The Millionaire Dentist™

Summer may bring sunshine and pool days, but it also brings rising stress—both outside and inside the practice. In this episode, Casey and Jarrod trade stories about brutal heat waves, sunburn-level mistakes, and the dental practice pressures that hit just as hard. From staff turnover and equipment failures to inflation squeezing every corner of your business, they break down what “the heat” really looks like for practice owners. Drawing clever parallels between surviving triple-digit temperatures and navigating high-pressure practice moments, the duo shares practical steps dentists can take to protect themselves. Think of it as the sunscreen, shade, and hydration your practice needs—knowing your numbers, preparing proactively, and avoiding the burn that comes from ignoring warning signs. Tune in for a fun, relatable, and seriously useful conversation.

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Upcoming Tour Dates: Go to our EVENTS page for info

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In this episode, Jarrod sits down with Steve Levy, CPA & JD, and Colt Smith, Senior Tax Accountant, to dig into one of the most surprisingly beneficial practice strategies—hiring your kids. They break down what’s allowed, what’s not, and how paying your children can legitimately lower taxes while teaching them responsibility and the value of work. From payroll rules and child labor laws to tax-free income, 529 plans, and the pitfalls that trigger red flags with the IRS, Steve and Colt explain how to do it the right way. Whether you're curious, skeptical, or already considering hiring your child, this conversation brings clarity, humor, and real-world insight to a topic dentists ask about all the time.

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



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In this episode, Casey and Jarrod are joined by Dr. Grace Yum, pediatric dentist, entrepreneur, and Founder & CEO of Mommy Dentists in Business. Together, they explore the real challenges working moms face in dentistry, from mom guilt to juggling multiple roles, and why creating a supportive community matters more than ever. Dr. Yum shares her journey of building a 9,000-member network, the truth about work-life “balance,” and how dentists can thrive both at home and in their practices. Packed with refreshing honesty and practical wisdom, this conversation is a must-listen for anyone striving to lead, parent, and practice with purpose.

For more information about Mommy Dentists visit: Mommy Dentists in Business

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 break down what every dentist should evaluate before purchasing a practice—whether it’s your first or your fourth. From overhead and insurance mix to staffing, production trends, and hidden financial red flags, they walk through the “practice inspection” every buyer needs to perform. They also unpack how emotions can cloud judgment during a big opportunity, and why slowing down to analyze the details can save you from inheriting major problems. If you’re considering buying a practice, this conversation will help you separate excitement from reality and make a smarter, more informed decision.

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 draw a sharp line between the thrill of an 80–1 Derby upset and the reality of running a dental practice. While a long shot can win a race, relying on luck rarely leads to financial stability, predictable income, or a healthy business. Together, they break down why so many dentists unknowingly “roll the ball out” and hope for the best—and what actually creates long-term success. From systems and cash flow to taxes, overhead, and leadership, this conversation shows why smart, steady decisions beat risky gambles every time.

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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Jarrod and Casey sit down with Steve Levy, CPA & JD, to unpack one of the most misunderstood—and most commonly ignored—practice expenses: the Business Personal Property Tax. From dental equipment to furniture to the random items you don’t even think about, Steve explains what actually counts, what doesn’t, and why this tax matters more than most dentists realize. Steve breaks down how reporting works, why it varies by state and county, and how failing to track your assets properly can lead to unnecessary tax bills year after year. Whether you’re unsure what’s on your depreciation schedule or don’t even know this tax exists, this episode lays out the essentials so you can stay compliant, avoid overpaying, and finally take control of this forgotten corner of practice finances.

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 sit down with Josh Smith, Co-Owner and COO of Dental Claim Support, to uncover one of the most overlooked money drains in dentistry: insurance mismanagement. Josh breaks down why so many practices struggle with billing, insurance adjustments, and collections—and how even strong, busy offices quietly lose tens of thousands each year without realizing it. Together, they walk through the real warning signs that your practice is “drowning in insurance,” from inflated write-offs to aging claims to misleading collection percentages that look good on paper but hide serious problems.

Learn More About Dental Claim Support

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Upcoming Tour Dates: Go to our EVENTS page for info

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In this episode, Jarrod sits down with Jason Smith, Founder, CEO, and President of Four Quadrants Advisory, to expose how PPO plans silently drain dental practices—and why so many dentists feel trapped by them. Jason breaks down the hidden costs, the write-offs that quietly destroy profitability, and the dangerous mistake of cutting PPOs too quickly without proper preparation. Together, they walk through the strategic steps every dentist must take before dropping a plan: stabilizing cash flow, strengthening the business, negotiating fees, right-sizing the practice, and adding fee-for-service procedures that rebuild confidence and margin.

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 break down the real advantages behind bringing a partner into your dental practice—beyond the surface-level ideas most people consider. From reducing the pressure of producing while you’re away, to gaining a trusted colleague to share decisions, responsibilities, and the emotional load of ownership, they explore why many solo dentists start feeling the pull toward partnership. They also unpack the nuances that make partnerships work—or fall apart. From differing personalities to varying clinical interests, the hosts discuss what makes a partnership mutually beneficial versus stressful.

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 unpack a brutally honest reality many dentists face: clinically they’re elite, but financially they’re often surrounded by people who tell them what they want to hear—or nothing at all. From shallow advice on big purchases to unanswered questions during critical decisions, they explore why so many practice owners unknowingly settle for mediocrity on the business side. They also dig into the psychology behind it: why dentists, who thrive under precision and pressure, often avoid confrontation and accept subpar guidance until a major crisis—like a tax surprise or cash-flow shock—forces change.

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