Success in dentistry doesn’t eliminate problems — it simply trades them for a new, more complicated set. In this episode, Casey and Jarrod dive into the “rare air” challenges that high-performing practice owners face, from being booked out for months to handling rapid growth that your CPA didn’t prepare for. It turns out that fee-for-service, high-income, and strong demand come with their own financial pitfalls. They explore what happens when your cash flow is overflowing, your structure isn’t optimized, or you’ve plateaued at a level few peers can relate to. Should you expand? Add an associate? Stick with the golden goose?

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With March Madness heating up, Casey and Jarrod break down why running a dental practice looks a whole lot like leading a championship basketball team. From avoiding costly “turnovers” to knowing when to rely on specialized support, they show how practice owners play both head coach and star player—and why that can be a dangerous combo without the right team around them. Packed with underdog stories, real-world parallels, and plenty of laughs, this episode highlights what it takes to build a winning program in dentistry. Whether you're running drills daily or simply trying to avoid overtime in your career, Casey and Jarrod share how the right strategy—and the right support—can turn any practice into a Final Four contender.

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Feeling confused about how a 401(k) actually works—or how it impacts you as both the practice owner and the plan sponsor? Casey and Jarrod bring in Four Quadrants associate financial planner Kal Owen to break down the rules, the myths, and the big changes shaping retirement planning in 2024. From tax advantages and employee matches to state-mandated plans and Roth vs. traditional decisions, the crew dives into it all with plenty of laughs along the way. Whether you already offer a 401(k) or you’re trying to decide if now’s the right time, this episode makes the complicated feel simple. Kal lays out what owners should consider, how to customize a plan, and why compliance still matters (thanks, TPA!).

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

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In this episode, Casey and Jarrod dive into a topic every practice owner faces, but few want to admit—what happens when you avoid the uncomfortable parts of business ownership. From overhead and insurance issues to partnership pitfalls and late-stage financial panic, they explore how small decisions (or non-decisions) in your 30s and 40s can come roaring back in your 50s. And yes, it gets real… fast. But this isn’t a doom-and-gloom conversation. It’s a reminder that courage—paired with strategy—changes everything. The guys share stories from the road, lessons from owners coast to coast, and why facing challenges early can mean freedom, flexibility, and far less stress later.

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

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This week, Casey and Jarrod sit down with Dr. Michael Taher for a candid, entertaining look at what really happens when you take over a family dental practice. From the unexpected challenges of stepping into an established office to learning the ropes of ownership faster than planned, Dr. Taher shares the messy, honest, laugh-so-you-don’t-cry version of inheriting the family business. They dive into his early “oh no” moments, the reality of running a shrinking practice, and the surprising place he discovered the business support he didn’t even know he needed. If you’ve ever wondered what it’s actually like to be handed the keys to a family practice, this episode tells all.

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

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In this episode, Casey and Jarrod team up with Kevin Rhoton, MBA/CPA, to break down the “shiny” tax deductions that practice owners love to chase—but probably shouldn’t. From overpaying your kids to unnecessary equipment splurges, they dive into the myths, the math, and the traps that look smart on the surface but fall apart under real scrutiny. With laughs, real-world examples, and Kevin’s no-nonsense expertise, you’ll walk away understanding which strategies truly help…and which ones just drain your bank account. If you’ve ever wondered whether that new gadget, business dinner, or “company car” is actually doing anything for your bottom line, this is your episode.

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

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In this upbeat episode, Casey and Jarrod pull back the curtain on what truly happens after a dentist becomes a Four Quadrants client. From first-year milestones to doubled savings and stress levels finally dropping, they share real stories from real docs whose financial lives took a major turn for the better. The wins are big, but the relief might be even bigger. You’ll get a fun behind-the-scenes look at client celebrations, surprising mindset shifts, and the remarkable financial improvements that unfold once a practice finally gets the support it deserves. If you’ve ever wondered what year one actually looks like, this episode brings the receipts, and the inspiration.

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

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In this candid and entertaining episode, Casey and Jarrod pull back the curtain on a mindset they’ve seen across the country for more than two decades: the stories practice owners tell themselves. From shame and avoidance to blaming geography and insurance, they explore why so many dentists quietly shoulder stress instead of facing the truth that could change everything. With monster trucks, rodeo analogies, and real conversations from the Yankee Dental Congress, they highlight a simple truth—progress requires courage. Whether you’re thriving, stuck, or just tired of “holding on for dear life,” this episode delivers the jolt of honesty (and humor) every practice owner needs to hear. Let’s get unstuck.

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IIn this lively episode, Casey and Jarrod team up with CPA and BBQ-powered tax wizard Kevin Rhoton to demystify one of the most confusing parts of dentistry finances: tax basis. From Mountain Dew emergencies to real-world examples, they break down what basis actually is, why it matters, and how easily practice owners can get themselves upside-down without even realizing it. You’ll hear how poor planning, big equipment purchases, and outdated entity structures can quietly wreck your tax situation—all while you think you’re doing everything right. With humor, clarity, and just the right amount of tough love, the trio explains how tracking basis correctly can save you headaches, dollars, and surprises at tax time. Tune in and finally get this “invisible” part of your practice under control!

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In this episode, Casey and Jarrod dig into one of the most common misconceptions in dentistry: blaming cash-flow issues solely on taxes. While tax surprises and bad CPA advice absolutely get practice owners fired up, the guys reveal why fixing your tax situation is only the tip of the iceberg. From overhead problems to weak systems to siloed advisors, they unpack why cash-flow struggles are almost never caused by a single issue. With humor, relatable stories, and a little weather commentary thrown in, Casey and Jarrod walk through how real financial health comes from coordinating every part of your practice—not just the tax return.

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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