Four Quadrants Advisory

The Millionaire Dentist™

Business EN ↓ 278 episodes

Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.

Author

Four Quadrants Advisory

Category

Business

Latest episode

Jul 10, 2026

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Episodes

When to Fire a Patient: Protecting Your Practice & Your Sanity 23.06.2021

Every practice has that patient, the one who drains your time, your team, and your energy the second their name hits the schedule. In this episode, Casey Hiers and Jarrod Bridgeman sit down with Toby Hampp to explore the real reasons dentists should sometimes cut ties. From rude behavior and disregarding clinical guidance to derailing the flow of the day, some patients cost far more than they cont...

The Emotional Side of Buying & Selling a Dental Practice 17.06.2021

Buying or selling a dental practice isn’t just a major financial move, it’s an emotional rollercoaster. In this episode, Casey Hiers and Jarrod Bridgeman break down the stress, uncertainty, and hidden pressures that come with transitions. They explore why younger dentists often feel rushed into ownership, how mismatched expectations can derail partnerships, and the surprising emotional traps lurki...

Fix the Foundation First: What Dentists Miss About Cash Flow 09.06.2021

Casey Hiers and Jarrod Bridgeman sit down with CFP® Stacy Phillips to break down the true hierarchy of financial needs inside a dental practice and why most dentists focus on the wrong things first. From the stress of debt to the daily chaos of running a business, they explain how these “symptoms” all trace back to one core issue: unstable practice cash flow and unpredictable bank accounts. Stacy...

Why Dentists Chase Growth and What They’re Really After 01.06.2021

In this thought-provoking episode, Casey Hiers and Jarrod Bridgeman explore the deeper reasons behind every dentist’s drive to grow. Is it about money, status, or something more personal? They unpack the psychology behind expansion — revealing why many practice owners chase “more” instead of fixing what’s holding them back in their current business. Rethink what success really means. From leadersh...

Stop Getting Weak Advice: Why Your Team Won’t Tell You the Truth 19.05.2021

When was the last time you asked for real advice — and got a sugar-coated, half-answer instead? In this no-filter episode, Casey Hiers and Jarrod Bridgeman call out the “chickensh*t advice” too many dentists get from their so-called advisory teams. From accountants afraid to offend to consultants more worried about keeping the check coming than telling the truth, they reveal why weak advice is cos...

Preparing for the Next Big Thing: Lessons From Hard Times 12.05.2021

After one of the most unpredictable years in modern history, Casey Hiers and Jarrod Bridgeman dive into what it means to truly prepare for the next big thing. They explore how challenges like shutdowns, staffing struggles, and financial uncertainty exposed weak spots in dental practices — and why too many owners are eager to “get back to normal” without learning from the past. With humor and hard-...

Unlocking the Employee Retention Credit: What Dentists Need to Know 06.05.2021

Join Casey Hiers and Jarrod Bridgeman as they sit down with Steve Levy, CPA and JD at Four Quadrants Advisory, to demystify one of the most misunderstood financial opportunities for dental practice owners — the Employee Retention Credit (ERC). They break down what it is, who qualifies, and how it could mean thousands of dollars back in your pocket. In this practical and eye-opening discussion, the...

3 Hidden Frustrations Every Dentist Faces and How to Fix Them 28.04.2021

Uncover the three biggest frustrations quietly draining practice owners — and how to finally get relief. From surprise tax bills and cash flow headaches to spouse burnout and looming retirement worries, they reveal what’s really behind the stress so many dentists feel but rarely talk about. Share practical ways to regain control, reduce financial anxiety, and rediscover joy in both dentistry and l...

4 Costly Mistakes Smart Dentists Make Without Realizing It 21.04.2021

Even the most intelligent practice owners can make decisions that quietly sabotage their income and retirement goals. Casey Hiers and Jarrod Bridgeman break down four surprisingly common mistakes dentists make, from expanding too quickly to hiring too soon, and why these “smart moves” often backfire. With humor and hard truths, they reveal how emotion-driven decisions can crush cash flow, increase...

Mindset Makeover: How Dentists Can Think Their Way to Success 14.04.2021

Explore the powerful link between mindset and success for dental practice owners. From overcoming fear of change to challenging old habits, they unpack how the psychology behind your decisions can make—or break—your financial growth and business goals. Through relatable stories and candid conversation, they reveal why some dentists stay stuck on the hamster wheel while others break free and thrive...

Spring, Sunshine & Smarter Dentistry: A Fresh Start for 2021 07.04.2021

With warmer weather and renewed optimism in the air, Casey Hiers and Jarrod Bridgeman reflect on the first quarter of 2021 — a season of reopening, recharging, and rethinking how practice owners approach the business side of dentistry. From spring travel and CE events to getting back in front of real audiences, they share insights on what’s changing for dentists as confidence and opportunity retur...

Rethinking Retirement: Why Saving More Starts Sooner Than You Think 31.03.2021

Hosts Casey Hiers and Jarrod Bridgeman sit down with Stacy Phillips, Certified Financial Planner™ and Analyst at Four Quadrants Advisory, to tackle one of dentistry’s most misunderstood topics — retirement planning. From IRAs and 401(k)s to profit sharing and brokerage accounts, Stacy breaks down what it really takes to build lasting wealth and retire comfortably as a practice owner. They uncover...

Cut Costs, Keep Cash: The Truth About Dental Practice Overheadt 25.03.2021

Hosts Casey Hiers and Jarrod Bridgeman sit down with Will Taylor, Financial Planner & Analyst at Four Quadrants Advisory, to reveal the hidden ways overhead drains profits in dental practices. From staffing costs to lab fees and equipment purchases, they unpack what smart spending really looks like — and why “buying for the tax write-off” is often a costly mistake. Discover the real benchmarks...

Reactive vs. Proactive: The CPA Difference That Could Save Your Practice Thousands 17.03.2021

Unpack what separates an average accountant from a truly proactive CPA. Steve explains why so many practice owners experience delayed books, tax surprises, and missed opportunities — and how working with a CPA who stays ahead of the numbers can transform a dental practice’s financial health. From navigating PPP forgiveness to eliminating year-end tax shocks, this conversation dives deep into the k...

More Practices, More Problems: The Truth About Growth in Dentistry 10.03.2021

Hosts Casey Hiers and Jarrod Bridgeman sit down with Jason Smith, Founder and CEO of Four Quadrants Advisory, to challenge one of the biggest myths in dentistry — that owning multiple practices is the only path to real wealth and success. Jason pulls back the curtain on why expanding too fast (or for the wrong reasons) can actually hurt your income, stress levels, and long-term financial freedom....

Lease Landmines: How COVID Changed Dental Office Agreements & What to Watch For Now 02.03.2021

host Casey Hiers sits down with Eric Pook, President of Cirrus Consulting Group, to uncover how the pandemic reshaped the dental leasing landscape — and what practice owners still need to look out for. From unexpected pitfalls hidden in lease agreements to costly missteps that many dentists made during COVID, Eric shares insider advice on how to avoid financial traps and protect your practice’s fu...

The Dual Role Dilemma: How Dentists Can Be CEO and Primary Producer 24.02.2021

Casey Hiers and co-host Jarrod Bridgeman are joined by special guest, COO and part-owner Brogan Baxter , to tackle the biggest challenge for practice owners: The Dual Role Dilemma . Dentists must be both the chief executive and the primary producer, a conflict that leaves them at a distinct disadvantage compared to typical CEOs who focus solely on management. The discussion centers on the failure...

More Than Cotton Balls: How to Effectively Leverage Your Dental Supply Reps 18.02.2021

Are you getting the most out of your relationships with your dental supply representatives ? Casey and Jarrod sit down with John Malone, a former dental supply rep with a decade of experience, to unpack this often-overlooked area of practice management. John defines what falls under the umbrella of "dental supplies" and reveals how many physical reps a practice typically interacts with. Learn why...

The Big Game Indicator: Can Football Really Predict the Stock Market? 10.02.2021

Did you know the outcome of the Big NFL Game might be tied to the stock market's performance? Financial Planner and Analyst Will Taylor joins hosts Casey and Jarrod to tackle the fascinating, and yes, slightly tongue-in-cheek, Super Bowl Indicator . They dive into the statistics behind this long-running correlation, specifically exploring why an NFC victory has historically been linked to more pos...

Short Sale vs. Short Squeeze: Explaining the GameStop Phenomenon 03.02.2021

Seeing terms like "Reddit," "short squeeze," and "AMC" everywhere but still confused? Hosts Casey Hiers and Jarrod Bridgeman sit down with Financial Planner and Analyst Will Taylor to break down the GameStop stock frenzy in layman's terms . Will starts with a crucial explanation of what a short sale is—borrowing a stock to bet on its price falling—and then clearly walks through how that mechanism...

Managing the Financial Stress Keeping Practice Owners Awake 28.01.2021

Life is stressful, but for a practice owner, the pressure is exponential. Join Casey Hiers and Jarrod Bridgeman as they dive into the unique stresses and struggles faced by dentists and specialists running a business today. They tackle the sleepless-night concerns every owner deals with: cash flow , tax management, practice account balances, and asking, "Why isn't my hard work paying off?" The hos...

Essential Do's and Don'ts of Dental Practice Marketing 20.01.2021

Ready to fill your appointment book? Join hosts Casey Hiers and Jarrod Bridgeman as they pull back the curtain on dental practice marketing . In this essential episode, they share their expert tips and tricks for attracting more patients and growing your business. Whether you’re a seasoned practitioner looking to sharpen your strategy or just starting out, you’ll get the valuable insights you need...

The Overachiever's Blind Spot: When to Get Help for Your Dental Practice 13.01.2021

Casey Hiers and Jarrod Bridgeman welcome COO and Analyst Brogan Baxter to discuss a critical issue facing high-achieving dental practice owners: the importance of knowing when you don't know enough . Dentists are serial overachievers—valedictorians and top-of-class professionals—whose pride in their clinical craft can sometimes prevent them from seeking help in other vital areas. Hear why delaying...

Forecasting 'Normal': What Dental Practice Owners Can Expect in 2021 05.01.2021

Casey Hiers and Jarrod Bridgeman welcome Chief Operating Officer and Analyst Brogan Baxter to look ahead at 2021. After navigating a challenging 2020, every dental practice owner is asking the million-dollar question: When will things get back to normal? Brogan shares his forecast, suggesting that the back half of 2021 is when most experts expect a return to normalcy. While practices were largely...

2020: The Year That Uncovered the Cracks in Your Dental Practice (and Society) 14.12.2020

New co-host Jarrod Bridgeman joins Casey Hiers to reflect on the profound impact of 2020 on both their personal lives and the broader world. For dental practice owners, the past year has been a wake-up call. Casey shares his perspective on how the production focus that historically "solved" financial issues has, in fact, been covering up a serious problem: a fundamental lack of solid systems and p...

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