The Millionaire Dentist™

Four Quadrants Advisory
  • 4.8 (20)
  • Investing
  • Updated Weekly

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.

  1. 1d ago

    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. In this episode, we pull back the curtain on: The Indianapolis Experience: A look inside our curated client experience, from chauffeur service to an intensive, 4-to-5-hour annual meeting designed to turn over every stone of your personal and business finances.Taking 90% Off Your Plate: Why we don't just hand you a template and leave you to execute it. From sourcing bank financing to applying the "$5,000 rule," we handle the heavy lifting.The $15M Retirement Shift: How shifting from a fragmented model to a coordinated, monthly strategy can elevate a standard $3M to $4M retirement trajectory into the $15M to $20M range.Real Numbers, Real Success: Dramatic case studies of clients doubling their income, quadrupling their annual savings, and the story of one practice owner who retired completely at age 49.The Mindset of Wealth: Navigating critical wealth-building shifts, like prioritizing systematic investing over rapid debt payoff, and why running a practice doesn't leave room for day trading.Discover what happens when your business advisory, accounting, and personal financial planning share a single, unified vision for your life. Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

    26 min

  2. May 7

    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. In this episode, we cover: The Seven-Year Rule: A definitive guide on record retention for business vs. personal returns, and which documents you should never, ever throw away.The Price of Procrastination: Breaking down the 25% penalty traps for failing to file or pay, and how the IRS views extensions (hint: it’s not an extension to pay).Aiming for Net Zero: Why a $1M practice should strive for a "near zero" tax balance and how to use quarterly estimates to stay penalty-safe.The "One-Time" Get Out of Jail Free Card: How to leverage IRS penalty abatement if you’ve found yourself on the wrong side of a deadline.Audit Myths Debunked: Why delaying your filing doesn't actually lower your risk of an audit, and the importance of CPA/Financial Planner coordination.Don't let post-tax season clutter or confusion stall your momentum. Join us for a tactical deep dive into protecting your practice and your peace of mind. Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

    18 min

  3. Apr 30

    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. In this episode, we discuss: The Four Faces of Burnout: Identifying the physical, mental, emotional, and financial stressors that go undiagnosed in the dental community.The "Cheerleader" Trap: Why relying on advisors who only make you feel good is a disservice to your practice’s health.Clinical Rigor for Your Business: Why you should apply the same diagnostic precision to your cash flow and overhead that you apply to a complex clinical case.Intentional Change: How systematic adjustments to taxes and insurance can buy you back the time needed for self-care, family, and a thriving team culture.Breaking the Silence: Why vulnerability is the first step toward reclaiming your passion for dentistry.If you’ve been rationalizing your stress because "it could be worse," this conversation is the wake-up call you need to stop treating the symptoms and start fixing the root cause. Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

    15 min

  4. Apr 16

    The Clinical 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. We’re pulling back the curtain on: The Red Flags of Subpar Accounting: From inconsistent P&Ls to "Hail Mary" tax moves like last-minute Section 179 equipment buys that actually hurt your cash flow.The "Reluctance" Trap: Why busy owners settle for local or "popular" CPAs simply because they don't want to add another project to their plate.The High Cost of Missed Data: How bad accounting leads to flawed decisions about real estate, equipment, and even your personal life (like second homes and schooling).Choosing Your "Hard": Why fixing your accounting systems now is far easier than the "hard" of realizing you've left six figures on the table at retirement.If you’ve been told to "just buy a new truck" to save on taxes, this episode is the wake-up call you need to move toward proactive, monthly oversight and a legitimate tax strategy. Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

    15 min

  5. Apr 8

    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 breakdown. Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

    16 min

  6. Apr 1

    Why ‘Hoping for the Best’ is a Failing Strategy for Your Dental Practice

    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 retirement. Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

    16 min

  7. Mar 25

    The Invisible Debt: 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 you can take to ensure your practice’s equity stays in your pocket, not in a loan balance. Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

    18 min

  8. Mar 12

    The 22-Year Playbook: Mastering the Constant in Dental Business

    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 taking back control. Upcoming Tour Dates: Go to our EVENTS page for info Facebook: Four Quadrants Advisory Instagram: @fourquadrantsadvisory LinkedIn: Four Quadrants Advisory

    16 min
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Ratings & Reviews

4.8
out of 5
20 Ratings

About

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.

Information

  • Creator
    Four Quadrants Advisory
  • Years Active
    2017 - 2026
  • Episodes
    275
  • Rating
    Clean
  • Copyright
    © Copyright Four Quadrants Advisory
  • Show Website
    The Millionaire Dentist™

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