Casey Hiers and Jarrod Bridgeman welcome Chief Operating Officer and Analyst Brogan Baxter to look ahead at 2021. After navigating a challenging 2020, every dental practice owner is asking the million-dollar question: When will things get back to normal?

Brogan shares his forecast, suggesting that the back half of 2021 is when most experts expect a return to normalcy. While practices were largely resilient in 2020—bouncing back quickly after closures thanks to government funding—Brogan warns that this financial cushion won't be there in 2021.

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New co-host Jarrod Bridgeman joins Casey Hiers to reflect on the profound impact of 2020 on both their personal lives and the broader world. For dental practice owners, the past year has been a wake-up call.

Casey shares his perspective on how the production focus that historically "solved" financial issues has, in fact, been covering up a serious problem: a fundamental lack of solid systems and processes within the practice. Tune in for a candid discussion on fighting fear, managing anxiety, and why the events of 2020 exposed the critical need for better systems in every dental office.

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CPA and Attorney Steve Levy joins Casey Hiers to provide the most current information on Paycheck Protection Program (PPP) loan forgiveness. With the forgiveness process opening up at banks and a legislative stall in the Senate, many borrowers are wondering how to proceed.

The discussion covers the specific requirements needed to qualify for the "easy form," such as maintaining employee and salary levels, and explains the impact of the House-passed bill that stalled in the Senate. Finally, you'll learn about the general forgiveness application process, including why your bank is directing you to a specific online portal.

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Thinking about jumping into real estate investment? Don't make a move until you listen to this! Host Casey Hiers and Dental Financial Planner Stacy Phillips dive into the crucial, yet often overlooked, aspect of timing in real estate. Stacy lays out the essential prerequisites for a smart investment, beginning with a hard look at your current financial health.

They discuss key questions you need to answer before committing: Is your financial house in order? How is your personal and business cash flow? Are you maximizing your annual savings? Learn what liquid assets you should have on hand and the specific characteristics that indicate you're truly ready to enter the real estate sector.

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Are you taking full advantage of the IRS's rules to save on taxes? In this timely episode, host Casey Hiers is joined by Dental-specific Financial Planner and Analyst Stacy Phillips to break down the crucial changes to IRS contribution limits for retirement plans in 2021.

They detail how these limits can directly affect you and your dental practice. Stacy explains one of the most important financial moves for a business owner: maximizing pre-tax savings. Learn how maximizing your pre-tax contributions can not only build your retirement nest egg but also immediately lower your taxable income for the year, helping you pay less in taxes now.

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Are you a dentist wrestling with the buy vs. lease decision for your practice space? You're not alone! In this episode, host Casey Hiers teams up with Dental Financial Planner and Analyst Will Taylor to strip away the "glitz and glam" and get down to the brass tacks of this critical choice.

They dive deep into the financial implications, long-term goals, flexibility, and — most importantly — how to take the emotion out of the process to make a sound business decision. Will discusses why timing is a crucial factor and what questions you need to be asking before you break ground or sign a lease agreement.

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Is that side pursuit a passionate hobby or a potential profit center? Host Casey Hiers is joined by financial experts Colt Smith and Steve Levy, JD, and CPA, to dive into a topic many successful practice owners—and their spouses—face: distinguishing a genuine business opportunity from a casual hobby for tax purposes.

From public speaking to owning a horse business, many activities incur both expenses and generate income. Casey, Colt, and Steve share personal anecdotes, practical tips, and expert advice on how to properly evaluate, track, and account for any activity where money is spent and revenue is earned. Tune in to learn why treating your passion like a business—even if it feels like a hobby—is critical for maximizing deductions and ensuring tax compliance.

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Host Casey Hiers welcomes highly-regarded dental practice consultant Larry Guzzardo for the second part of their discussion on transforming your practice. This time, Larry shares powerful insights into the tangible "before and after" impact practice owners can expect once they stop "blocking and tackling" common business issues and start working with professionals.

Casey and Larry then pivot to the critical question: What's next? Once a practice owner has cleaned up core operational and management areas, what other potential profit centers, strategic growth moves, and financial areas should they be looking at? Tune in to hear why getting your fundamentals right is just the start and how an all-in-one financial partner like Four Quadrants helps you maximize the foundation Larry helps you build.

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Not all practice management advice is created equal! In this must-listen episode, host Casey Hiers welcomes special guest Larry Guzzardo, a highly sought-after dental practice consultant, international speaker, and former faculty member at the Dawson Academy.

Larry is one of the "good guys" in practice management, and he and Casey dive deep into a crucial question for every practice owner: When is the best time to work with a dedicated practice consultant like Larry, and when does it make more sense to engage with an all-in-one financial partner like Four Quadrants? Tune in for an honest, insightful discussion that will help you chart the clearest and most profitable path for your dental practice.

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In this special public service announcement episode, Casey Hiers is joined by tax and accounting experts Steve Levy and Colt Smith. They break down the urgent and time-sensitive opportunity for dentists to apply for additional funding through the HHS Provider Relief Fund Application (Phase 3).

The deadline is November 6th, and this is a crucial chance for dental providers to receive free, non-repayable money to offset revenue and expenses impacted by COVID-19. They explain the simple application process, the eligibility requirements, and the added benefit of being able to apply for funds from the previous phase if you missed it. Tune in to learn how to claim this vital financial support before the window closes.

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