Tax day has passed, but the work isn’t over. In this episode of The Millionaire Dentist, Jarrod Bridgeman sits down with CPA Brodie Hough to discuss how to navigate the "post-tax season" landscape without leaving yourself vulnerable to the IRS.

We’re moving beyond the filing deadline to tackle the logistical and strategic questions that keep practice owners up at night—from exactly how long you need to keep that stack of paper to why a "big refund" might actually be a sign of poor planning.
















































































































































































































































































In this episode, we cover:

• The Seven-Year Rule: A definitive guide on record retention for business vs. personal returns, and which documents you should never, ever throw away.
• The Price of Procrastination: Breaking down the 25% penalty traps for failing to file or pay, and how the IRS views extensions (hint: it’s not an extension to pay).
• Aiming for Net Zero: Why a $1M practice should strive for a "near zero" tax balance and how to use quarterly estimates to stay penalty-safe.
• The "One-Time" Get Out of Jail Free Card: How to leverage IRS penalty abatement if you’ve found yourself on the wrong side of a deadline.
• Audit Myths Debunked: Why delaying your filing doesn't actually lower your risk of an audit, and the importance of CPA/Financial Planner coordination.

Don't let post-tax season clutter or confusion stall your momentum. Join us for a tactical deep dive into protecting your practice and your peace of mind.





Upcoming Tour Dates: Go to our EVENTS page for info

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Burnout isn’t just about being tired; for a dental practice owner, it’s a complex mix of clinical physical strain, decision fatigue, and the heavy weight of financial pressure.

In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman break down why so many mid-career dentists feel "stuck" even when they look successful on paper. We explore how underlying issues, like high insurance write-offs and shaky financial systems, often lead owners to make risky "next big thing" moves that only compound their stress.
















































































































































































































































































In this episode, we discuss:

• The Four Faces of Burnout: Identifying the physical, mental, emotional, and financial stressors that go undiagnosed in the dental community.
• The "Cheerleader" Trap: Why relying on advisors who only make you feel good is a disservice to your practice’s health.
• Clinical Rigor for Your Business: Why you should apply the same diagnostic precision to your cash flow and overhead that you apply to a complex clinical case.
• Intentional Change: How systematic adjustments to taxes and insurance can buy you back the time needed for self-care, family, and a thriving team culture.
• Breaking the Silence: Why vulnerability is the first step toward reclaiming your passion for dentistry.

If you’ve been rationalizing your stress because "it could be worse," this conversation is the wake-up call you need to stop treating the symptoms and start fixing the root cause.





Upcoming Tour Dates: Go to our EVENTS page for info

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You would never accept a "subpar" standard of care for your patients, so why are you accepting one from your CPA?

In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman call out the "clinical double standard"—the phenomenon where elite dentists hold themselves to the highest standards at the chair but tolerate habitual extensions, messy QuickBooks, and late tax returns in the office.
















































































































































































































































































We’re pulling back the curtain on:

• The Red Flags of Subpar Accounting: From inconsistent P&Ls to "Hail Mary" tax moves like last-minute Section 179 equipment buys that actually hurt your cash flow.
• The "Reluctance" Trap: Why busy owners settle for local or "popular" CPAs simply because they don't want to add another project to their plate.
• The High Cost of Missed Data: How bad accounting leads to flawed decisions about real estate, equipment, and even your personal life (like second homes and schooling).
• Choosing Your "Hard": Why fixing your accounting systems now is far easier than the "hard" of realizing you've left six figures on the table at retirement.

If you’ve been told to "just buy a new truck" to save on taxes, this episode is the wake-up call you need to move toward proactive, monthly oversight and a legitimate tax strategy.





Upcoming Tour Dates: Go to our EVENTS page for info

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Between geopolitical tension in the Middle East and sticky inflation at home, the market has felt more like a rollercoaster than a retirement plan lately. In this episode of The Millionaire Dentist, host Jarrod Bridgeman sits down with CFP® Austin Hooker to dissect the recent "volatility shock" and what it actually means for dental practice owners.

We move past the scary headlines about oil prices and interest rates to look at the data. Austin shares historical perspectives—from the 1970s oil embargoes to modern-day conflicts—to explain why a 5–8% dip is a normal "speed bump" rather than a total breakdown.

















































































































































































































































































Upcoming Tour Dates: Go to our EVENTS page for info

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Sometimes, a travel nightmare is the perfect metaphor for a struggling business. In this episode, a turbulent trip to Bozeman serves as the backdrop for a serious conversation about the risks of flying blind in your dental practice.

Casey and Jarrod share a candid look at a common reality: the clinician who is "excellent at the chair" but essentially "lost in the air" when it comes to their finances. We’re breaking down the psychological barriers—like the fear of vulnerability and the "head in the sand" mentality—that keep talented dentists buried in debt and behind on retirement.

















































































































































































































































































Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

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What if you were borrowing against your own practice's equity without even knowing it? In this episode, Casey Hiers and Jarrod Bridgeman pull back the curtain on "shareholder loans"—a common but often misunderstood financial mechanism that can quietly derail a dentist's path to financial independence.

The hosts explain how poor tax strategies and "hands-off" accounting practices can lead to undisclosed loans that create massive headaches during practice sales and tax season. Tune in to learn how to spot these red flags on your financial statements, why your current CPA might be missing them, and the proactive steps you can take to ensure your practice’s equity stays in your pocket, not in a loan balance.

















































































































































































































































































Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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The industry changes, but the core challenges of running a dental practice remain remarkably consistent. In this foundational episode of The Millionaire Dentist, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on how Four Quadrants Advisory has spent over 22 years helping practice owners master the business side of dentistry.

We move past the transactional "quick fixes" and dive into what it actually takes to build a life-changing financial strategy. If you’ve ever felt like the "business" part of your practice is a second full-time job you didn't sign up for, this episode is your roadmap to taking back control.

















































































































































































































































































Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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Success in dentistry isn’t just about being a great clinician; it’s about being a master strategist. In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman sit down to discuss why "playing it safe" is often the riskiest move a practice owner can make.

From Casey’s battle with a stubborn sore throat to Jarrod’s recent deep dive into a competitive Magic: The Gathering tournament, the guys find inspiration in the most unlikely places. They draw a direct parallel between the high-stakes strategy of a card game and the complex maneuvers required to run a profitable dental practice.

















































































































































































































































































Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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In this power-packed episode, Casey Hiers and Jarrod Bridgeman are diving into the "tax-heavy" side of dental practice ownership to ensure you aren't leaving money on the table. From the critical importance of a dental-specific CPA to avoiding those pesky IRS penalties, the guys break down how to stay ahead of the game.

We’re also looking at "last-minute" wins you can still claim for 2025, including deductible retirement and HSA contributions. Plus, don't miss the scoop on the brand-new Trump accounts for children born between 2025 and 2028—complete with government contributions—and why an IRS Identity Protection PIN is your best defense against tax fraud.

















































































































































































































































































Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

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What do a secret family chili recipe and a thriving dental practice have in common? More than you’d think. The team at Four Quadrants Advisory takes a break from the spreadsheets for a light-hearted look back at their recent company chili cook-off. But beneath the spice and the sourdough, there’s a deeper lesson about business ownership.

In this episode, we dive into: Why the diversity in chili flavors mirrors the unique "ingredients" that make every dental practice different—and why you need a clear vision to make yours stand out, navigating the common stressors of practice ownership, from financial strain to the exhaustion of wearing too many hats, why even the best "chefs" in the dental world need coaching and expert advice to refine their results, and more.

















































































































































































































































































Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory