Casey and Jarrod are kicking off 2024 with energy, laughter, and a message every practice owner needs to hear: how you return from the holidays can set the tone for your entire year. From “keeping your axe sharp” to the reality of why so many dentists work far longer than they want to, this episode dives into the mindset shift required to reclaim control of your business—and your future. They also look ahead to a packed year of events, CE sessions, and national meetings, including Yankee Dental and Four Quadrants’ own high-impact workshops. If you’re ready to make smarter business decisions, avoid burnout, and build a path to retiring years earlier, this episode brings the inspiration and perspective to jumpstart your year with purpose. Let’s get to work!


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In this episode, Jarrod teams up with Steve Levy, CPA & JD, to unpack one of the hottest new requirements hitting business owners in 2024: Beneficial Ownership Information reporting. Don’t let the name scare you — Jarrod and Steve make this complex topic surprisingly entertaining as they break down what BOI is, who has to file, and why it matters. From karaoke performances at the office party to real-world examples of how these new rules can affect practice owners, this episode blends clarity, humor, and practical insight. Whether you’re a 100% owner or share ownership across partners (or spouses with tiny Etsy side gigs), this conversation will help you understand exactly what’s coming and how to stay compliant without the headache.

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The end of the year is here, and that means one thing—tax decisions that can either save you money or come back to bite you. In this episode, Jarrod teams up with CPA and JD Steve Levy to break down everything practice owners should be thinking about as December wraps up: bonuses, holiday parties, meals deductions, write-offs, and the IRS changes heading your way in 2024. Steve brings clarity, Jarrod brings jokes, and together they make taxes feel (almost) fun. Whether you're handing out gift cards, planning the office party of the decade, or trying to understand what the IRS just changed again, this episode gives you the straightforward, proactive guidance every dentist needs before the year ends. Let’s make tax season a whole lot less painful.

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Change can feel exciting… or absolutely terrifying. In this episode, Casey and Jarrod dive into why dentists often resist change, even when it’s the very thing that could transform their practice, income, and sanity. From peer pressure purchases to the fear of the unknown, they unpack the quirky, relatable reasons many owners cling to the familiar—no matter the cost. With stories from real events, laugh-out-loud moments, and honest conversations about money, habits, and growth, the hosts explore how embracing the right change (backed by real data) can unlock massive gains.

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In this lighthearted Thanksgiving-themed episode, Casey and Jarrod dig into the unexpected parts of practice ownership that dentists should be grateful for—even when they feel more frustrating than festive. From insurance plans that helped launch a startup, to staff who can make or break your culture, to patients who are wonderful… until they’re not, the guys unpack the funny and honest truth behind gratitude in dentistry. They explore how blessings can quickly turn into headaches without strong leadership, clear systems, and healthy boundaries—and why reflection this time of year often sparks big realizations for practice owners. With humor, honesty, and plenty of relatable moments (including donut regret), this episode offers a refreshing reminder of what’s working, what’s not, and what deserves a little thanks.

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As 2024 approaches, the IRS has rolled out its newest retirement plan limit updates—so Jarrod brings in Four Quadrants’ own tax mastermind, Steve “Pipes” Levy, CPA & JD, to break it all down. From 401(k) deferral bumps to IRA contribution tweaks and shifts in Social Security wage bases, Steve unpacks what’s changing and why it matters for practice owners. With humor, clarity, and plenty of real-world examples, this episode helps dentists understand how these updates affect their planning, contributions, and take-home pay. Whether you're optimizing your retirement savings or double-checking how these limits impact your compensation strategy, this quick and insightful conversation has you covered.

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In this episode, Jarrod sits down with Jason Smith—CEO, Founder, and Chief Investment Officer of Four Quadrants Advisory—to break down the wild world of market volatility. From the chaos of 2022 to the confusing trends of today, Jason reveals how his active investment approach protects dental practice owners when the market goes sideways. Spoiler: avoiding massive losses matters more than chasing flashy wins. Jason also unpacks the truth behind recession chatter, rising interest rates, and why only seven stocks are responsible for nearly all of the S&P 500’s success this year. With a mix of clarity, candor, and real strategy, Jason explains exactly how Four Quadrants shields clients’ wealth while still positioning them for long-term growth.

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In this eye-opening episode, Casey and Jarrod dig into one of the most common dentist-to-dentist conversations: staff complaints. They explore why so many practice owners default to blaming their teams—and how that habit often hides deeper issues with leadership, clarity, and accountability. With plenty of humor and real-world stories, they break down the four types of team cultures they see again and again, from “just get through the day” to the true gold standard: a collective pursuit of excellence. Casey and Jarrod challenge listeners to take an honest look in the mirror, because the tone, culture, and success of a practice always start at the top.

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In this episode, Casey and Jarrod pull back the curtain on their upcoming Orlando CE event—and why it’s nothing like the typical “one-tip” dental courses most doctors are used to. From a Ritz-Carlton venue to real talk about cash flow, overhead, and the hidden pitfalls of practice ownership, they share what makes this CE stand out and why so many dentists leave saying, “How did you know all of that about my practice?”With humor, honesty, and behind-the-scenes stories, they explain the camaraderie, the breakthroughs, and the uncomfortable-but-necessary truths that help dentists finally gain control of the business side of dentistry. If you’ve ever wondered why clinical CE hasn’t solved your stress, this episode gives you a preview of the event that actually does.

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In this eye-opening episode, Casey and Jarrod dig into the real reasons so many practice owners feel overwhelmed, burned out, or flat-out defeated. From soaring insurance adjustments to rising overhead and reactive tax planning, they break down the silent stressors that keep dentists stuck in survival mode—even when they’re working harder than ever. With humor, candid insights from the road, and stories only dentists can relate to, they explore how mindset, numbers, and the right support can transform a practice from barely surviving to confidently thriving. If you’ve ever wondered, “Why does this feel so hard?”—this episode is your must-listen reset.

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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