The Millionaire Dentist™

As 2024 approaches, the IRS has rolled out its newest retirement plan limit updates—so Jarrod brings in Four Quadrants’ own tax mastermind, Steve “Pipes” Levy, CPA & JD, to break it all down. From 401(k) deferral bumps to IRA contribution tweaks and shifts in Social Security wage bases, Steve unpacks what’s changing and why it matters for practice owners. With humor, clarity, and plenty of real-world examples, this episode helps dentists understand how these updates affect their planning, contributions, and take-home pay. Whether you're optimizing your retirement savings or double-checking how these limits impact your compensation strategy, this quick and insightful conversation has you covered.

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In this episode, Jarrod sits down with Jason Smith—CEO, Founder, and Chief Investment Officer of Four Quadrants Advisory—to break down the wild world of market volatility. From the chaos of 2022 to the confusing trends of today, Jason reveals how his active investment approach protects dental practice owners when the market goes sideways. Spoiler: avoiding massive losses matters more than chasing flashy wins. Jason also unpacks the truth behind recession chatter, rising interest rates, and why only seven stocks are responsible for nearly all of the S&P 500’s success this year. With a mix of clarity, candor, and real strategy, Jason explains exactly how Four Quadrants shields clients’ wealth while still positioning them for long-term growth.

Interested in more info on how to: Earn More, Save More, and Retire Early



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In this eye-opening episode, Casey and Jarrod dig into one of the most common dentist-to-dentist conversations: staff complaints. They explore why so many practice owners default to blaming their teams—and how that habit often hides deeper issues with leadership, clarity, and accountability. With plenty of humor and real-world stories, they break down the four types of team cultures they see again and again, from “just get through the day” to the true gold standard: a collective pursuit of excellence. Casey and Jarrod challenge listeners to take an honest look in the mirror, because the tone, culture, and success of a practice always start at the top.

Interested in more info on how to: Earn More, Save More, and Retire Early



Upcoming Tour Dates: Go to our EVENTS page for info

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In this episode, Casey and Jarrod pull back the curtain on their upcoming Orlando CE event—and why it’s nothing like the typical “one-tip” dental courses most doctors are used to. From a Ritz-Carlton venue to real talk about cash flow, overhead, and the hidden pitfalls of practice ownership, they share what makes this CE stand out and why so many dentists leave saying, “How did you know all of that about my practice?”With humor, honesty, and behind-the-scenes stories, they explain the camaraderie, the breakthroughs, and the uncomfortable-but-necessary truths that help dentists finally gain control of the business side of dentistry. If you’ve ever wondered why clinical CE hasn’t solved your stress, this episode gives you a preview of the event that actually does.

Interested in more info on how to: Earn More, Save More, and Retire Early



Upcoming Tour Dates: Go to our EVENTS page for info

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In this eye-opening episode, Casey and Jarrod dig into the real reasons so many practice owners feel overwhelmed, burned out, or flat-out defeated. From soaring insurance adjustments to rising overhead and reactive tax planning, they break down the silent stressors that keep dentists stuck in survival mode—even when they’re working harder than ever. With humor, candid insights from the road, and stories only dentists can relate to, they explore how mindset, numbers, and the right support can transform a practice from barely surviving to confidently thriving. If you’ve ever wondered, “Why does this feel so hard?”—this episode is your must-listen reset.

Interested in more info on how to: Earn More, Save More, and Retire Early



Upcoming Tour Dates: Go to our EVENTS page for info

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In this lively episode, Casey and Jarrod dive into the world of continuing education and why so many dentists unknowingly waste time sitting through CE that doesn’t move the needle. From one-trick-pony lectures to courses that repeat the same idea for hours, they break down how to spot what’s valuable—and what’s just filling space in a conference booklet. They also reveal what makes truly high-impact CE stand out, why clinical courses can’t solve every practice problem, and how to choose sessions that deliver real growth, real insight, and real ROI for your practice. With stories from Smile Con, a Vegas roulette win, and plenty of laughs, this episode will change the way you approach CE forever.

Interested in more info on how to: Earn More, Save More, and Retire Early



Upcoming Tour Dates: Go to our EVENTS page for info

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In this candid and entertaining episode, Casey and Jarrod dive into the excuses dental practice owners use to justify stalled growth, low income, and financial frustration. From “it’ll get better on its own” to “my situation is just different,” they unpack the mental traps that keep so many dentists stuck—often for years.With real stories, sharp insights, and a few laughs, they reveal how avoidance, fear, and false reassurance can quietly erode a practice (and a retirement plan). If you’ve ever told yourself “I’ll deal with it next week,” this episode might hit a little close to home, in the best possible way.

Interested in more info on how to: Earn More, Save More, and Retire Early



Upcoming Tour Dates: Go to our EVENTS page for info

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Join Casey, Jarrod, and special guest Kevin Rhoton, CPA & MBA, as they unpack the complex world of dental practice entity structures. From S corps to C corps and sole proprietorships, they break down how your setup can either save—or cost—you thousands in taxes each year. In this episode, learn the pros, cons, and hidden pitfalls of different business entities, plus real-world examples of how overly complicated structures can drain your time and money. Whether you’re starting a new practice or rethinking your current setup, this is your guide to maximizing profits and minimizing headaches.

Interested in more info on how to: Earn More, Save More, and Retire Early

Upcoming Tour Dates: Go to our EVENTS page for info

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Casey and Jarrod dive into the psychology of dental practice owners and why some feel the need to “perform” in group settings. From flashy hobbies to multiple locations, they explore the reasons behind the showmanship and what it really says about finances and mindset. In this episode, they uncover the truth behind surface-level success, imposter syndrome, and the pressure to keep up with peers. Listen as they share insights, real-world stories, and practical takeaways for running a confident, profitable, and stress-free practice.

Interested in more info on how to: Earn More, Save More, and Retire Early



Upcoming Tour Dates: Go to our EVENTS page for info

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Casey and Jarrod are back, diving into the ever-evolving world of dental continuing education and events. From attendance challenges to industry trends, they explore why not all dental shows are created equal and what makes some experiences stand out. In this episode, they discuss how younger dentists are driven to master the business side of dentistry faster than ever, the headwinds they face, and the advice overload from friends, family, and consultants. Tune in for insights, laughs, and real talk about succeeding in today’s dental world.

Interested in more info on how to: Earn More, Save More, and Retire Early



Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory