Unpack what separates an average accountant from a truly proactive CPA. Steve explains why so many practice owners experience delayed books, tax surprises, and missed opportunities — and how working with a CPA who stays ahead of the numbers can transform a dental practice’s financial health.From navigating PPP forgiveness to eliminating year-end tax shocks, this conversation dives deep into the kind of hands-on, forward-looking accounting that helps dentists keep more of what they earn. If you’ve ever wondered whether your CPA is doing enough for you, this episode will give you the clarity and the questions you need to ask.

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Hosts Casey Hiers and Jarrod Bridgeman sit down with Jason Smith, Founder and CEO of Four Quadrants Advisory, to challenge one of the biggest myths in dentistry — that owning multiple practices is the only path to real wealth and success. Jason pulls back the curtain on why expanding too fast (or for the wrong reasons) can actually hurt your income, stress levels, and long-term financial freedom.

From social media pressure to “cheerleaders” in the industry encouraging risky growth, this episode exposes the hidden costs of chasing more instead of mastering what you already have. Whether you’re thinking about buying a second practice or simply want to make your current one more profitable, this discussion delivers the straight talk every dentist needs to hear before making their next big move.

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host Casey Hiers sits down with Eric Pook, President of Cirrus Consulting Group, to uncover how the pandemic reshaped the dental leasing landscape — and what practice owners still need to look out for. From unexpected pitfalls hidden in lease agreements to costly missteps that many dentists made during COVID, Eric shares insider advice on how to avoid financial traps and protect your practice’s future.

Whether you’re renewing your lease, expanding, or just trying to understand the fine print, this conversation is packed with must-know strategies for staying ahead in today’s changing real estate market. Don’t sign another lease — or make another payment — until you’ve heard this episode.
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Casey Hiers and co-host Jarrod Bridgeman are joined by special guest, COO and part-owner Brogan Baxter, to tackle the biggest challenge for practice owners: The Dual Role Dilemma. Dentists must be both the chief executive and the primary producer, a conflict that leaves them at a distinct disadvantage compared to typical CEOs who focus solely on management.

The discussion centers on the failure of the "office manager solution." While an office manager is meant to be the owner's eyes and ears, they rarely take enough work off the dentist's plate. Brogan reveals that the key to success lies in implementing systems and consistent protocols for free-flowing information and proactive reporting.

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Are you getting the most out of your relationships with your dental supply representatives? Casey and Jarrod sit down with John Malone, a former dental supply rep with a decade of experience, to unpack this often-overlooked area of practice management.

John defines what falls under the umbrella of "dental supplies" and reveals how many physical reps a practice typically interacts with. Learn why building strong relationships with your reps is crucial and how you can leverage their knowledge and resources to drive real benefits for your practice operations and bottom line.

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Did you know the outcome of the Big NFL Game might be tied to the stock market's performance? Financial Planner and Analyst Will Taylor joins hosts Casey and Jarrod to tackle the fascinating, and yes, slightly tongue-in-cheek, Super Bowl Indicator.

They dive into the statistics behind this long-running correlation, specifically exploring why an NFC victory has historically been linked to more positive annual returns for the S&P 500. Is it a joke, or is there some surprising validity to the numbers? Listen now to find out if you should start rooting for a specific conference to boost your portfolio!

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Seeing terms like "Reddit," "short squeeze," and "AMC" everywhere but still confused? Hosts Casey Hiers and Jarrod Bridgeman sit down with Financial Planner and Analyst Will Taylor to break down the GameStop stock frenzy in layman's terms.

Will starts with a crucial explanation of what a short sale is—borrowing a stock to bet on its price falling—and then clearly walks through how that mechanism led to the historic, Reddit-fueled short squeeze that rocked Wall Street. Tune in for an educational deep-dive into the market dynamics, hedge fund reactions, and what the wild volatility means for the individual investor.

Disclaimer: This episode is for educational purposes only and is not investment advice.

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Life is stressful, but for a practice owner, the pressure is exponential. Join Casey Hiers and Jarrod Bridgeman as they dive into the unique stresses and struggles faced by dentists and specialists running a business today.

They tackle the sleepless-night concerns every owner deals with: cash flow, tax management, practice account balances, and asking, "Why isn't my hard work paying off?" The hosts discuss why stress is at an all-time high, even while trying to deliver great dentistry, and offer an initial conversation about potential solutions to help practice owners manage the financial load and focus on what they do best.

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Ready to fill your appointment book? Join hosts Casey Hiers and Jarrod Bridgeman as they pull back the curtain on dental practice marketing.

In this essential episode, they share their expert tips and tricks for attracting more patients and growing your business. Whether you’re a seasoned practitioner looking to sharpen your strategy or just starting out, you’ll get the valuable insights you need to navigate the competitive world of dental marketing. Stop guessing and start growing!

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Casey Hiers and Jarrod Bridgeman welcome COO and Analyst Brogan Baxter to discuss a critical issue facing high-achieving dental practice owners: the importance of knowing when you don't know enough.

Dentists are serial overachievers—valedictorians and top-of-class professionals—whose pride in their clinical craft can sometimes prevent them from seeking help in other vital areas. Hear why delaying outreach only makes problems worse, and learn how recognizing your blind spots is the crucial first step toward making significant, positive changes in your 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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