The Millionaire Dentist™
Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
Rising Costs, Flat Fees, and Shaky DSOs
Dentistry isn’t going anywhere. When Casey’s crown popped off mid–Milk Dud, he never thought about the cost. He just wanted it fixed by a dentist he trusted. But building real wealth as a practice owner has never been harder.
In this “State of the Union” episode, Casey Hiers and Jarrod Bridgeman cover the pressures every owner is feeling right now, and what to do besides complain about them:Rising costs, flat reimbursements: Supplies, rent, and wages keep climbing while PPO rates don’t. Most new clients’ fees come in 12–40% below the 80th percentile for their area.Staffing is...
The Scariest Number in Your Practice
Is your dental practice busy every single day, yet you constantly find yourself asking, "Where is all the money?"
In this episode of The Millionaire Dentist, hosts Casey Hiers and Jarrod Bridgeman expose one of the biggest, most dangerous blind spots in dental practice management: running a high-production office while remaining completely blind to your actual insurance write-offs. They discuss why chasing raw production and patient volume without a profitable business strategy leads straight to burnout, inflated overhead, and delayed retirement.
Upcoming Tour Dates: Go to our EVENTS page for info
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Sound Tax Strategy, Not Sneaky Loopholes
When year-end approaches, too many practice owners fall for the myth of "tax loopholes" and end up making reactive, short-sighted financial decisions.
In this episode of The Millionaire Dentist, host Jarrod Bridgeman sits down with Kevin Rhoton, CPA and MBA at Four Quadrants Advisory, to dismantle common year-end "tax loophole" myths. They break down how practice owners can stop reacting to surprise tax bills and start leveraging legitimate, proactive tax strategies that protect cash flow and build real wealth.
Upcoming Tour Dates: Go to our EVENTS page for info
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The Real Cost of a Bad Team Strategy
When practice owners talk about their biggest stressors, staff and team management usually top the list. But is staff drama really the root problem—or is it just the scapegoat hiding deeper business flaws? In this episode of The Millionaire Dentist, hosts Casey Hiers and Jarrod Bridgeman break down how to accurately measure success across both your internal practice team (hygienists, associates, front desk) and your external advisory team (CPAs, financial planners, consultants). In this episode, we cover:The Scapegoat vs. The Source: Why personnel problems get magnified when underlying cash flow, overhead, and tax issues aren't under control.Hard Metr...
The Retirement Insurance Policy Every Dentist Needs
Are you treating your retirement strategy like a game of roulette—hoping a lucky gamble on crypto, real estate, or a private equity deal will fund your future?
In this episode of The Millionaire Dentist, hosts Casey Hiers and Jarrod Bridgeman explore why relying on speculative "cute investing schemes" is a dangerous gamble for practice owners. They reveal why 75% of dentists dramatically undershoot the money required to maintain their lifestyle in retirement, and discuss how taking a disciplined, comprehensive approach acts as an ultimate "retirement insurance policy."
Upcoming Tour Dates: Go to our EVENTS page for in...
Misdiagnosing the Black Mold in Your Practice Finances
Are you throwing tens of thousands of dollars at staff issues and practice management consultants without actually fixing what's broken in your business?
In this episode of The Millionaire Dentist, hosts Casey Hiers and Jarrod Bridgeman break down the critical difference between generic practice management and custom business advisory. Using a powerful real-world analogy, they explore how practice owners often suffer for years from "black mold" problems—like high overhead, terrible tax management, and poor cash flow—while spending $60,000 to $100,000 on Band-Aid solutions that only address surface-level symptoms.
In this episode, we explore:Diagnosis Before Prescription: Why...
DSO Restructuring: Why the Hail Mary Sale is Crumbling
Hoping a corporate DSO will buy out your practice and fund your dream retirement? It’s time for a major reality check.
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman break down breaking news in the dental industry: a "tsunami" of restructurings hitting major DSOs, creditor takeovers, and billions in debt maturing for the country's largest branded networks. They explore why relying on a corporate bailout is the business equivalent of a 90-yard Hail Mary pass, and why so many doctors are left holding virtually worthless stock.
Upcoming Tour Dates: Go to ou...
The Dirty Secret: Breaking Dentistry’s 'Status Quo' Retirement
Is your practice's financial health a dirty little secret you keep to yourself? You’re far from alone. Hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on why so many talented practice owners carry the heavy, silent burden of poor cash flow, high overhead, and messy financial records.
Casey and Jarrod address the "PTSD" that comes from being burned by past consultants and explain how that cynicism traps owners into trying to DIY the business side of their practice. They break down why "hoping everything works out" is a path to working past age 70, and share th...
Handing Over the Keys: An Early Beach Retirement
What happens when a self-described "control freak" dentist decides to let go of the financial steering wheel?
In this episode of The Millionaire Dentist™, Casey Hiers sits down with longtime client Dr. David Salomons from Binghamton, New York. Dr. Salomons reflects on his seven-year journey with Four Quadrants Advisory, sharing a candid look at how he moved past his initial skepticism to completely transform his practice, his finances, and his family's lifestyle options.
If you’ve been thoroughly vetting your options but hesitating to take that next leap of faith, Dr. Salomons’ story is the ultimate proof...
Moving from Reactive Tax Panic to Proactive Strategy
If your current tax planning consists of waiting for your CPA to tell you how much you owe in April, they aren't planning; they're just reacting. And that reactive approach might be costing you your own paycheck.
In this episode of The Millionaire Dentist™, CPA Brodie Hough joins Jarrod to break down the costly tax and accounting pitfalls that plague dental practice owners. We pull back the curtain on why relying on prior-year estimates creates massive cash flow strain, and why chasing trendy internet tax "hacks" is a poor substitute for a healthy business foundation.
Stop ru...
Bourbon, Gaps, and Breakthroughs: Recapping Our Carmel CE Event
What happens when you mix a relaxed evening of bourbon tasting with a candid look at dental practice finances? You get an eye-opening reality check that completely changes how doctors view their financial future.
In this episode of The Millionaire Dentist, we recap our recent live event right here in Carmel, Indiana. We break down how an evening that started as a social dinner quickly transitioned into a deep, introspective discussion about taxes, overhead, and insurance adjustments.
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Why Motivation Fails and Familiar Patterns Win
Attending a continuing education event can leave you feeling inspired, energized, and ready to revolutionize your business. But what happens forty-eight hours later when you're back at the chair?
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman explore the emotional psychological loop that dental practice owners experience after attending a Four Quadrants Advisory CE event. They dive deep into why some dentists translate post-event motivation into life-changing action, while others retreat right back into old, stressful habits.
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The Blueprint for a $15M Retirement Trajectory
What actually happens after you sign on with a financial advisory firm? For most dental practice owners, the reality is a fragmented mess of disconnected CPAs, brokers, and advisors who never speak to one another.
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman sit down with Stacy Phillips, CFP, and Director of Financial Planning at Four Quadrants Advisory, to pull back the curtain on a completely different model. We walk through the exact journey a practice owner takes from their very first day as a client, moving from initial apprehension to total financial clarity.<...
The Tax Season Hangover: Record Retention, Penalties, and Planning
Tax day has passed, but the work isn’t over. In this episode of The Millionaire Dentist, Jarrod Bridgeman sits down with CPA Brodie Hough to discuss how to navigate the "post-tax season" landscape without leaving yourself vulnerable to the IRS.
We’re moving beyond the filing deadline to tackle the logistical and strategic questions that keep practice owners up at night—from exactly how long you need to keep that stack of paper to why a "big refund" might actually be a sign of poor planning.
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The Silent Epidemic: Diagnosing the Root Cause of Dental Burnout
Burnout isn’t just about being tired; for a dental practice owner, it’s a complex mix of clinical physical strain, decision fatigue, and the heavy weight of financial pressure.
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman break down why so many mid-career dentists feel "stuck" even when they look successful on paper. We explore how underlying issues, like high insurance write-offs and shaky financial systems, often lead owners to make risky "next big thing" moves that only compound their stress.
The Double Standard: Why Great Doctors Settle for Bad Accounting
You would never accept a "subpar" standard of care for your patients, so why are you accepting one from your CPA?
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman call out the "clinical double standard"—the phenomenon where elite dentists hold themselves to the highest standards at the chair but tolerate habitual extensions, messy QuickBooks, and late tax returns in the office.
Volatility Shocks vs. Value: Why Your Portfolio Isn't Your Practice
Between geopolitical tension in the Middle East and sticky inflation at home, the market has felt more like a rollercoaster than a retirement plan lately. In this episode of The Millionaire Dentist, host Jarrod Bridgeman sits down with CFP® Austin Hooker to dissect the recent "volatility shock" and what it actually means for dental practice owners.
We move past the scary headlines about oil prices and interest rates to look at the data. Austin shares historical perspectives—from the 1970s oil embargoes to modern-day conflicts—to explain why a 5–8% dip is a normal "speed bump" rather than a total br...
Why ‘Hoping for the Best’ is a Failing Strategy
Sometimes, a travel nightmare is the perfect metaphor for a struggling business. In this episode, a turbulent trip to Bozeman serves as the backdrop for a serious conversation about the risks of flying blind in your dental practice.
Casey and Jarrod share a candid look at a common reality: the clinician who is "excellent at the chair" but essentially "lost in the air" when it comes to their finances. We’re breaking down the psychological barriers—like the fear of vulnerability and the "head in the sand" mentality—that keep talented dentists buried in debt and behind on retire...
Is a Shareholder Loan Sabotaging Your Practice?
What if you were borrowing against your own practice's equity without even knowing it? In this episode, Casey Hiers and Jarrod Bridgeman pull back the curtain on "shareholder loans"—a common but often misunderstood financial mechanism that can quietly derail a dentist's path to financial independence.
The hosts explain how poor tax strategies and "hands-off" accounting practices can lead to undisclosed loans that create massive headaches during practice sales and tax season. Tune in to learn how to spot these red flags on your financial statements, why your current CPA might be missing them, and the proactive steps yo...
The 22-Year Playbook: Mastering the Dental Constants
The industry changes, but the core challenges of running a dental practice remain remarkably consistent. In this foundational episode of The Millionaire Dentist, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on how Four Quadrants Advisory has spent over 22 years helping practice owners master the business side of dentistry.
We move past the transactional "quick fixes" and dive into what it actually takes to build a life-changing financial strategy. If you’ve ever felt like the "business" part of your practice is a second full-time job you didn't sign up for, this episode is your roadmap to...
Strategies, Spells, and Success: Navigating the Dental Practice Game
Success in dentistry isn’t just about being a great clinician; it’s about being a master strategist. In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman sit down to discuss why "playing it safe" is often the riskiest move a practice owner can make.
From Casey’s battle with a stubborn sore throat to Jarrod’s recent deep dive into a competitive Magic: The Gathering tournament, the guys find inspiration in the most unlikely places. They draw a direct parallel between the high-stakes strategy of a card game and the complex maneuvers required to run a pr...
Tax Hacks & Trump Accounts: How to Keep More of Your Practice Income
In this power-packed episode, Casey Hiers and Jarrod Bridgeman are diving into the "tax-heavy" side of dental practice ownership to ensure you aren't leaving money on the table. From the critical importance of a dental-specific CPA to avoiding those pesky IRS penalties, the guys break down how to stay ahead of the game.
We’re also looking at "last-minute" wins you can still claim for 2025, including deductible retirement and HSA contributions. Plus, don't miss the scoop on the brand-new Trump accounts for children born between 2025 and 2028—complete with government contributions—and why an IRS Identity Protection PIN is your b...
What a Chili Cook-Off Teaches Us About Dental Success
What do a secret family chili recipe and a thriving dental practice have in common? More than you’d think. The team at Four Quadrants Advisory takes a break from the spreadsheets for a light-hearted look back at their recent company chili cook-off. But beneath the spice and the sourdough, there’s a deeper lesson about business ownership.
In this episode, we dive into: Why the diversity in chili flavors mirrors the unique "ingredients" that make every dental practice different—and why you need a clear vision to make yours stand out, navigating the common stressors of practice ownersh...
The DSO Talent War & The Profitability Gap
Casey Hiers and Jarrod Bridgeman tackle the growing influence of Dental Service Organizations (DSOs), specifically their aggressive new recruiting tactics. From signing bonuses offered directly on hygiene school campuses to the shrinking talent pool for private practices, Casey and Jarrod discuss what this means for your hiring strategy.
Beyond staffing, the conversation shifts to the critical "Clinical vs. Business" divide, highlighting how even the most skilled clinicians often struggle to master the complexities of practice ownership. Casey and Jarrod explore the hidden leaks—such as poor tax management and unoptimized insurance adjustments—that cause high-production practices to leave signi...
SALT, 538s, and the Truth About Tax Brackets
Tax season officially kicks off on January 26th, and if you’re treating your filing as just a compliance chore, you’re likely leaving money on the table. In this episode, Jarrod Bridgeman, Kevin Rhoton (MBA, CPA), and Brodie Hough (CPA) sit down to dissect the evolving tax landscape for dental practice owners.
The guys start by debunking the "Tax Bracket Myth"—the common fear that earning more will lead to a lower take-home pay due to higher rates—and explain how this misunderstanding might be sabotaging your practice’s growth.
Whether you're looking to optimize your 2025...
Red Flags & Hidden Risks: Is Your Advisory Team Failing You?
In this episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the external service providers managing your dental practice. While many practice owners assume their finances are in good hands, the reality is that "blind trust" can be a costly mistake.
Casey and Jarrod identify the critical warning signs that your CPA or financial advisor might be operating on autopilot—or worse, providing subpar service that limits your growth.
Whether you are a new owner or a veteran nearing retirement, this episode provides a checklist to ensure your advisors are actually working for yo...
Escape the Post-Holiday Hamster Wheel: Strategy Beats Resolutions
The holiday decorations are down, but for many dental practice owners, the "New Year’s Fog" is just setting in. Are you returning to the office feeling energized, or do you feel trapped in a repetitive cycle of burnout?
In this episode, hosts Casey Hiers and Jarrod Bridgeman dive deep into the psychological and operational hurdles dentists face every January. They argue that "hope is not a strategy" and explain why relying on New Year’s resolutions often leads to the same stagnant results. Stop running in circles and start moving toward a defined exit strategy. Tune in to l...
New Year Strategies for the Overwhelmed Dentist
The holiday season often shines a spotlight on the heavy burden dental practice owners carry. Casey Hiers and Jarrod Bridgeman dive into why so many clinicians fall into a "Stockholm syndrome" mindset—feeling trapped by the belief that they must handle every business and clinical task themselves.
The guys discuss how a lack of delegation leads to burnout and why being vulnerable about your professional challenges is actually the first step toward true profitability. They also challenge you to audit your inner circle: Is your CPA or accountant actually helping you grow, or are they just along for the...
The Year-End Tax Trap: Smart Spending VS Costly Mistakes
Near the end of the year, many practice owners scramble to buy new equipment just to lower their tax bill. But is that "last-minute" purchase actually hurting your bank account? In this episode, we break down why rushing into year-end spending can cripple your cash flow and how to navigate the complex rules of Section 179 deductions without getting flagged by the IRS.
We also dive into the administrative "must-dos" that keep your practice compliant. We’ll discuss the current 1099 reporting requirements (and the upcoming relief in 2026), how to unlock tax-free reimbursements for home rentals and mileage, and the cr...
Protecting Your Cash Flow and Beating the Holiday Burnout
As the calendar turns to December, the temptation to slow down—or get lost in the holiday "noise"—is strong. But for the savvy dental practice owner, this month is a critical time for both defense and strategic planning.
In this essential episode, we dive deep into the immediate steps you must take to protect your practice's financial health: we discuss closely monitoring overhead, optimizing insurance adjustments, and implementing smart tax management to maintain strong cash flow. Crucially, we also share actionable advice on prioritizing and planning ahead to successfully balance intense professional demands with your personal holiday comm...
Pay Yourself First: Maximizing Wages, 401(k)s, and Tax Strategy
Are you paying yourself what you’re worth, or is your practice managing you?
In this episode of The Millionaire Dentist™, host Jarrod Bridgeman sits down with CPAs Kevin Rhoton and Brodie Hough from Four Quadrants Advisory to dismantle the "one-size-fits-all" approach to dental practice finances.
Too many dentists rely on generic quarterly tax estimates, leading to cash flow crunches and nasty surprises at year-end. Kevin and Brodie explain why proactive tax management is the key to keeping more of what you earn. They dive deep into the strategies that separate struggling practices from profitable ones, incl...
I Wish I Knew Sooner: Dentists' Biggest Financial Regrets
Are you a dentist or practice owner who's said, "I'll figure it out," or, "I can't lower my overhead"? In this candid episode, the hosts dive into the most common—and costly—phrases dentists use that hold them back from financial freedom and practice success.
We discuss how a spouse's perspective can be the key to overcoming financial stress and the critical importance of defining your specific retirement timing and goals. Stop letting these phrases cost you time and money—it's time to build a clear, profitable plan.
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Financial Frights and Delights: Treating Your Portfolio Right
Don't let fear and greed haunt your financial future! Just in time for Halloween, we're diving into the "tricks and treats" of smart investing. We'll unmask the emotional biases that can derail your decisions and emphasize why having a well-thought-out strategy is your best defense.
Learn why diversification is the ultimate safety net against financial scares, how to spot and avoid those "get-rich-quick" schemes that go bump in the night, and how to maximize your wealth using tax-advantaged retirement accounts like 401(k)s. Finally, we'll give you a treat: tips for creating a clear plan for deploying your...
The Dental Safety Net: Proactive Planning for Financial Security
Is your dental practice truly prepared for a crisis? Whether it's a financial surprise, an IRS inquiry, a health issue, or key staff leaving, unexpected challenges are inevitable.
Join us as we equip you with the knowledge to create bulletproof contingency plans, establish emergency funds and lines of credit, and organize your financial records for peace of mind. Learn how proactive planning doesn't just protect your practice—it helps you thrive and maximize its value for future growth or sale.
Interested in more info on how to: Earn More, Save More, and Retire Early
From Skeptic to Success: The Journey of a Coachable Dentist
Ever wonder what really goes on in the minds of dentists considering a major practice overhaul? In this episode, your hosts pull back the curtain on the emotional journey they witness at their events. They share observations ranging from initial skepticism and hesitation to genuine gratitude and excitement as attendees realize the potential of the firm's services.
We dive deep into why being coachable, vulnerable, and self-aware isn't just a soft skill—it's the single most important factor for dentists looking to unlock their practices' profitability and long-term viability. Listen in to learn what it takes to stop re...
The Dental Foundation: Building Your Practice from the Ground Up
Casey Hiers and Jarrod Bridgeman are laying it all on the line this week as they reveal a common mistake many dentists make: trying to expand their practice before they've built a solid financial foundation.
Drawing on relatable analogies from home construction and even relationships, they explain why things like cash flow, overhead, insurance, and personal finances need to be addressed first. Don't add an associate, buy that new piece of equipment, or open a second location until you've listened to this! They’ll also share how their events can help you build the foundation you need to ac...
The Unexpected: Protect Your Practice, Family, & Legacy
On this episode, hosts Casey Hiers and Jarrod Bridgeman tackle a topic many dentists would rather avoid: the unexpected death of a practice owner. They stress the critical need for proactive financial and estate planning, not just to protect your business but also to spare your loved ones from a complicated and stressful process.
Jarrod and Casey emphasize the immense value of having a comprehensive team in place to manage both your personal and professional affairs. They share real-world examples of how their clients' foresight has protected their practices and families, ensuring a smooth transition during an otherwise...
The 4 Types of Dental Practice Owners: Which One Are You?
Are you a "winger" flying by the seat of your pants, a "dabbler" drowning in information, or a "know-it-all" resistant to growth? In this insightful episode, hosts Casey Hiers and Jarrod Bridgeman break down the four distinct profiles of dental practice owners.
Discover the characteristics of each type – from those who "wing it" with business management to the truly dedicated masters of their craft. Casey emphasizes the critical role of self-awareness, a strategic mindset, and a commitment to continual improvement in building a thriving practice.
Interested in more info on how to: Earn More, Save More, an...
Proactive vs. Reactive CPA: Finding the Right Practice Partner
In this episode, host Jarrod Bridgeman sits down with financial experts Steve Levy and Brodie Hough to discuss a crucial distinction for any business owner: the difference between a proactive and a reactive CPA. They dive into what it means for a CPA to be proactive—actively monitoring your finances, staying ahead of tax law changes, and providing timely advice that saves you money.
The trio shares real-world examples of how this approach can significantly benefit dental practices, from optimizing quarterly tax payments to strategically structuring major investments. Learn how to identify a CPA who will be a tr...
The Million-Dollar Cost of Inaction
Are you leaving millions on the table without even knowing it? In this can't-miss episode, hosts Casey Hiers and Jarrod Bridgeman pull back the curtain on the silent killer of dental practice profitability: inaction. They reveal how ignoring things like high overhead and poor tax planning isn't just a minor oversight—it's a massive financial blunder that could cost you millions over your career.
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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