The Millionaire Dentist™

Your hygiene department might be the most underutilized profit center in your entire practice—and Casey and Jarrod are here to pull back the curtain. From rushed appointments to inconsistent perio exams, they break down the silent inefficiencies that quietly drain tens of thousands from practices every year. And yes… even a great hygienist can underperform without the right structure, leadership, and time. In this energetic episode (fueled partly by Mountain Dew), the guys explore what healthy hygiene benchmarks look like, why time matters, and how a simple chart audit can reveal more than you expect. While hygiene alone won’t solve your entire financial picture, optimizing it can create noticeable gains—and set the stage for the real millions dentists can capture with the right systems in place.

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



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Embezzlement isn’t just a scary headline—it’s something far more common in dental practices than most owners realize. In this episode, Casey and Jarrod dive into the uncomfortable but essential topic of what to do when you think someone on your team might be stealing from you. From real numbers to real emotions, they break down the anger, guilt, fear, and betrayal that hit practice owners the moment something doesn’t add up. With their usual humor (and a few throwback references younger listeners may have to Google), they explain why panicking, confronting staff, or going full vigilante is the worst thing you can do.

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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Fresh off the road from major dental shows, Chad Tothero joins Casey and Jarrod to spill the behind-the-scenes secrets of those flashy DSO booths—the lights, the drinks, the sales pitches, and the promises that sound just a little too perfect. After a surprising conversation with a DSO attorney, Chad starts asking the questions that suddenly make the razzle-dazzle dim. In this episode, the crew breaks down exactly how DSOs sell the dream, what they conveniently leave out, and why thriving practice owners may want to think twice before signing away control. From “big check” fantasies to lost autonomy, they highlight how Four Quadrants helps owners stay independent, profitable, and insulated—no matter who sets up shop across the street.

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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Tax Day may be over, but the sting of a $10,000 surprise—whether you owed it or got it back—can linger. In this episode, Jarrod sits down with CPA and onboarding specialist Kevin Rhoton to uncover why massive tax swings happen and how dental practice owners can finally get off the roller coaster. From missed deductions to outdated entity structures, Kevin breaks down the hidden issues he sees every day. They also dive into real examples from onboarding: huge refunds, huge balances due, and the simple structural fixes that could’ve prevented them all. Whether you’re wondering if your CPA is doing enough or just want more predictability in April, this episode walks you through how a complimentary Four Quadrants tax assessment can reveal what’s really going on behind the numbers.

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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Spring is here, and while everyone else is dusting off shelves and opening windows, Casey and Jarrod take “spring cleaning” to a whole new level—inside your practice’s finances. From hidden inefficiencies to surprising wins, they draw the perfect (and hilarious) comparison between cleaning a garage and cleaning up a dental practice’s financial house. In this episode, you’ll hear real stories of unexpected finds—both the good (like thousands in missed tax savings) and the ugly (hello, shareholder loan dead-mouse equivalent). With humor, honesty, and a little sneezing, Casey and Jarrod break down why a deep financial cleanout might be exactly what your practice needs this season.

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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Tax Day is coming fast, and CPA/JD Steve “Pipes” Levy joins Jarrod to break down one of the most misunderstood topics in dentistry finance: tax extensions. They tackle the biggest myths—like whether extensions trigger audits or delay payment deadlines—and explain when filing one is not only okay but actually smart. From missing documents to brokerage statements that always show up late, Steve shares the real reasons people extend (and the costly mistakes many make when they do). He also spills a few insider tips on keeping your records tight, avoiding penalties, and staying far away from that dreaded box of year-old receipts.

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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CFP® Stacy Phillips joins Casey and Jarrod to break down one of the most confusing parts of money management: the difference between an investment advisor and a true financial planner. She explains why dentists often get targeted with questionable “opportunities,” what red flags to watch out for, and why having a comprehensive plan—not just someone picking your investments—is the real game-changer. From hilarious March Madness bragging rights to Ponzi schemes, FINRA BrokerCheck, and why your crazy uncle should not be your financial guru, this episode is packed with practical tips and eye-opening insights.

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 sit down with CFP® Colin Holmes to break down the recent headlines around Silicon Valley Bank and explain why it’s got everyone in the financial world talking. From bank runs to treasury troubles, they unpack what happened in a way that makes sense—even if you’re not a Wall Street expert. They also dive into how smaller banks can struggle compared to the big players, the role of regulation (or deregulation), and why ESG initiatives can sometimes distract from the basics of banking. Whether you’re a dentist, business owner, or just curious about your money, this episode gives you the insight you need to stay savvy and avoid financial surprises.

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 one of the most surprising stats in dentistry: dentists retire, on average, seven years later than everyone else. They explore why a profession known for high income often struggles to produce early—or even on-time—retirement. Spoiler: it’s not just debt… and it’s not just burnout. From tangled finances to skewed income perceptions, rising stress, and the mental load of running a practice, they break down the real reasons many dentists work well past the national average. Whether retirement feels decades away or right around the corner, this episode sheds light on what’s holding dentists back—and how to change the story.

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 is back in the studio and ready to stir the pot with Jarrod as they dive into a universal pain point for dentists: terrible cash flow. From “cooking the books” to outdated fees, hidden tax surprises, and being booked out months because insurance is eating your margins, they break down why so many practice owners feel stuck, stressed, and constantly behind. Together, they peel back the layers on the real reasons cash flow suffers, and the small, practical fixes that start turning everything around. Whether you’re drowning in overhead, clueless about your true numbers, or convinced the only escape is selling to a DSO, this episode reminds you that good cash flow isn’t magic… it’s management.

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