this episode, Casey, Jarrod, and special guest Stacy Phillips, CFP®, draw surprising parallels between running a fantasy football team and running a dental practice. From setting the right “lineup” to preparing for unexpected injuries—or staff outages—the trio explores why success depends on strategy, depth, and knowing when to adjust. They break down today’s staffing challenges, rising payroll...

In this episode, Casey and Jarrod uncover the key questions every practice owner should be asking, but often never does. From retirement readiness to income benchmarks and operational blind spots, they break down the core areas where dentists lose clarity and control. Listeners will learn how to spot red flags, identify gaps in support, and understand the true cost of avoiding hard questions. Whet...

Casey and Jarrod explore how the perception of dentistry shifts from the hopeful days of dental school to the demanding realities of practice ownership. From dreams of freedom, flexibility, and purpose to the pressures of insurance, overhead, and administrative overload, they break down why the profession often feels different than what many expected. Through real stories and candid conversations,...

Casey and Jarrod dig into the silent “toothaches” plaguing dental practices, cash-flow issues, overhead problems, income instability, and financial blind spots that only get worse when ignored. Using a clinical analogy every dentist will relate to, they show how practice owners often treat symptoms with short-term fixes instead of diagnosing the real cause. From mismanaged income structure to tax...

Casey and Jarrod are joined by Four Quadrants CPA and resident “Pipes” himself, Steve Levy, to break down the constantly shifting world of PPP, HHS provider relief, ERC, and EIDL. From forgiveness timelines to reporting deadlines, Steve explains what practice owners need to tackle now, and what happens if you miss the fine print. With new IRS clarifications, updated rules, and more compliance trap...

EBITDA is everywhere in dentistry right now, but most practice owners only know it as “that thing DSOs talk about.” In this episode, Casey and Jarrod break down what EBITDA actually is, why corporate groups care about it, and how chasing multiples or buying extra practices can create far more stress than reward. From blackjack analogies to real-world examples, they reveal why EBITDA matters… but n...

In this episode, Casey and Jarrod sit down with Toby Hampp and John Malone to reveal the three biggest stressors quietly crushing dentists today: shaky cash flow, paycheck-to-paycheck living, and uncertainty around retirement. With real stories, humor, and hard truths, they break down how these issues bleed between the practice and home life, often without dentists realizing it. The crew also shar...

Dentists are highly skilled with their hands, but when it comes to managing money, many watch thousands slip away without even realizing it. In this episode, Casey and Jarrod welcome Four Quadrants Representative Toby Hampp to explore why financially successful practice owners still fall into costly traps, from poor overhead awareness to jumping into bad investments. Together, they break down how...

In this lively episode, Casey and Jarrod pull back the curtain on the fast-returning world of dental conventions. From packed lecture halls to buzzing exhibit floors, they share firsthand stories of the excitement, relief, and genuine joy spreading through the dental community as in-person events make their comeback. After a year of Zoom overload, the energy of face-to-face CE, handshakes, and rea...

Most practice owners think they’re paying themselves “about right”… until they find out they’re leaving tens of thousands on the table. In this episode, Casey, Jarrod, and Senior Tax Accountant Colt Smith break down why so many dentists have chaotic, inconsistent, or flat-out incorrect income structures, and how the right mix of W2 salary and distributions can completely change your financial pict...

Insurance participation can feel like a necessary evil, but for many dentists, it quietly becomes a trap that steals time, profit, and sanity. In this episode, COO and Head Analyst Brogan Baxter joins Casey and Jarrod to dig into how dentists get stuck in the insurance cycle, why it leads to burnout, and what it really costs you behind the scenes. From ballooning write-offs to staff expectations a...