The Millionaire Dentist™

In this episode, Casey and Jarrod take a humorous yet eye-opening approach to a serious topic: how to know when your external team is holding you back. Inspired by classic Jeff Foxworthy setups, they break down seven clear indicators—like low income, tax surprises, weak retirement planning, and insurance write-offs—that signal it’s time for a change. Through practical examples and candid conversation, they reveal how the right accountant, advisor, and financial team can dramatically improve a practice owner’s income, confidence, and long-term stability. If you’ve ever wondered whether your support team is doing enough, this episode offers the clarity (and laughs) you need to move forward with purpose.

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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Upcoming Tour Dates: Go to our EVENTS page for info

Facebook: Four Quadrants Advisory

Instagram: @fourquadrantsadvisory

LinkedIn: Four Quadrants Advisory

In this episode, Casey and Jarrod tackle a topic most practice owners prefer to avoid: future pain. They explore the difference between today’s frustrations—like taxes, overhead, or staffing—and the bigger, slower-building issues that quietly grow in the background. The hosts unpack why it’s human nature to react only when something is on fire and how that mindset can sabotage long-term goals such as retirement, expansion plans, cash flow stability, and overall financial health.

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 Steve Levy, CPA & JD, to unpack one of the most overlooked opportunities for practice owners: the Research Tax Credit. Steve breaks down what it actually is, who qualifies (spoiler: far more people than you’d think), and why everyday improvements inside a dental office may count as legitimate research activities. From process upgrades to technology enhancements, the discussion reveals how routine internal projects can translate into meaningful tax savings. The trio walks through real-world examples, clarifies common misconceptions, and explains how to properly document qualifying activities so practice owners can claim the credit with confidence.

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 milestone 100th episode, Casey and Jarrod explore why the most predictable, routine, and “boring” approach to running a dental practice is often the most powerful. From financial planning to expansion decisions, they break down why consistency and simplicity tend to outperform complex strategies filled with risk and variables—especially for owners chasing real long-term success.Through candid stories and real conversations from practice owners, they reveal how the allure of big ideas, multiple locations, or rapid growth can derail progress when not grounded in fundamentals.

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 timely year-end episode, Casey and Jarrod sit down with Stevy Levey, CPA & JD, to break down the key tax strategies practice owners should be thinking about before the calendar resets. From upcoming rate changes to smart retirement contributions and well-timed purchases, Stevy helps cut through the noise and explain what actually matters—and what’s just speculation. His clear, practical advice helps listeners understand where they can take meaningful action without getting spooked by headlines. Whether you’re looking to maximize deductions, brace for potential rate hikes, or simply avoid leaving money on the table, this conversation offers straightforward guidance you can apply right away.

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 reflective end-of-year episode, Casey and Jarrod dig into the internal roadblocks that quietly hold people back from the success they say they want. From fear—both real and imagined—to the subtle “devil’s tongue” of self-doubt, they unpack the invisible forces that shape decisions, limit growth, and stall momentum. Their candid conversation reveals how much of our struggle is created long before numbers, strategy, or business challenges ever enter the picture. Together, they explore how mindset, childhood wiring, comfort, and even mild apathy can keep practice owners stuck at “good enough” instead of reaching the level they’re capable of.

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 special episode, Casey sits down with Mollie and Cheri—the spouses of two highly successful practice-owning dentists—to talk candidly about what life was really like before and after partnering with Four Quadrants Advisory. They share the stressors they witnessed at home, the pressure their husbands carried, and the financial uncertainty that quietly impacted vacations, sleep, and the overall rhythm of family life. From tax surprises to cash-flow puzzles to the emotional load of supporting a practice owner, the spouses reveal how gaining a true financial team changed everything: more clarity, more confidence, and more room to enjoy life.

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 explore how real change—whether in fitness or in running a dental practice—doesn’t come from simply “trying harder.” Most people already know the basics of improvement, but knowing and doing are two very different things. The conversation digs into why expertise, structure, and accountability are the multipliers that move results from “someday” to happening now. They dive into the psychology behind change, the difference between intention and execution, and why practice owners often stall out even when they know what needs to be fixed. From overhead to retirement savings to daily habits, Casey and Jarrod unpack how having the right coach can transform both personal goals and the financial future of a dental 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 dive into the unexpected surge in inflation—what’s fueling it, why it matters, and how it’s showing up in everyday life. From global supply chain breakdowns to fuel shortages and rapid money printing, they connect the dots behind the headlines to reveal the real forces pushing prices higher across the board. They also explore how inflation is hitting consumers directly, from the cost of home projects to empty store shelves and sticker shock at the gas station. Despite the challenges, they discuss the surprising economic bright spots and what rising demand means heading into the holiday 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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Casey sits down with Steve “Pipes” Levy, CPA, to unpack what practice owners really need to know about operating as an S-Corp. From how owners are taxed to what actually qualifies as a benefit, they break down the rules most dentists never hear about—but absolutely should. Health insurance, mileage, compensation, and write-offs all get the spotlight as Steve reveals the nuances that can protect owners from double taxation and help them avoid costly mistakes.They also explore the lesser-known pitfalls around auto expenses, dependent care, education benefits, and why improper setup can quietly drain thousands from a practice every year.

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